Risk Management Platform Ideas

Need to build queue of claims notifications so users can see the notifications that are scheduled to be sent out. Currently the system clears the notification fields making users think that the notification will not be sent. They also have no way ...

Attachments uploaded to the Additional Information tab of an incident can be indicated to submit with the claim report. This works with both the email and vault submission methods, but attachments are not included with fax submissions for technica...

These are fields that can be customized through the setup menu. They are unpopulated by default and cannot be added to on-the-fly. Suggest to add default values and/or OTF editing. Suggest to also change from checkbox values to a dropdown menu for...

The Policy/Carrier - Property section in Manage Lists contains these fields:# Policy Name# Carrier Name# Policy Number Each Policy section in the Property form includes these fields:# Carrier# NAIC Code# Policy Number It is not possible to set NAI...

Check whether an employee is included in a distribution list and, if so, prompt the user with that information before an employee is archived

The Team Members field on the Investigation tab of WR incidents cannot be set to required through custom forms. Clients would like to be able to require that investigative parties be specified in an incident https://succeedms.atlassian.net/browse...

Root Causes can be associated with Corrective Actions in IT and SOT. Suggest to add that functionality to AT

External Parties as related to Corrective Actions in IT, SOT, and AT can be entered and selected from a list, but cannot be edited or deleted. Suggest to add a method to manage the External Party list

This setting is currently by-site. Client requests that this selection be available per-incident https://succeedms.atlassian.net/browse/FEAT-23

I have a client who wants to track their EPLI claims (employment practices liability insurance) under general liability in incident track. A suggestion to do that: when adding an incident you could put it under additional info you could add button...