7 - Nintex Promapp

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  1. Have different branding options for different group of processes

    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!

    7 votes

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  2. Prevent users being disabled if they are a PO or PE

    It is currently possible to disable users when they are a PO/PE.
    There is no warning to tell you that you need to reassign their process ownership/expert responsibilities. Then when you go to reassign their processes as Process Owner, if the Process Expert is also disabled, it is not possible to reassign the PO.

    A few solutions:
    1) Prevent users being disabled if they are a PO or PE
    2) Warn the Promaster that they should be reassigned first
    3) Allow a PO to be reassigned even if the PE is disabled and vice versa.

    Please remember that Promasters leave…

    2 votes

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  3. Enable a bulk update to linked documents

    We have recently changed document management systems and all document links are now broken and must be updated manually within each process.

    An option to bulk update linked documents would help!

    3 votes

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  4. change status of checklist from discarded

    When a checklist is discarded it cannot be reopened. Another team member discarded my current checklist.

    4 votes

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  5. Document change description to appear on the page

    After adding a document change comment, it appears on the dashboard but not on the change log of relevant pages.
    I was asked what in the document was "modified" in the example attached but the document had not been modified, just the link to it was updated.

    3 votes

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  6. Change the onboarding owner

    When an onboarding owner goes on leave they usually want someone to step in to support the onboarding process. Currently there is no way to change the onboarding owner other than to have the other person set up an onboarding plan for the same employee. This makes for a messy experience for the onboarding trainee who has two entries in their plan.

    2 votes

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    Open for voting  ·  1 comment  ·  Onboarding & Training add-on  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Include a 'Reviewed It' button for when Explicit Reviews (configuration) is turned OFF

    When Explicit Reviews are turned OFF, the 'Out of Date' is calculated based on the last published date which is great.

    However if a process has not been updated (or is still current) after the expiry duration, the process becomes 'Out of Date' and currently the only way to make this process a published process again is to edit the process (just click around so the Save button appears) and the re-submit the process for approval and then publishing. This is because when Explicit Reviews are turned OFF, the 'Reviewed It' button is no longer available.

    This doesn't make sense...…

    2 votes

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  8. Customisable popup when publishing a process

    After a process is published there may be extra steps that a user has to perform outside of Promapp. It would be nice to have a popup box appear to alert users of these actions and include hyperlinks to the sites where these actions are performed. E.g. for us it is recording any improvements in our improvements register, so the popup would contain a link to this register.

    If this is not possible then is there a way of generating a report that identifies any improvements in the cost fields (active time/cost per cycle) and have that report auto generated…

    1 vote

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  9. Paper/display orientation

    When printing a process map, it would be good to have the ability to choose the orientation - Portrait or Landscape. Currently this is set to Portrait. Most of our documents are landscape and every time I print or want to save a pdf copy I have to change the orientation

    7 votes

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  10. Change the term "decline" to something a little more user friendly

    Some of my staff have been offended and put off redoing their processes when I decline them (perhaps they are feeling a little touchy) by the harsh word decline and have asked if we can change this word to something a little more user friendly - I am open to ideas of what this word may be - it may be that I need to ask them to toughen up a bit ????

    1 vote

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  11. Have the option to split company dashboard into lower groups for embedding.

    The company dashboard shows useful data, however, we have three sub-groups that have separate viewing permissions and only want to display the information for one of these. At the moment there is only the option to embed the whole dashboard or quite manually generate a separate dashboard.

    1 vote

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  12. My Changes>Processes for Publishing: Processes getting double declined; rough Author experience.

    We have configured that only our Promasters have a ability to Publish processes.

    We have a total of 4 Promasters monitoring and publishing or declining.

    We have had several processes where separate Promasters have declined the same process because the process still sits in the Processes for Publishing queue when declined and until a Process Author touches it to commence editing.

    Either:
    a) drop the process completely from the queue when declined, or

    b)have an additional column to show that it is currently declined, or

    c)have a new Type value that indicates Currently Declined, but definitly not Awaiting Publishing as…

    8 votes

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  13. Deleting onboarding in progress or closed

    Would like to be able to delete closed or in in-progress onboarding for occasions where this is no longer applicable or created in error.

    1 vote

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  14. Show Total Annual Time in Hours in Cycle Cost and Related Reports

    We love the Timeframe Functionality.

    In the Map View under Cycle Cost it could be valuable that we include a value for Total Annual Time in hours. Currently we have the total Cycle Cost ($), Annual Volume and the calculated Total Annual Cost ($).

    In our firm and under our Lean program we provide values for annual estimated cost and time as estimates for business cases and to quantify value for improvement initiatives.

    Great too if the suggested value was also in the related reports: Process Cost Savings Report; Process Time Savings Report.

    Thanks for the consideration.

    3 votes

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  15. Allow PO/PE to respond to feedback by replying to email directly, instead of having to go into Promapp site

    Currently the system automatically emails Process Owners and Process Experts when a piece of feedback is received against a process.

    It would be much easier for the users to respond to feedback if they did not need to open up Promapp and if instead, the user replied to the automated email with their response. Similar to how Nintex Cases work, if support email you and you reply back to the email the response is automatically logged the case without you having to go into Customer Central.

    12 votes

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  16. Add 'Referenced Processes' & 'Online Resource/Other" to Training Units CSV report

    Each Training Unit references the following information:

    1. Referenced Processes
    2. Online Resource/Other

    When exporting the list of Training Units it would be useful to include the above information as well.
    ‘Tags’ are already included in this report but having the above would also be incredibly useful as a quick summary to find out which SOPs are linked to the Training Units.

    1 vote

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  17. Ability to alter the brand and colours

    Having the ability to alter the colours of Promapp would be a useful feature for organisations to customise it to their own branding.

    You can currently do this for the emails, which is great. However being able to do it for the general site would also be very helpful with embedding the system within the business.

    Even a small change such as allowing Promasters to customise the blue bar, buttons and font would be a significant change.

    8 votes

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  18. Enable process variations to be saved in different groups

    I need to put variations of a process into different groups relevant to the appropriate business unit / country. 

    Please can there be a work around or improvement on this?

    Many thanks

    Michelle

    3 votes

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  19. Consider creating a distribution list to be used in Checklist assign to function

    Hi
    We have a scenario where our Site based Engineers do not know who is on shift in our Perth office and as such, cannot utilise the assign function in the Checklists.
    They would like to see if a distribution list can be created with ALL relevant individuals expected to be responsible to carry out the said activity once assigned by the engineers?
    (This will enable someone on that distribution list, irrespective if they are on shift or not, to be responsible for that activity / task to be carried out).
    In its current form, this procedure as a compliance…

    1 vote

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  20. Add "Expand All" and "Collapse All" option for notes

    Add expand and collapse all option for notes. This would help when comparing versions and when searching for words using Ctrl+F in the procedure tab.

    18 votes

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