Risk Management Platform Ideas

These are fields that can be customized through the setup menu. They are unpopulated by default and cannot be added to on-the-fly. Suggest to add default values and/or OTF editing. Suggest to also change from checkbox values to a dropdown menu for...

Track vendor agreements (submit requests to vendors and have them upload and submit back) track vendor documents (ethics agreement, etc.)

Distinguishing between New and Updated content in Notifications and results would help users focus on the type of content they are interested in (new vs. updated). Users will see content is kept current as we continue expanding content offerings.

The Policy/Carrier - Property section in Manage Lists contains these fields:# Policy Name# Carrier Name# Policy Number Each Policy section in the Property form includes these fields:# Carrier# NAIC Code# Policy Number It is not possible to set NAI...

Check whether an employee is included in a distribution list and, if so, prompt the user with that information before an employee is archived

The Team Members field on the Investigation tab of WR incidents cannot be set to required through custom forms. Clients would like to be able to require that investigative parties be specified in an incident https://succeedms.atlassian.net/browse...

Suggest to include a reference to the associated question within the Corrective Actions panel

Root Causes can be associated with Corrective Actions in IT and SOT. Suggest to add that functionality to AT

External Parties as related to Corrective Actions in IT, SOT, and AT can be entered and selected from a list, but cannot be edited or deleted. Suggest to add a method to manage the External Party list

Client requests the ability to set the default page to SDS for employees visiting the portal https://succeedms.atlassian.net/browse/EP-141