When you have set up training in the system and people have completed the training, but have changed role and no longer require refresher training there is no way of archiving that persons training record for the training unit so instead it shows as expired until such time that person leaves the business or the complete refresher training. It would be great to be able to archive them so the training evidence is still in the system but not physically visible. This is important especially for KPI reporting for training and overdue training.

Hi - small enhancement if feasible.

From the persona of the Promaster, or reader of a process in Procedure view, it would be great to have ability to move around an image you have opened up in an Activity so that you can see the image and the task steps simultaneously.

When I am doing a quality and usability check for document images the image covers up the task content in the background.

This proposed report would show for each process which other processes are connected to it (linked process, conditional, linked by decision diamond or via notes)

Currently you can see this information for an individual process by going to the dependencies section of that process, but there is not way to generate reports with this information for a group of processes.

Having this report and being able to export its results could aid in developing visual flows of connected processes, aid in change management efforts, and dealing with processes connections prior to archiving.

We have a lot of roles and you need to scroll down the list to add or change a role. It would be helpful to have a search capability in this pop up box, or be able to jump to the section by alphabet.

When looking at a large process the roles on the left side at the beginning of the process map are not visible any more when scrolling to the right towards the end of the process map.

It would be great if this part of the map could be fixed when scrolling through just like in Excel.

It would be great to have more detail in the Status column of the Process List report. Currently there seems to be only Published or Unpublished. I'd like to see 'Awaiting Approval' or 'In Progress' rather than 'Unpublished'. That way it would reflect the status as shown in the process itself (next to the title).

When processes require approval the 'Subject Expert' should approve prior to the 'Owner' as best practice, however, Promapp does not allow that. With Promapp, the 'Owner' can approve prior to the SME and has no visibility as to whether the SME has previously approved. This causes issues with SME no longer having the Approval button on the process, plus often the SME may have changes that can't be made once the 'Owner' has already approved.

It would be more suitable for the SME to approve prior to the process notification for approval going to the 'Owner' for approval.

Disallowing a process to be published when there are unassigned activities would stop that from occurring.

Either that or, as a minimum, a warning pop up when the publish button is clicked.

Alternately, make it a config item that clients can control eg 'Enable publish with unassigned activities' (default setting would be off)

It would be good to have a Glossary that is case sensitive. Currently IT (Information Technology) is being tagged every time we use the word 'it'.

Even if staff search our document library to check whether a link has already been created, they are unable to see the attachment type (ie form, guide, information, training, policy), so when they then go to attach the existing link to their process they sometimes select a different attachment type and then their search doesn't locate the document (even though they know it's there!)

If the attachment type is visible in the document library their frustration levels will be reduced.

When using a decision diamond the process ends in two different places, which each have a distinct output. Unfortunately when entering an output there is no way to define which part of the process produces that specific output. The map shows both outputs flowing from both ends of the process.

To improve glossary functionality I propose the following.
1. There should be a data type called acronym as part of the glossary.
This should be case sensitive. This would allow for the organization to set its own acronyms and thus ensure effective use.
2. allow for users to have mulitple instances of an acronym. POC- Proof of concept, point of contact, . Allowing the process writer to designate a definition.
3. If there are dominant definitions within Promapp instances, for example APQC, SAP, BPM, these could be part of a larger glossary function to help share concepts across multiple organizations.

Hello,

we use brands for e.g. our project management framework, including a logo. Therefore it would be great to have different 'branding options', so we can e.g. include the project management logo into all related processes.
This is quite important for us, we strive to map all our processes in Promapp, but without branding option our marketing team will still recreate thosel processes in InDesign and we lose quite a lot of ability...

Thank you!

We notice that staff rarely look at the inputs and outputs because in the map view it doesn't show what the specific input/output is, and in the procedure view the input is listed at the end of the process activities. Therefore our inputs/trigger information is mapped as Activity 1 in most processes.

Suggestion to improve this: the green input/trigger box show the activity name - as it does for each activity in the body of the process. Likewise for the output box.

In a process we want staff to send an issue to a shared mail box but we are unable to make the email address a hyperlink.

A new Process is in PAW (revision 0.xx) and Awaiting Publish. Once declined and back into editing state, it lists as In Progress. Instead, it needs to revert to Unpublished because the process has not been previously published. This inaccurate label confuses reporting.