Risk Management Platform Ideas

Chris with Propel suggested that the format of the drop down be set up in this order to be more user friendly. Manage Sites Manage Roles Manage Users

I am looking for a report from the COI Track that would include Certificate Name and which type of insurance is expiring

It would be most helpful if the auto-genterated Vendor certificate of insurance compliance report could come into e-mail as Excel. This would help to sort data, rather than doing it manually

It would be helpful for us to see who is marked as being out or on modified duty without going into each record. With limited resources and other responsibilities, I've lost track a few times and forgot to maintain these records on a timely basis,...

Since I have to re-enter carrier information repeatedly, it would save time and effort if the system would save carrier information and auto populate the field.

Currently if an "Assigned Task Email" is set up for weekly distribution, the supervisor will also receive a notification for each individual employee and an Excel spreadsheet that contains that employee's name. It would be beneficial to include al...

This is a lot of extra work to fill out every time a claim is entered. If that could be set up at the account level and auto populated it would save a ton of time entering incidents.

The ability to move a letter to another category would increase organization.

Might want to think about making it so that when someone clicks on a box they can mark more than one training complete instead of going it one by one on the side of the administrators. Take forever.

It would allow access to the most helpful parts of the application so a user can see if purchasing full access rights would be cost effective, see the ease of usability, and better see what information should be gathered to use the software.