7 - Nintex Promapp

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  1. Bulk archive/delete of processes

    We create processes during training that serve no purpose after the training session. It can take a long time to search for these and archive/delete them one by one. It would be a lot quicker if this could be done in bulk, by searching for processes with a certain name and then selecting the ones you want to archive/delete in bulk.

    25 votes

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    Open for voting  ·  2 comments  ·  Improvement add-on  ·  Flag idea as inappropriate…  ·  Admin →
  2. View unpublished processes

    We have the ability in My Dashboard > My Reviews to view published processes which are due for review, but there is no similar function to view processes that have been saved, but forgotten to publish.

    Requesting please for an 'unpublished processes' tab to list those that require review

    13 votes

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    Open for voting  ·  3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to create new roles within the Add User function

    I often need to add a large number of new users at a time. It is very time consuming, and I don't know if their role exists unless I have a separate screen open to search the roles, and then add new roles if needed.
    It would be a big time saver if I could do this within the Add User screen, where I could click on "Add Role/Responsibility" and if the role isn't available, I could have the option to add a new one and assign to that new user from the same screen, rather than having to close…

    15 votes

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    Open for voting  ·  4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add hyperlink to an email address in a process

    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.

    18 votes

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    Open for voting  ·  4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  5. Document owner rights for Expert by default

    I recently discovered that when an expert starts documenting a new process, they are not automatically given Document Owner rights to documents they upload. This means that while they are creating this process and it hasn't yet been approved they cannot make any changes to documents they add, and need to completely delete and readd the document. They can't even upload a new version or change the label.

    The workaround at the moment is to manually assign document ownership rights to individuals and this must be done at a folder level, however this is cumbersome and lacks logic. It would…

    5 votes

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    1 comment  ·  Improvement add-on  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to show decision loops in a process on the Map

    As most Business Process in the world are not just straight linear processes and can have steps that based on decisions or choices made that the process could loop back to an activity that has already occurred in the process or actually skip steps forward. Yes you can make these comments on activities in the form of notes but at a high level if you just look at the mapping of the process you would never see that.

    16 votes

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    Open for voting  ·  4 comments  ·  Improvement add-on  ·  Flag idea as inappropriate…  ·  Admin →
  7. Improved Functionality for Transitioning Processes between Owner/Experts

    In order to better support transitions in process ownership, whether they are published or in development, I propose the following functionality be added.
    Break the Publish Now feature for Promaster's into 3 separate functions/Button.


    1. Transition O/E- This button would function to transition groups of processes not yet published between owners and experts. It would transition only it would NOT publish. Maintaining process approval structure and not signaling the original owner.


    2. Transition Publish- This button would transition groups of processes that may be in an additional layer of update or development. It would republish the process as an increase of 1…

    51 votes

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    Open for voting  ·  7 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  8. Improved functionality to search/assign responsibilities and roles

    When assigning a responsibility or role in the "Select Role" popup, there is no easy way to search other than scrolling down what is a rather large list.
    It would be good if there was a way to quick search the name of the role that would then filter only those that match the desired search term. This would save a lot of time.

    12 votes

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    planned  ·  1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  9. Archive function for particular personal or training units

    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.

    24 votes

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    Open for voting  ·  10 comments  ·  Onboarding & Training add-on  ·  Flag idea as inappropriate…  ·  Admin →
  10. Link a Document on Group Level

    There does currently not exist an option, where a document or image can be linked into the group overview tab. Only processes or groups can be shown there.

    It should be possible to have a link to a document, such as framework visualisations, policies or other "over-arching" artefacts.

    7 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. API Key to connect Promapp reports to Power BI

    We have implemented connecting data from the Improvements Module to Power BI via API Key (which is fantastic) and we would like to replicate the same with the reports available within Promapp. The Promapp dashboard doesn't provide the level of detail we require, which is obtained through the reports. For example, the Promapp dashboard gives a percentage of process views but we are wanting to look at greater detail on a dashboard.

