Risk Management Platform Ideas

The issue is that if dates are entered in the timeline that will be a total of over 180 in both boxes the bottom right comes up with a red box. From there, no explanation as to why. Would be handy to have the note with the note in your image about...

Jake with OneGroup noticed that when he would go to import a certificate with multiple pages, it would not upload into the system. He is suggesting that the import instructions state "One page" and not "only first page with upload if the certifica...

When a user completes training the link goes dead and the user is awarded a certificate of completion. We assign training documents like the Emergency Action Plan that need to be made available at all times. IF the user could click on the link fro...

Allow us to make certain trainings dependent on the completion of others. IE: if an employee needs to complete training C but C requires completion of A and B before that employee is eligible, assign all 3 when C is assigned. Make the next trainin...

where ever we can enter an email address, allow us to add multiple. Specially in the “add department” dialog box. This would allow a task to be assigned or notification sent to an entire department. ie: “first@email.com: second@email.com: manager@...

It would be useful if there were a version date on all of the files/documents in the library. It will show if there is an updated version from one that a client may have downloaded. Also show a point in time when it was created and if the informat...

Our client has employees who work in different states. Since employee's records are kept in different states on Succeed, it is difficult to terminate these employees. We have to switch from state to state on the Succeed portal and terminate the em...

It would be helpful to rename an attachment once uploaded it into the incident without having to delete it and re-uploading the document

Having the ability to clone a letter template would be helpful to increase efficiency when sending out similar letters to various contacts.

we have had multiple clients go to print the osha logs and there are columns that have N/A because they are not listed as required (yellow) when you add an incident. Clients have also had a hard time finding all the columns so that the logs are fi...