Risk Management Platform Ideas
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COI Report that includes line of coverage
It would be beneficial to have a report that includes compliance information broken down by insurance line (GL, Prop, etc.) Currently, the reports just say yes/no to compliance without further detail.
Created 30 Aug 17:12
COI Track
0
Needs review
8
Vote
Disable skipping ahead in training videos
Disable skipping ahead in training videos. Employees have become wise to this and unfortunately have taken advantage. This obviously defeats the purpose of the video and training.
Created 15 Jul 13:02
Training Track
0
Needs review
1
Vote
Periodic Email: allow editing of time and day that the email is sent
It appears that we cannot edit the cadence including time of day or day of the week that the email is sent. Right now, the email is sent at 9:35 PM EST on Tuesdays. Can we change the day of the week or the time of the email?
Created 18 Nov 20:06
Main Platform
0
Needs review
9
Vote
COI Track import spreed sheet option
It would be nice to have a mass import option, like the one for employees in "Manage Employees", in COI Track to import vehicles and trailers with the insurance cards.
Created 30 Oct 21:42
COI Track
0
Needs review
3
Vote
incident tracking
is there a was to generate a DWC1? This would be VERY helpful. there is already a CA form that gets generated
Created 10 Aug 17:06
Incident Track
0
Needs review
10
Vote
Link lists between sites
When managing lists, allowing for those lists to be shared between an organizations "sites". Updating the same information across many lists (i.e. medical facility info) for sites that use the same facility is time consuming.
Created 10 Jan 19:42
Incident Track
0
Needs review
13
Vote
Add Length of Training to Certificate of Completion
Add length of the training to certificates of completion for training because this is required information for him to report in some cases
Created 27 Jan 20:57
Training Track
2
Future consideration
9
Vote
We would like the ability to add our company logo to the certificate of completion
To personalize it to our company
Created 21 Aug 20:13
Training Track
1
Needs review
4
Vote
Incident track upgrades
Client looking for upgrades to Incident Track: 1) Custom Form added fields do not populate reports or functionality - When a user creates a custom form with a new field, it does not show in any report, claim report or trending. Custom fields need ...
Created 14 Nov 22:17
Incident Track
0
Needs review
11
Vote
Providing updated training videos
many of our employee have made comments towards the videos in your library being a bit outdated.
Created 15 Mar 20:35
Library
2
Needs review
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