    Many thanks,
    Michelle

    4 votes

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    1 comment  ·  Improvement add-on  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to move opened document images when in Procedure View

    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.

    42 votes

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    Open for voting  ·  4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. Bulk delete of documents

    It would be great to bulk delete documents. Over time a number of documents have been uploaded and are no longer or were never attached to processes. We would like to be able to bulk delete any unattached processes that have not been viewed in 12 months or more. Searching through and deleting documets one by one is too tim intensive/

    14 votes

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    Open for voting  ·  3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. Process review notifications

    Currently, with Explicit Process Review turned on, we are notified that there is a process that needs to be reviewed. A notification is added to the dashboard prompting action. When the review is attempted an error is generated because the review is outside of 8weeks from due date.

    I propose that the notification isn't delivered to the dashboard until the action is able to be completed. Getting a notification 2 weeks beofre being able to complete the task is pointless and wastes time investigating the dashboard notifications.

    11 votes

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    Open for voting  ·  1 comment  ·  Process Variations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Key search words can be changed without Process Owner/Expert approval

    It would be fantastic if we could make Key search words editable without needing to get additional approval from Process Owners and Process Experts, similar to when we change Process Review Dates.

    We want to be easily be able to update Key Search Terms against a process with mimal red tape, this way we can action feedback regarding navigation and discovery of processes immediately without having to go through and approval workflow.

    It could be made similar to Process Review Dates and cycles, where the change is logged in the chat log but it doesn't need explict signoff.

    3 votes

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    Open for voting  ·  2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to add viewers to Incidents

    We would like to have the reporter of the incident to have the capability to add viewers to the reported incident when submitting the form. Once the ticket is submitted we don't want to have the users with the specific permission to edit the tickets to add a new viewer.

    3 votes

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    1 comment  ·  Improvement add-on  ·  Flag idea as inappropriate…  ·  Admin →
  17. Process Changes not Yet Viewed by User report

    Hi,

    I generate the Process Changes not Yet Viewed by User report every month to monitor compliance within the business. I have just found out that Nintex has changed the report and now it can only be generated for one role at a time, not for all roles. As a business with 44 roles, this will be a time consuming process. Promapp is meant to assist us in streamlining processes, not create lengthier time consuming processes. I have raised this with the Support team, because initially I thought the report wasn't working for me.

    We have been a long-term, reliable,…

    4 votes

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    Open for voting  ·  2 comments  ·  Process Variations  ·  Flag idea as inappropriate…  ·  Admin →
  18. Role Groups

    Some of our activities have an entire team (or teams) that carry out the activity, and within that team there are multiple roles. This means that we need to add more than six roles to an activity, which the software doesn't allow us to do.

    We would like to be able to set up Role Groups (eg: Desktop Support), and assign multiple roles to that group (eg: Senior Desktop Technician, Lead Desktop Technician, Team Lead Desktop Support, etc). Then we want to assign that Role Group to an activity.

    The desired outcome is that a person with the role of…

    3 votes

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    0 comments  ·  Improvement add-on  ·  Flag idea as inappropriate…  ·  Admin →
  19. Enable dashboard notifications & emails when an incident owner is changed

    Please see all details in the word attachment including our business workflow. I have had a call with Tanzim as it was initially thought there is a workaround for this but there is not.

    5 votes

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    Open for voting  ·  1 comment  ·  Improvement add-on  ·  Flag idea as inappropriate…  ·  Admin →
  20. accessibility improvement for colour blindness

    It has been brought to my attention, by a colleague who is colour blind, that they have struggled with the colours used in Promapp.

    I would like to request appropriate changes to improve accessibility for colour blindness.

    Below are some articles for reference about the use of colour:
    http://web-accessibility.carnegiemuseums.org/design/color/

    https://www.w3.org/WAI/WCAG21/quickref/?showtechniques=141#use-of-color

    Many thanks for your assistance on this matter.
    Michelle

    6 votes

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    planned  ·  1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
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