7 - Nintex Promapp

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  1. Stop Process Acknowledgements being required for Expert/Owner transfers

    If there could be a button to turn off process acknowledgements for owner/expert changes that would be great.

    Example when a person leaves or changes role a Promaster will usually transfer said persons processes to another user. This causes notifications to be sent to various users for such a minor change. It would be good not to have to turn this setting off globally every time someone leaves the organisation just to temporarily stop notifications being sent out.

    This thus causes users to ignore such notifications and feel overwhelmed with the amount of acknowledgement notifications they receive.

    1 vote

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    0 comments  ·  Onboarding & Training add-on  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Comments in training units

    When signing a staff member off in a competency unit, there is a text box to add comments and the option to attach a file. When that training record is viewed, there is an icon on that person's competency line, but no sign of any of the comments entered.
    Would like to be able to view/access comments entered when signing off training and competency.

    2 votes

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

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  3. Reporting - Onboarding

    It would be good to have reports available for exporting for onboarding/training statistics.

    2 votes

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

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  4. Mark as Complete Button on Onboarding & Training Add-On

    We're just getting going using the Onboarding & Training add-on, and some of our initial user feedback was that the testers would have liked the "Mark As Complete" button to also appear on the Training Unit page so that once they were done reviewing all the associated processes/videos/documentation/external links, they could just click the button and be done vs going back to My Dashboard > My Training and click "Mark As Complete".

    2 votes

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

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

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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. When reporting on training units, scheduled date does not display when completed date

    Scheduled dates should always be maintained so we can identify if people completed units on time or late. Currently we won't know if a training unit was completed late if they have completed it because the scheduled date is removed when a completed date is added.

    1 vote

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

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  8. Specify an onboarding owner when setting up an onboarding plan

    Currently if you set up an onboarding plan for someone you automatically become their owner. Not useful to centralise this activity. Please allow admins to set the onboarding owner and the new starter so we can set up onboarding plans on behalf of managers.

    2 votes

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

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  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.

    27 votes

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    Open for voting  ·  11 comments  ·  Onboarding & Training add-on  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Reassign Supervisors of Training roles without having to schedule new training

    Reassign Supervisors of Training roles without having to schedule new training as if you do this then you have to re-upload all evidence or supporting documents. People change roles and supervisors often and it becomes very time consuming rescheduling training when it is not due.

    6 votes

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

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  11. add filter to training dashboard

    You should be able to filter the "my training" dashboard in the exact same way you can in the "my reviews" dashboard - by due in 3 or 12 months. Having recurring annual or bi-annual training sitting in your dashboard is unnecessary and I have had feedback from our team that they are annoyed by it clogging their dashboard. As you already have this filter in another tab of the dashboards, it must mean it is possible for the training tab.

    4 votes

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

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  12. flexibility of viewing intraining module

    Currently not all can view training module records unless they are an administrator. This is a problem as we want managers in the company to view training status of a training unit or of a team, but do not want them to have access to inadvertently change records, and do not want their dashboard filled with training notifications.

    We would like to be able to assign multiple viewers to a training or competency unit please.

    3 votes

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

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  13. Competency sign-off

    Owners should be able to raise training by person as well as training module, this is particularly true for competency renewal which is often undertaken for a person over a range of competencies

    3 votes

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

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  14. Training Module: Ability to manually set training notifications & to deactivate training if training requirement changes

    Our training owners are finding that their dashboard is becoming incredibly clogged with notifications for overdue training due to the fact that we have uploaded historic data in order to retain a record of training completed across the organisation. Our training owners are proactively managing the training status/needs analysis from the Training Unit itself, rather than from their Dashboard. However, in order to ensure Promapp functions properly, they need to clear their dashboard of these notifications each day. This can take up to 10 minutes each time, which is incredibly frustrating. Would be great if we could turn notifications off…

    7 votes

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    4 comments  ·  Onboarding & Training add-on  ·  Flag idea as inappropriate…  ·  Admin →

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