Risk Management Platform Ideas
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Corrective Actions in Employee Portal
I have a client that is using the corrective actions in Incident Track. There is an email sent when they first add the action, however it would be helpful if the actions could all be accessed like the assignments of trainings in the employee porta...
Created 22 Nov 14:24
Training Track
0
Needs review
7
Vote
Increase the amount of trainings relating to cyber exposures such as Phishing, email safety, etc.
Cyber breaches are increasing, and state and federal legislative changes are requiring businesses to train more on cyber, have written policies, etc.
Created 29 Jun 12:32
Training Track
3
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
1
Vote
Periodic Email: allow editing of time and day that the email is sent
It appears that we cannot edit the cadence including time of day or day of the week that the email is sent. Right now, the email is sent at 9:35 PM EST on Tuesdays. Can we change the day of the week or the time of the email?
Created 18 Nov 20:06
Main Platform
0
Needs review
7
Vote
COI Import - Allow importing of more than one page
During the import process the document that is imported is attached. Since some certificates are more than one page long the OCR should allow multiple pages even if it only reads the first page. Since the file is attached, the client will need to ...
Created 11 Jun 13:15
COI Track
0
Needs review
6
Vote
Make the Instructors list in Training Track editable.
So past instructors could be removed
Created 06 Jan 19:11
Training Track
0
Needs review
4
Vote
Add more content to Incident Report / Quick Reports
I have an insured providing access to all employees to enter comp injuries through Quick Reports. We would like the ability to have them add a bit more data into this section. Specifically, the insured would like time of occurrence and a drop down...
Created 10 Feb 17:31
Incident Track
0
Needs review
9
Vote
Share Audit Templates Across all locations
Would like to be able to copy Audit Templates across all locations
Created 06 Feb 16:10
Audit Track
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
12
Vote
Please create more resources on heavy vehicles, tractor trailers, CDL drivers etc.
Videos, toolbox talks, online trainings, and posters would be extremely helpful to our large number of trucking and transportation insureds
Created 15 Feb 18:57
Library
1
Future consideration
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