Risk Management Platform Ideas

One of the primary functions our field supervisors use the admin platform for is to check completion of required training. A tile to check training history by employee would simplify the process immensely.

Why is it useful? It would allow for easily identifiable results when multiple attachments are added to an individual and/or incident. Who will it benefit? Any user looking to quickly and efficiently find information. How should it work? Users sho...

Currently we can see which clients receive the weekly email, but we have no way of knowing if our clients actually open/read the email.

Would be very useful if system had a new hire orientation that when assigned to employee would run through all topics from start to finish and issue completion certificate with all topics listed on it. They have safety orientation DVD for this you...

Allow the customer to choose to have the software automatically send out notification to vendors without having to trigger the notifications manually. 1. Within the Received Certificates workflows editor add a checkbox at the bottom of the email ...

Add a resource tab to the toolbar in the Employee portal so we can add policies and resources for our drivers

It would be be beneficial to have training video now for employees to receive training and document online training for those working from home.

Multiple clients have asked that we eliminate the character limit when adding custom options to COI Track. Sometimes the wording they are wanting to add as an option can be lengthy.

We have numerous work locations around the country. We do not want to use multiple sites. It would be handy for the Import spreadsheet to have a column for "location" and an ability to add/edit locations under the administrator tab.

Currently on the COI Short form, the order of the coverages is GL, Umbrella, Auto, Work comp, other. It would be better to have the order match the ACORD form which is GL, Auto, Umbrella, Work Comp, Other.