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Add-on modules

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Specify an onboarding owner when setting up an onboarding plan

Currently if you set up an onboarding plan for someone you automatically become their owner. Not useful to centralise this activity. Please allow admins to set the onboarding owner and the new starter so we can set up onboarding plans on behalf of...
Guest about 4 years ago in Integrated Training Management 1 Open for voting

Conditional form fields in Improvement module

We use the Improvement module to track workflow for incidents/events. It would be nice to see some form fields that are activated as a condition of response to a prior field. This would make the event submission experience cleaner for the user.
Guest about 3 years ago in Improvement Management 2 Open for voting

Improvements Module - Disabling of Locations

We use the Improvements Module extensively to report our incidents and complaints. The Location field is of course an important field which determines where the item is sent to and the subsequent workflow. However we have now had the improvements ...
Guest over 5 years ago in Improvement Management 2 Open for voting

Mark as Complete Button on Onboarding & Training Add-On

We're just getting going using the Onboarding & Training add-on, and some of our initial user feedback was that the testers would have liked the "Mark As Complete" button to also appear on the Training Unit page so that once they were done rev...
Guest over 3 years ago in Integrated Training Management 1 Open for voting

Create Training Portfolios/Folders

We have several departments who will soon be using the Onboarding and Training add-on in Process Manager. It would be really helpful if the Training/Competency Units and Onboarding Plans could be organised into Folders/Portfolios for each departme...
Guest about 1 year ago in Integrated Training Management 0 Open for voting

API improvement csv reports

The improvement csv reports don't accurately capture the closing remarks for action items within an incident. When we run and customise our reports for the audit committee, executive and external auditors it adds more value to see what the managem...
Guest over 3 years ago in Improvement Management 1 Open for voting

Ability to Upload Mutiple Document or more as for Training Evidence

Currently it can only upload one document at a time as for completion training evidence. This is not helpful when more than 1 training records or evidences are required to complete and demonstrate for audit purposes. This is important and it'd be ...
Guest over 2 years ago in Integrated Training Management 1 Open for voting

Filter on Incident Register

In the improvements module, on the register page, there are filters for every status except one. I would like to request a filter for the “Ready to Close” status.
Guest over 2 years ago in Improvement Management 1 Open for voting

Allow more characters in the Improvements Module - Category Fields

I am creating action lists for working groups but the Category title and sub Category titles only allow 50 characters - it is very hard to describe actions in 50 characters and makes this very limited. I would like to use the improvements module f...
Guest over 2 years ago in Improvement Management 2 Open for voting

Risk Module - Heat Map for Classifications

To enable us to be able to use this module for project risks, it would be great if the heat map could drill down by classification or group of classifications. This would allow us to have a portfolio titled 'project risks' with a classification fo...
Guest almost 5 years ago in Risk and Compliance Management 0 Open for voting