7 - Nintex Promapp
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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.
39 votes -
Have Promapp auto generate unique reference numbers
Companies that are accredited by the International Standards Organisation ("ISO") are required to allocate unique reference numbers to processes, forms and policies. This can be quite time consuming and it would be great if Promapp automatically generated and displayed unique identification references for processes and forms. Would be a great customer selling point to ISO accredited companies.
9 votes -
View unpublished processes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Requesting please for an 'unpublished processes' tab to list those that require review
19 votes -
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.
30 votes -
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…
9 votes -
ProMapp to Glossary Map
It would be great to get a glossary to ProMapp association report or visual same as what we get for System Maps.
7 votes -
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.
25 votes -
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…17 votes -
Add a Search option in My Review process list on Dashboard Or include a Review button in overdue process maps
The Promasters can see all the processes and documents that need to be Reviewed but if the Promaster wants to search for a process they are the Owner or Expert, they have to scroll down the full list of processes to find it and then review it. If a Search option could be provided in this area it would make the search much easier. OR alternatively, provide a Review button in the overdue process map itself so the process can be reviewed and the notification be cleared from the Dashboard. This will be useful when the process does not require…
5 votes -
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/
24 votes -
Process Review notification roll up Auto email
It would be good if a monthly email could be sent alerting Experts/Owners of the processes they have ready for review. I think an email for each process could be too much with some people having ownership of many, it would be a good prompt, alongside the dashboard notifications especially if/when people are not regularly checking their notifications dashbaord
7 votes -
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.
7 votes -
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.
16 votes -
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.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.
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…
56 votes -
Show approvers in ''Submit for Approval" dialogue
When sending a process for approval, the user can enter a short explanation of what has changed and why. Understanding your audience is key but there is nothing on this screen to show who the approvers are.
To identify the approver the user has to exit this dialogue and go back to the process and check both the summary tab (for expert and owner) and RACI (for additional approvers). This still won't show any approvers added by the group Stakeholders.
Only once the process has gone for approval is it clear who
Request is to add a list of who…
4 votes -
risk display on Processes
I would like to see the risk "tag" show up on the printed process.
Also, I would like the risk tag to show the title of the risk, not just the reference, and not the risk portfolio This allows us to highlight a health and safety risk in a process more effectively
4 votes -
Enable the copy functionality for both standard processes as well as variants.
Would be useful to enable the copy of variations of a process same as for standard as currently if aiming to replicate a variant , one needs to start by copying a standard and the recreating the variation within.
Thank you.3 votes -
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.
25 votes -
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.
45 votes -
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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