Risk Management Platform Ideas

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 ...

1. Combine the assign process that appears when clicking to schedule a assigned document within the Library to use the attached design. 2. Due Date, one employee, and training course selection is required in order to confirm the training scheduli...

Virtual RM… first time in with walk me creating online IIPP with Intro… An IIPP (spell out) is required and helps you reduce your Total cost of risk (Link to SU) The Risk management center allows you to create an injury and illness prevention ...

- Create a link from the employee management that is a custom registration page for the company where the employee chooses their name from a drop down list. - Need to account for Spanish speaking.

Give HGs the ability to manage from their admin site 1. Create a page in Succeed Admin for us to load SU events. Mirror HG calendar except add ability to load an image of size [GET SIZE FROM ANNIE]. 2. Add an option to HG to turn on and off SU fro...

There is a site selector for this report, which does not make a great deal of sense considering that there is also a site selector in the top-left of all platform pages. Suggest to remove

There should be a standard report that can be found in *Default Reports * that shows upcoming or past due training. This is a standard report that everyone is expecting to access easily. Even if we do require it to be built in customer reports, th...

I had thought that fields are listed in reports in the order added, but it appears that they are sorted alphabetically in the Selected Fields list and that this does not correspond to their order in the downloaded report. Please add a method by wh...

Have warning message appear when people are scheduling non-California compliant sexual harassment courses in training track. Mock up with message text is in attached Power-Point file. This applies to following course titles, see attached excel fil...