Risk Management Platform Ideas
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Notification of Product Issues Sent to Champions
If there is an issue with the RMC it would be helpful for Champions like me to be notified if it affects a large number of clients. Recently a coworker tried to solve an issue for a client, then it got escalated to me, both of us spent a bunch of ...
Created 20 Sep 16:59
Partner Admin
0
Needs review
14
Vote
Ability to add Safety Video's & Online Trainings to My Content folder
No description provided
Created 22 Feb 22:32
Partner Admin
3
Future consideration
7
Vote
Reset Password Email Needs to be Revamped
I have received a lot of complaints from clients and agents about the reset password email looking like spam. Clients usually disregard the email when we send it, because it does looks like spam. It needs to look more professional and like it's ac...
Created 21 Feb 18:03
Partner Admin
0
Needs review
6
Vote
Improve Employee Import
As a user responsible for employee management, there need to be more options for managing employee imports/entries to control the employee data, so I don't have to correct entries or duplicate actions all the time. From Steven at Zenith: If an...
Created 18 Apr 19:56
Partner Admin
0
Needs review
3
Vote
Download demo videos for presentation where there is no wifi
We often would like to show a demo video from Succeed Solutions, but don't have wifi access. It would be very useful if we could download the videos to a laptop/ipad for presentation.
Created 26 Dec 17:52
Partner Admin
0
Future consideration
3
Vote
Pending Registrations
Show pending registrations for all verticals in the parent group. I have seen a number of cases in which admin users are unable to find registrants due to them not being displayed in the parent group
Created 29 Jun 16:46
Partner Admin
0
Future consideration
3
Vote
Adding Attachments to Job Descriptions
James Estrada from Hamstra Heating & Cooling, Inc., a Lovitt & Touche company, requested this feature so he could link work instruction to job descriptions.
Created 22 Nov 23:24
Partner Admin
0
Future consideration
1
Vote
Sign-on Widget - To add the login screen to company website
I'd like to request a sign-on widget that would allow us to embed the login screen on our website.
Created 22 Oct 17:28
Partner Admin
0
Needs review
1
Vote
Usage Report by Month
Every month we run the group usage report. This report is then manipulated to back out the previous months report numbers to give the monthly amount. Our company produces monthly and quarterly risk management reports to show what client usage is. ...
Created 30 Apr 18:34
Partner Admin
0
Needs review
1
Vote
Sub Sites Drop Down Option For Custom Forms
Custom Forms need to have the sub sites on the drop down option.
Created 02 Dec 21:57
Partner Admin
0
Needs review
1
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