Risk Management Platform Ideas

A feature that would be helpful in IT>Trending Line/Bar Graph. She would like to see under the GL option a injury vs. property result.

Be able to run a report of vendors that are associated with a certain insurance company

Can Succeed import a vendor list, that includes a list of policies and expiration dates? I’ve attached a file extracted from their current system. It would be helpful if we could include the type of policy and expiration date at a minimum. I’ve c...

It would be great to see be able to highlight claims in the manage incidents view either red/green to show whether or not they are adverse or going well. Additionally, it would be great if there was a way to indicate if additional information was ...

When primary site opts to have sub sites able to view content in My Content. The sub sites have to go to the risk management library>and to the second my content folder. Should this be viewed in the my content section under resources?

We inconsistently supply informative tooltips regarding what values are accepted in various columns of import spreadsheets. This is a list of where we do and do not supply tooltips describing accepted State and Country codes. For example, in Count...

Creating the first folder in My Content while adding documents first requires the user to select the parent folder. The parent folder is pre-selected if any sub-folders have already been created. Presenting an error for a necessary action instead ...

any user to alert another user of a Hazardous Condition. Example, a user and/or employee comes across something that needs immediate attention, they login to the system and submit the request, picture, description to the appropriate Supervisor, th...

The Repeaters report in IT > Trending presents a The report is ready panel containing only Download and Close buttons that are not aligned. The report should be run from the previous panel and omit this step in order to remove extra steps and m...

If you have the provide certificate link in your letter template, the link should not appear on a letter since you cannot use the link when printing a letter.