Feature Suggestions
Ability to organise Dashboard order
Give admin users the ability to determine which dashboards users can see when they first use the platform. Also the ability to organise the dashboard order in the ...
Being Able to Order How Goals Appear on the Users Profile
When a user has multiple Goals (multiple Events) there is no control over the order in which the Goals appear on the users profile.
I'd like to be able to configure ...
Problem Discovery: Logbook enhancement to needed to reduce time to record cases and procedures
Trainees have noted the process to complete logbook entries for cases and procedures takes too long, especially compared to other products on the market. This is ...
Reporting - Graphs and Scaling
Graphs should not scale to the highest rating/score/level reached in a field.
The Graph should recognise the minimum level of a field, and the maximum level of a ...
Enhanced Time Management functionality
Additional system functionality is required to support training programs with requirements related to time to prevent significant manual work-arounds and reduce risk ...
Ability to update goals
This is to add the ability for administrators to make changes to goal sets which have already been applied to students. This enables any changes to curricula ...
Add "Undelete" function to allow admin users to restore deleted events
If Staff accidentally delete an event from a user's Timeline, there is no way to restore these events without creating a support ticket.
It would be good if there ...
Auto Fill Report Start & End Dates based on Event Default Dates
For an Event that contains a report (or more than one report), auto fill the report Start and End Dates based on the Events "Date occurred on" and "End Date" fields, ...
Possibility to re-order FAQs
I find it could be be useful to have the possibility to move FAQs up or down or to pin them to highlight them.
("new" icon/ showing date added too?)
Automated invitation reminders to responders/assessors
Is it possible to automate invitation reminders to fill in the next section of an event after a period of inaction? E.g. student invites the assessor on 1st March and ...
Ability to send automatic notifications to user
It would be helpful to be able to set up notifications to be sent at a pre-determined time (quarterly, 6monthly, monthly etc) to users who have 0% progress against a ...
Add “up/down” functionality to sort targets
Being able to sort a new added target with an "up and down" functionality when updating an existing goal, or creating a new one. At the moment, if a target is added, ...
More information to reporting functions and matrix is required
It is currently a lengthy process to create a report and figure out how to make a chart work. It's also frustrating that we do not know what can work together and ...
Restrict sections based prefilled fields.
It would be useful to restrict sections based on prefilled fields e.g. "Show this section if ALL of the conditions below are met":
Prefilled field: Location = "xyz"
Ability to use multiple instances of a specific blueprint in a section of a Kaizen form
The recent inclusion of the ability to differently 'relabel' blueprints according to the context of their application definitely facilitates reuse. However, a great ...
Ability to embed images/videos in a FAQ's without hyperlinks
Can we please have the option to embed images and videos in the FAQ's without having to hyperlink to external sources? I find that there are risks with embedding ...
Update Advance Events with Assess Results
I'd like to be able to update Trainees Events in Advance with the results of their Exams in Assess, once they have been approved to be released in Advance.
This ...
Allow users to reorder their To Do list on their Dashboard
Rather than just locking users into having the To Do list order by date of assignment of the task, it would be useful to allow the user to order by other criterion. ...
Make a drop down (discrete) blueprint have a default option.
In Kaizen, we would like to make a drop down (discrete) blueprint have a default option.
This would allow for an option to be a selected by default, then give the ...
Enable copy and paste function for a whole section in reports and event types
Currently a lot of duplicates are required to create multi report of the same information with a slight difference in one or two criteria. The same problem is ...
Report filter condition include is equal to, not equal to, contains, does not contain
Current report filters only allowed is equal to option for non-number fields. This lack of option does not allow report that review progress or trainees that does not ...
Collated Multi source feedback
To produce report that enable quick view of responses for improvement discussions, this is currently very confusing especially if there are a lot of questions to go ...
Restrict the visibility of a timeline category by the viewer's role, not the user's
We can create timeline categories that are role restricted but this restriction relates to the user's timeline not the timeline of whatever user that they are viewing ...
Enable report filter using relation hierarchy type to the selected option, not parent level related
Currently, relation hierarchical type field used to narrow down a report result will include parent level in the search. For example, we have a site relation for ...
Likert values can be selected as a condition in a goal set
I would like the ability to be able to apply a numerical value to a field/blueprint for the purposes of running reports, but also be able to use the individual value ...
