Recent ClearRisk Manager Updates

ClearRisk Manager 3.1: New and Improved for Summer 2012!

Posted by Krystal Hobbs on Fri, Jun 22, 2012 @ 11:06 AM

The ClearRisk team is proud to announce an updated version of ClearRisk Manager! Our development team has been hard at work to create a more intuitive, user-friendly application. 

ClearRisk Manager Summer Release   blog resized 600

 

Here are some highlights of the improvements made to ClearRisk Manager:

Dashboard Improvements

  • Your recently viewed plans are now in a dropdown menu!
    • Only the most recent plan you were working on is visible at all times. This ensures that your clients and prospects don’t see the plans you've been working on for other clients, so the focus is entirely on them. When you go to a presentation having just worked on that particular client or prospect's plan, it is the only one that they will see. 
  • Create a new plan right from the dashboard.
    • We have listened to your valued feedback and we have incorporated this new feature into our release! There is no longer any need to navigate to the workspaces page to create a plan, allowing you to work more efficiently. 

Risk Tool Editor

  • Edit your risk tools using HTML!
    • You can now edit your risk tools in HTML, which allows for more precise formatting.
  • Upload images directly in editor.
    • You can now upload an image directly into a risk tool document that will print with the risk tool and in reports. Images no longer have to be uploaded as a separate attachment.

Library Improvements

  • Duplicate Risk Tools
    • You can now duplicate a risk tool, much like copy and paste. If you need the same risk tool stored under different risks and/or folders, simply duplicate the risk tool and drag and drop the new duplicate where desired.
  • Add Risk to Library from Plan
    • You no longer have to duplicate your efforts to get content in your company library; you can now build out your plans directly from the plan page! When you have the risk just as you want it, including the folders and risk tools, simply copy the risk to your library and then you have it for future plans.
  • A better organized library
    • ClearRisk's external library has been updated to match the one you've already seen in ClearRisk Manager. This library has simpler navigation, with all content on one clean page. Now, it's easier than ever to share a risk tool!

These improvements are already live on ClearRisk Manager. Go ahead, log in and test it out! We'd love to know what you think of these new features. Subscribe to this blog to be notified of ClearRisk Manager updates! Just enter your email address in the box on the left. 


Topics: risk management solution, risk management application, clearrisk manager release

ClearRisk Manager Version 3.0 ( Winter Release ) - It's Here!

Posted by Christopher Gardner on Wed, Jan 25, 2012 @ 14:01 PM

ClearRisk Manager, Winter Release 3.0

ClearRisk is proud to release several major features in our Winter Release.

The ClearRisk team has been working at a feverous pace to make our most recent release the best yet. We've packed so many new features and improvements into this release that our platform is being upgraded to 3.0 . You will see the new features on Saturday January 28th, 2012. 

 

 

Join Customer Experience Manager, Jana Thorne, as she demonstrates all of the features of the Winter Release in an upcoming webinar ( Wednesday Feb 1st, 2012 @ 2:30 ET ). Click below to sign up. We'll also be emailing a copy of the 15 - 20 min demonstrations to all registrants.

Join us for a brief demonstration

 

There are many new features and improvements being released. 

Below is a highlight of our most requested features:

 

Risk Notes

Notes or text box attachments can be added to any risk in your plan. Notes can be used for providing descriptions or additional information about a risk. Use Risk Notes to document meeting discussions, or to elaborate on how a specific risk affects your business. You have the option to include Risk Notes in any report.

Goodbye Solutions, Hello Folders

You asked and we listened! We have removed Solutions from ClearRisk Manager and replaced them with Folders. The great thing about Folders is that they are optional. Now you can keep your tools and documents organized in Folders or simply list them directly under your risk. For those of you who loved using Solutions, nothing has changed, Folders works in the exact same way to group and organize your tools. Creating and removing Folders is also extremely easy! Now there is more freedom than ever to customize your risk management content and initiatives with ClearRisk Manager.

