Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

ADD A NEW IDEA

Resilience - Plans

Showing 11

If you do not have access to a Department BIA or Plan, you should not see it in the list view

Currently in BC&R, when you go to BIAs or Plans, you will see the entire list of records in the system and not just the ones you have access to. The ones you do not have access to are black and not available to enter, but this could be confusi...
Rory Middleton over 1 year ago in Resilience - BIAs / Resilience - Plans 2 Planned

Approval Email - Customized Approval Email

Allow users/admins to edit the language in an approval email.
Guest 4 months ago in Resilience - BIAs / Resilience - Plans 1 Planned

In the plan overview, the associated template should be visible

No description provided
Guest 5 months ago in Resilience - Plans 1 Planned

Plan Type Separation

Users who do not have access to a Plan or BIA should not see the name on the index page.
Guest 4 months ago in Resilience - Plans 0 Planned

List BIAs and Plans on the Home Page for users that are Viewers in the same way as for Owners.

To include BIAs, Plans, Documents etc on the Home Page for users that are Viewers in the same way as for Owners. Alternatively, if this enhancement is not possible, to provide Viewers and Contributors with the ability to filter on the My Plan and ...
Ann Healey 7 months ago in Resilience - BIAs / Resilience - Plans 0 Planned

Approval Workflow - Route to Account Owner

Approval Workflow - allow levels of approvers e.g. when approval is initiated by a contributor, auto route it to designated Account Owners before it goes to Owner/Approval so preview is checked for.
Guest 4 months ago in Resilience - BIAs / Resilience - Plans 1 Planned

Plans - Add help text for the "Rich Text" sections outside the "Content" field.

The problem is that if we update the help text in the template, the changes will delete what the users have entered in these specific sections.
Guest 2 months ago in Resilience - Plans 1 Planned

Improving the look and feel of contact lists in printed plans

Currently the contact list in printed plans looks quite “messy” and could have benefited from an upgrade through for example having the first and last name in the same row and in bold to distinguish it from the other contact details.
Guest over 1 year ago in Resilience - Plans 2 Planned

Request to add status for Pending Approval/Waiting on Approver for BIA/Plans

Currently there is not a report/export that gives information if a BIA/Plan has used the "Request Approval" option, and are waiting on action from an Approver. It does not currently change the Status to anything such as Pending. Currently BIA/Plan...
Nick Adams over 1 year ago in Resilience - BIAs / Resilience - Plans 0 Planned

Copied Plans adopt the Template used by that plan

When copying a BCP plan, the template used for the copy is not applied to the copy. Nothing alerts you to this situation. This makes the copy feature basically unusable as you can't have all the copied plans disconnected from the main template cau...
Jennifer Umberg over 1 year ago in Resilience - Plans 1 Planned