Generate All button for a form with multiple reports.
We have a very large and often cumbersome form with multiple reports for each topic area of the training program.
This requires the user completing the form to click ...
Please make comments in forms visible when saving as PDF
Please could I make the following development request? Occasionally, assessors and supervisors will add comments beneath a form, but these are not included if the ...
Move 'Fill in' button to the bottom of the screen
Are we able to position the 'Fill in' button at the bottom of the screen instead of the top right? This will provide a more logical flow. If it could be positioned ...
Implement a 'discrete (multiple)' blueprint type
'Discrete (multiple)' seems to be the only custom field type that isn't also available as a blueprint type. Given the general advantages of blueprints over custom ...
Ability to display appropriate category labels in graphs with multiple vertical axes
The aim here is to plot a graph of a report that aggregates the values for a series of blueprints (in this each representing a different assessment criterion and ...
Include option to minimise dashboard widget by default
Dashboard widgets can be maximised and minimised by the user but are always maximised by default (and when a dashboard is refreshed, even if they are minimised prior ...
Add email template for when a user Rejects an invitation to complete a section.
It would be great if an automated email template could be added to send an email notification for when an invitation is rejected by a user.
Currently if an ...
Ability to export list or .csv of bounced emails
Currently we can see the status of emails that have bounced in 'view sent emails'.
However, it would be great if we could extract this list from risr/advance.
Enabling respondee (section owner) details under Event data report when event status is completed
Currently, the newly added reporting function, Respondee details under Data event reporting, are only visible when the event is not yet complete. The image attached ...
Conditional responses in ePortfolio across sections
At the moment conditional responses only exist in the same section. It would be key efficiency to form building in ePortfolio to have a conditional item in section 2 ...
Support tab delimited text files for bulk import/upload of data (and exporting of reports)
Being able to do bulk import/upload of data via csv file is great, but csv is a generally horrible file format to work with and allowing alternative file format/s ...
Being able to reject emails by mail
When an event is created you cannot reject it if it was sent via email. The only way to reject the form is to log into Kaizen. This is an issue for those that ...
Being Able to Order How Relations Appear on the User Profile by Managing Them Via the Dashboard Tool
I'd like to be able to chose the order in which Relations appear on the users profile as well as being able to choose if I want to make a particular Relation visible ...
Ability to bulk enable/disable users
When undergoing some maintenance or loading new information into advance, it would be useful to bulk disable users (by user group - student, teacher etc) whilst the ...
Labels to sections in form building
When building complicated forms, the section only advises which role can complete this section. If it were possible to customise the label of the section, eg section ...
Email notifications when announcements are created on RISR ADVANCE
Please could we have the functionality where an email notification is sent to the user's registered email id when any announcement is created. This would ensure they ...
Ability to click and drag goal/target to new order like blueprints
Blueprints have a very handy feature of being able to click and drag them into a new order if needed, and it would be great if goals/targets also had this feature as ...
Extend 'import data' routine to support event deletion
At the moment the only ways to bulk delete events is (1) manually, (2) via the API or (3) via a service desk request. The API method isn't particularly user friendly ...
Implement a shared file/document repository
At the moment any file or document you link to in an event has to be hosted externally, which requires appropriate access to a file server, repository or CMS. In some ...
Reporting on the Section Owner in the Events Report
It would be great to be able to look at an Events report and show in a column the name of the assessor who completed the chosen section.
We'd want to be able to ...
It would be very useful for us if Likert values could be used as a filter in a standard report.
When we try to set a filter on a report to include a blueprint which is a Likert, it's curretnly not possible. For example, in our Organisation, we have separated ...
Print PDF option as landscape and option to include all columns in one page
Currently Print as PDF option to the report page is limited to just a portrait view and no adjustment available to change the view.
For reports that have multiple ...
Report at Goal Target level, ability to combine goal event type name, goal title and goal target
Currently we are able to report goal related information via:
1. Reporting on event data - this report will show goal information from the event type details, which ...
Add a permission to allow users to "delete" documents from the document library
As things stand you the only permissions relating to the document library are:
"Allow user to manage their own document library"
"Allow user to view the document ...
Document section: preview
A trainee asked if it was possible to have a preview of the PDF?other documents uploaded in the Document section or when you attach a document to an assessment/goal ...