Drag and Drop Organizing for Plans and Libraries

It's never been easier to organize your Risk Management Plans and Library! Arranging the risks in your plan alphabetically, by risk factor, or by category can be convenient, but sometimes you simply need them in a custom order. Now you can! With ClearRisk’s new drag and drop functionality you can drag a risk to a new position in the plan, drag a folder into a different risk, and drag a tool anywhere you like! Risk Management Planning made easier.

Editable Custom Reports

The Winter 2012 release introduces editable reporting. Need to add a page to your report? Want to make a few changes before emailing out this year’s risk review? No problem. Now ClearRisk Manager gives you the option to create reports in both editable and non-editable formats! You can generate a report in PDF, HTML, and Word (Doc) formats. You can also hand-select what you would like included in that report, so instead of selecting a type of report from a list of options (e.g., Summary Report, Management Report, etc), you can select what gets included in your custom report.

Task Reminders

Task Reminders were a great new addition to our Summer releases Task functionality. To add onto the successful implementation of task reminder you now create a Task and set up email reminders to be set out hours, days, months and even years in advance. Create reminders for yourself or others; Add as many reminders as you need to help you and your team get on top of your most important risk management deadlines.

 

Contact the ClearRisk Success Team for more information on the ClearRisk Winter Release by calling 1-877-734-7475 or email at [email protected]

The ClearRisk team are committed to providing the best online risk management planning application in the world. We value any feedback you may have.


Thank You, 

ClearRisk Success Team, 

[email protected]

Toll free 1-877-734-7475 

 

*** PLANNED UPGRADE NOTICE ***

Please note that the ClearRisk Manager application will be unviable during the uprade processes (Friday January 27th, 10:30 PM ET to January 28th, 12:00 PM ET) 

Full details of the planned upgrade and expected impact can be viewed here: ClearRisk Manager System Status 

Topics: ClearRisk, risk solutions, top risk management blogs, clearrisk manager tutorial, risk tool, Clear Risk, ClearRisk Inc., risk management blog

ClearRisk Winter Release 2.9 - Coming Winter 2012

Posted by Krystal Hobbs on Mon, Oct 24, 2011 @ 15:10 PM

 Risk Management Solutions

Risk Notes 


This winter, ClearRisk Manager is introducing Risk Notes. Notes or text box attachments can be added to any risk in your plan. Notes can be used for providing descriptions or additional information about a risk. Use Risk Notes to document meeting discussions, or to elaborate on how a specific risk affects your business. What’s more, you have the option to include Risk Notes in any report. 


Goodbye Solutions, Hello Folders


You asked and we listened! We have removed Solutions from ClearRisk Manager and replaced them with Folders. The great thing about Folders is that they are optional. Now you can keep your tools and documents organized in Folders or simply list them directly under your risk. For those of you who found Solutions useful, nothing has changed. You can use Folders in exactly the same way to group and organize your tools. Creating and removing Folders is easy! Now there is more freedom than ever to customize your risk management content and initiatives with ClearRisk Manager.

Drag and Drop Organizing for Plans and Libraries


It’s never been easier to organize your Risk Management Plans and Library! Arranging the risks in your plan alphabetically, by risk factor, or by category can be convenient, but sometimes you simply need them in a custom order. Now you can! With ClearRisk’s new drag and drop functionality you can drag a risk to a new position in the plan, drag a folder into a different risk, and drag a tool anywhere you like! Risk Management Planning made easier.

Editable Reports


The Winter 2012 release will introduce editable reporting. Need to add a page to your report? Want to make a few changes before emailing out this year’s risk review? No problem. Now ClearRisk Manager gives you the option to create reports in both editable and non-editable formats!


Task Reminders


Task Reminders are a great new addition to our Summer release Task functionality. Now you create a Task and set up email reminders to be set out hours, days, months - even years in advance. Create reminders for yourself or others; Add as many reminders as you need to help help you and your team on top of your most important risk management deadlines.

 


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ClearRisk Manager Version 2.8 ( Summer Release )

Posted by Christopher Gardner on Mon, Jul 25, 2011 @ 11:07 AM
ClearRisk Manager Summer Release
ClearRisk 2.8Released July 25th, 2011
The Right Initiatives. By the Right People. On Time.

