Risk Management Platform Ideas

It would be more efficient if we could select multiple trainings in My Content and then assign them. I know we are able to click on and add to it in the box. If we could select multiple boxes in MyContent and then click a schedule button, it will ...

Ability to clone a completed audit. For refresher audits or re-audits. 1. Within the Audit History when the user clicks on the Audit ID and audit report with the corrective actions appears a button should be available next to OK called Clone. ...

Basically make it possible to have a default hierarchy (org/site/department) that can be modified/customized to match the user's org structure (for example, org/companies/region/sites/departments/etc...)

Create an error message / background color / tooltip, or other notification within the client when a saved email address is present in the opt-out list. Alternatively / additionally, create a list of opted-out email addresses that are used in the ...

Company contact setting be site-specific:

include contact data and ability to add to export report of issued

Partner User Portal (i.e. producer, Loss Control) - with information specific to that users customers Dashboard High/low usage Claims CEs coming due for them Red flags clients Analytics across all clients, verticals, Client specific Calendar ...