Risk Management Platform Ideas

Our book of business is growing in this segment and would like to provide resources to these members.

In the tracks it would be awesome if there was a way to set up an excluded email list that the weekly admin emails are not sent to. Some of our clients would like to add an administrator to see the training track but not to receive the emails for ...

Nick at Hauser called asking if we had any information on COVID-19. Currently we have nothing.

We have many employees and several departments. It would be helpful to be able to select the department and have a list of completed employees instead of having to look up each individual employee and search out the department.

Even though I had the preparer's set up in the list, I still needed to manual type "Preparer's Company Name:" because it was not a field I could populate when the record was created.

We track all vendors by a vendor ID number. Because this KPA product for tracking certificates of insurance does not have that capability, we cannot make use of it properly. We utilize other KPA products and would like to use this one, but just do...

Add the option to be able to download BBS - JHAs into a Word format so they can be easily edited.

Allows the primary user and others involves to see the trainings that are past due. Allow the ability to adjust the email notification stating it is a past due training, etc.

Currently the OSHA incidents have to be imported per site. This would be time consuming for clients that have multiple sites. Would like to be able to import incidents for all sites in bulk

Categorize topics by industry so a trucking company can pull all driver training; a construction company can pull relevant training, general industry has another group list, etc.