We are always striving to add new and exciting features to ClearRisk Manager. On July 25th we announced our Summer Release 2011.  This release contains many improvements and new functionality   

Tasks

Create a Task for all of your important Risk Management deadlines!

Contract Renewals - Policy Reviews -  Implementation Schedules - Meetings & Appointments

How it Works:
  • Add Tasks to all Risk Tools in your Risk Management Plan
  • Give the Task a Due Date - or leave it as a To-Do Item
  • Assign Tasks to any member of the Workspace - including yourself!
  • Receive an email notification when a Task has been assigned to you
  • View a summary of all Tasks assigned to users within a Workspace
  • Regularly check your Dashboard to see all Tasks that have been assigned to you
  • Use your Dashboard as your personal Risk Diary - create Tasks that are separate from specific Risk Tools or Workspaces

Corporate Library 
Now its easier than ever to move your custom material between Risk Management Plans and your Account Library. 

How it Works:
  • Every ClearRisk Manager account comes with a Corporate Library
  • Use the Library as your own corporate Content Management System
  • Organize and populate your Library with all of your team’s content, then use it over and over to populate your Risk Management Plans
  • Never worry about version control. By storing your content in your ClearRisk Corporate Library, you can be confident you are always working from the most up-to-date version
  • No more emailing back and forth with updates. Everyone can collaborate on the same document online from any Internet connection in the world
  • Easily share Risk Tools in your Risk Management Plan with your whole team by adding them to your Corporate Library - it won’t affect your plan at all!
Advanced Branding Packages

In coordination with our Summer functionality release, ClearRisk is launching two new branding packages: Landing Pages and White Labeling.

Landing Pages:
  • Ever wish you could have a marketing page for each of your client groups?
  • Need a page linked to your website providing risk management policy information to your entire team?
  • For a low annual fee, ClearRisk will build and host your landing pages.
  • Even link the page to your ClearRisk Manager login for your whole team.


White Labeling:
  • For those who want the ultimate branding experience, White Labeling is just the thing.
  • The White Labeling package allows for your company’s logo to be displayed at the top left of every page throughout your account.
  • Regardless of the page they visit, your users and team members are constantly reminded of the service your organization is providing.
  • In addition, the White Labeling package provides a custom login page.
  • Select your URL and direct your users to access their ClearRisk Manager account through a page branded by your organization alone.

Contact the ClearRisk Success Team for more information on the ClearRisk Summer Release. 

The ClearRisk team are committed to providing the best online risk management planning application in the world. We value any feedback you may have.

Thank You,

ClearRisk Success Team,

[email protected]
Toll free 1-877-734-7475

Topics: ClearRisk, ClearRisk library, risk management plan, risk management solution, risk tools, clearrisk manager, ClearRisk Inc., risk management news, risk mitigation

ClearRisk Manager Version 2.7.0

Posted by Christopher Gardner on Tue, Mar 29, 2011 @ 11:03 AM

March 29th, 2011 

ClearRisk is proud to release several new features in the most recent update.  

  • User Libraries:  In addition to the ClearRisk library, users will be able to have shared libraries within large groups. For example, all members belonging to an association can opt-in to share content with all the other members of the association. This update further enhances ClearRisk's ability to promote collaboration around risk management. 
  • Risk Management Plan Templates in Library: In addition to sample policies and templates in the library, users will now have the ability to select an entire pre-built risk management plan. 
  • Hide Risks from displaying in Plan & Reports: Users have the ability to hide risks in a plan and not have them effect their risk management plan implementation percentages or show up in reports. This is useful if you want to build out a comprehensive risk management plan but won't be working on certain risks for a long period of time. Simply hide the risks now and when you are prepared to work on them, un-hide them. 
  • Custom report colors: Further customize your reports with the selection of your own company's colors. 

See how to use the new fetures below!

 

 

 

 

 

Coming Soon

Branded Login Pages: Our enterprise clients will soon have access to their own branded login pages. 

Topics: ClearRisk, risk tools, clearrisk manager tutorial, clearrisk manager, ClearRisk Inc.