Risk Management Platform Ideas
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Automatic Certificate Reading
It would be very useful if the program would allow you to upload a certificate of insurance from a computer and the program could take the information from that document instead of having to manually fill in all information. You could enter the ce...
Created 28 Dec 22:42
COI Track
0
Future consideration
3
Vote
Pre scheduling of safety videos
It would be helpful if a scheduling option existed that would allow for a video to be emailed out to our team on a chosen day (Wednesday) at 6:00 a.m. and it needed to be completed before EOD on a chosen day (Friday of the same week). A full month...
Created 25 Oct 15:10
Training Track
0
Needs review
8
Vote
Bring back the forklift operator certification
This training and certification was very useful for small companies
Created 28 Jul 13:14
Library
0
Needs review
7
Vote
Favorite/Group Online Trainings & Videos Together for Quick Training Program Access
I have had a number of customers ask me how they can group/favorite a number of trainings and videos within the risk management library. I know PowerPoints, policies, toolbox talks can be checked off and added to the My Content folder. Is there a ...
Created 16 Dec 15:22
Library
0
Needs review
12
Vote
Send Task/Training Notifications via SMS
Wanted to know if there is the ability to send training/task notifications via SMS rather than email. Many of their employees do not have corporate email addresses but all have cell phones. Told him I would put in a feature request for this option...
Created 25 Jul 15:47
0
Needs review
2
Vote
See the history of what Employee completed on profile on employer side.
See the history of what Employee completed on profile on employer side. It would be nice to see on the profile if employee finished the assigned task. Maybe a tab you can view.
Created 26 Feb 16:35
Employee Portal
0
Needs review
1
Vote
Better Admin and Site Employee Integration Options and Visibility
It would be far more helpful if an Administrator for a large entity with multiple sites could see all employees for all sites and search by an employee within the entire organization's database and not have to go into each individual site to see a...
Created 13 Aug 21:20
System/Admin (Succeed Internal)
0
Needs review
5
Vote
Notification of Product Issues Sent to Champions
If there is an issue with the RMC it would be helpful for Champions like me to be notified if it affects a large number of clients. Recently a coworker tried to solve an issue for a client, then it got escalated to me, both of us spent a bunch of ...
Created 20 Sep 16:59
Partner Admin
0
Needs review
3
Vote
COI Report that includes line of coverage
It would be beneficial to have a report that includes compliance information broken down by insurance line (GL, Prop, etc.) Currently, the reports just say yes/no to compliance without further detail.
Created 30 Aug 17:12
COI Track
0
Needs review
4
Vote
Record multiple training for one individual
Our employees carry a printed training checklist to record their training. When all the courses on the checklist are complete, their supervisor verifys that they're complete and then gives the checklist to me. I have to enter each course 1 by 1 in...
Created 09 Mar 22:10
Employee Portal
1
Needs review
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