7 - Nintex Promapp

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  1. Policy links shouldn't display them as "Processes"

    When a Policy link is added to a Process (e.g. within a Note in the Process), the link reads "Process" which can be misleading.

    For example, at CST we have a Policy that describes when funds leaving an account should be processed as a Withdrawal vs. a Reversal (see attachment 1).

    But when that Policy is linked to a Process, the link doesn't say "Policy", it says "Process" see attachment 2). Ideally, the link should say Policy.

    15 votes

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  2. Create option to link to network file path rather than pop error message

    When linking documents to files in a network path we often have to past the path into a note to avoid using the upload link option that pops up an error message. It would be way more efficient to actually link to the file path, so users can go directly to the file (if they have access) rather than copying and pasting into Explorer.

    2 votes

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  3. Browse function available in Chrome

    In Chrome when ‘link document’ is selected and ‘link to a network file’, the ‘browse’ button/function isn’t available. This causes issues because the user then has to go to the file on the server where the document to link is stored, copy the windows location, then (if they’re extremely IT savvy) copy the full name of the file including file type to the ‘network location:’ field.
    In internet explorer (not the preferred browser), the browse button is available. This means I’ve had to encourage users to keep using internet explorer. It seems a bit backward to me. Can you let…

    9 votes

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  4. Add additional access level

    I would like to have a 4th access level in Promapp. Currently all users can create Processes,which is correct for a number of users, but we also need a 'Read Only' access level, for users who should have access to Promapp, but should not be able to create Processes.

    8 votes

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  5. Group approval

    Allow users to be set up as Group Approval at a process level.

    We have a few large Teams that own overall processes - is there a way that we can set up approvers as a group - for example Anna is a process expert, she needs to be an approver of all changes - if John and Mary approve changes Anna is OK with that and trusts them to approve (a bit like delegated approvers) and wants their approval to let the process move to publish without the process waiting for Anna to approve

    12 votes

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  6. System maps include unpublished processes

    Would be great if you could produce a System Map report that displays systems in processes including unpublished ones.

    10 votes

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  7. Improve how a user can find Promapp functions

    Would like to have a 'Where to find' tab or search field or option in cog wheel drop down. As a relatively new user still learning to navigate Promapp, some things are difficult to find (quickly). For example, currently the Change Log is (hidden) under the Map tab which does not seem to be a logical connect given most of the time we are in the Procedure tab.
    Using the Help Search function compounded my navigation difficulties by producing a lot of blurb but not giving me a one line 'where to find' response (see attached).

    2 votes

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    Thank you for this suggestion, I can see how this would be valuable. This is not on our near term roadmap but I have opened it up for voting to gauge wider interest.

    On the help front we are moving to a new help system that will make searching and navigation MUCH easier. I expect that to roll out over the next several months (some of the topics have already moved so stay tuned)

  8. Ensure Out-of-Date Process Report and Process List Report are consistent

    Refer to Nintex Support Case #00276547.
    The Process Name in the Process List Report is concatenated with the Reference Number but in the Out-of-Date Process List Report the Reference number is not included.
    Either remove the Reference Number for the Process List Report or included the Reference Number in the Out-of-Date Process List Repaort

    3 votes

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  9. Reporting figures on dashboard not a true indication of actual figures

    I cant pull a report that provides me with your fugure of 1321 and this is what I expect to get when I click on view report and have processes in this instance prior to Jan. Tags being updated or system log changes are not physical changes to a process this is more administrative.

    I need a report that provides me with what processes have not been touched in the last 6 months and that be reflective in the report I get. This way of reporting is not helpful and causes lack of trust in what the reporting reflects.

    How…

    10 votes

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  10. Apply promaster role by file structure

    We are a large organisation and have many different Business Units that can access other Teams processes. To enable them to be self sufficient if we could apply the Promaster access at a file level this wouls allow the Teams to be able to add additional approvers and move their file structure around etc without some of the other Promaster functionality

    12 votes

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  11. Add a drop down when selecting group shortcuts

    Need the ability to filter through files when selecting a process group shortcuts, we have alot of processes and it is hard to establish when they have the same file structure in different BU's where to place the shortcut process.

    Similar to Note - add procedure : where you have a search bar available

    12 votes

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  12. More dynamic dashboard reporting

    Overdue dashboard items for Promaster and Portfolio Managers show only overdue incidents and not overdue actions. If only 2/5 actions in an incident is overdue then the incident will not be reflected on the Promaster / Portfolio Managers Dashboard. Promaster's / Portfolio Managers can currently only overcome this by downloading the excel report to identify the 'real' number of actions overdue. This is inefficient for reporting to senior management and audit committee's.

    6 votes

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  13. Users' viewing rights, minimode sharing restriction to third parties and expired processes automated notification

    Users editing: see viewing rights granted on the users tab of Promapp, not only the editor rights. Possibly it would be great to edit viewing rights there.

    Minimode sharing: can Promapp add a safe guard by password or link expiry? Currently processes shared via minimode can be viewed any competitors if they possess the link.

    Expiring processes: can there be a better email notification to notify users via email about their expirced processes for example on a monthly basis?

    3 votes

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  14. Having a search button to search text in individual procedure

    Search button within procedure, Searching text within the procedure will help to quickly review targeted text or changes.

    7 votes

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  15. Excel Exports to include Process ID

    I think it would be great if the Excel exports includes the Process ID. An example of a use case would be:
    Following up on overdue (review) processes. We would download the report, and follow up with the process owners and experts (outside of Promapp).
    Then if we were to run the report again a week later, we can use the Process ID to filter out the ones we have already contacted.

    We can use Process names at the moment, but that can be changed (in the future) and is not something unique that stays with the process.

    12 votes

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  16. Create an Overview (end to end) Process View automatically

    Provide the ability for Promapp to automatically create overview (end to end) process views from process that are linked together instead of having to manually create that overview.
    Refer to the attached document for a mockup example (the last page shows the auto generated overview process created from the processes shown in the preceding pages

    10 votes

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  17. Sharing embedded process links

    I want to be able to generate/share process links for embedded processes. We operate a number of Promapp environments within the organisation. Some users only have access to a platform which hosts embedded processes. I would like the users operating on this environment to be able to share and create minimode links for these processes. No other functionality of process embedding should change as part of this idea.

    2 votes

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    Hi Nicholas – First of all, we’d love to have your join our Advance Preview program for Embedded Processes since you are one of the few customers who have adopted it (I think you have already signed up). Your request to be able to share embedded processes is very valid and I will raise with the team. Thanks for sharing

  18. Notifications for Reviews

    Recommend adding a configuration option to email owners and experts when a process requires review with the ability to set an advance notice (e.g. an email notification to be sent 1 week or 1 month in advance of a review due date).

    7 votes

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  19. Ability to export the Groups structure

    To enable an audit of the Groups structure it would be great to have the ability to export that structure out of Promapp and into Excel for example.
    The export could look something like the attached screenshot.

    22 votes

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  20. Surface email addresses in Reports.

    Can we surface email addresses in the reports so that Owners and Experts can be easily emailed from any report. This accounts for any discrepancies between the Names in any report and official names that link to emails in our company systems.

    3 votes

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