Would it be possible to show what checklists users are assigned to under their User profile e.g. like we can see which processes and groups they're assigned to under their user profile. This would assist to re-assign checklist tasks for those users who leave. At the moment there's no visibility over any checklists a user may be involved in from a system management level.

Within Process Approval Workflow it would be great if we could add an escalation matrix so that if an approver does not action in X amount of time, this then gets escalated to someone else and if they don't reply in X it gets escalated to Y and so forth

I am the Administrator of the website and would like to have the possibility of naming a "User Promaster", who would be entitled to have Promaster rights to edit users, without being able to see all the other notifications that a normal Promaster would get. Typically, I would like our HR Manager to be able to be responsible of the User Management system as she is the most adequate person to update this as soon as there is a change.

Documents cannot be deleted if they are attached to a published process (which is fair) however they also cannot be deleted if they are attached to an unpublished process, which is harder to track down.

This also makes identifying orphaned documents much harder since there are false positives.

Showing the unpublished processes (along with an indicator) would make this much easier.

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.

If the search field was more obvious then users would be able to find it. Then magnifying glass symbol is okay but the rest of the field could stay open instead of expanding.

The ability to create and manage Groups is causing issues with the defined structure regardless of the training that has been provided to editors.
Improvement idea:
Create a config setting to allow edit ability for Groups to be restricted to Promasters only, to Promasters and Business Analysts only (i.e. two options.

With hundreds of processes requiring review that include 10 or more screenshots or videos (images) it is painfully time consuming going through each item individually for each process. As these images also require a review it creates hundreds of items for review in the backlog.

As all images, videos, and documents attached to a process are reviewed at the time of the process review it would awesome if when a process is reviewed that all the attachments are considered reviewed and marked as complete at the same time.

Introduce a report for general feedback, to track feedback when it does not come from a process. Currently the only tracking method is the email.

When a piece of feedback is marked as resolved, it disappears from the My Dashboard/My Feedback view. This means that Process Owners/Experts need to remember which process the feedback was against to go looking for previously resolved feedback. Suggest adding a toggle to the My Feedback view to see all feedback, including resolved feedback.

It would be good to have the ability to set target date for each activity, plus reminder when overdue (Same as risk module)

I'd like to suggest a feature to specify the level of roles (actors) at the activity or task level for consulted and informed stakeholders. These roles would feed into the RACI as either consulted or informed but not appear in the map on swimlanes.

This would help us to report on stakeholders without adding unnessary swimlanes on maps and reducing the clutter by keeping only responsible roles on swimlanes.

Review dates should calculate from the date the review is DONE not the day it is due.

review dates should be more flexible - if review is done in the middle of the review period why can't we mark it as reviewed and reset the schedule?

In the acutal preview checklists are generated for process activites.
A helpul feature for the user would be checks for tasks. That way he can save his progress once he began to work at an activity.

Within the Improvement Module, I'd like to be able to change the Improvement Portfolio for an improvement. It's doesn't appear that it's currently possible to do this.

I'm utilising the Improvement Module to collect staff suggestions. Some of these suggestions will turn into an Engineering Change, which I also manage as a separate portfolio within the Improvement module.

I would like to be able to change portfolio for an open improvement. Currently this isn't possible so i need to close the original improvement and cut and paste the information into a new improvement.

Add standard reasons in a drop-down box for comments when publishing / reviewing processes EG: Minor Changes made to Position, or Updated position names, etc), and an option to write your own personal comment

Enable Portfolio Managers to leave comments or provide feedback on a registered risk, so that their feedback remains visible on Promapp. We´ve had cases where the Portfolio Manager, does not agree with a classification or category for a given risk, and there is no option to leave that feedback inside the tool.