Risk Management Platform Ideas

Distinguishing between New and Updated content in Notifications and results would help users focus on the type of content they are interested in (new vs. updated). Users will see content is kept current as we continue expanding content offerings.

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...

Suggest to include a reference to the associated question within the Corrective Actions panel

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

Client requests the ability to set the default page to SDS for employees visiting the portal https://succeedms.atlassian.net/browse/EP-141

We currently check whether an audit is assignable after all assignment fields have been filled and the user clicks the Save & Close button. This is an aggravating place to find out that you can't assign an audit. Suggest to not return nonassig...

Any customer-facing representative should be able to find out whether a user has been blacklisted or has opted out of periodic emails without having to request that information from our CTO or Lead Developer. Suggest to create an interface to sear...