7 - Nintex Promapp

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  1. 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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  2. View feedback on the dashboard

    Hi, received the following suggestion from one of our users:
    "I note I can only identify where I have given feedback if I navigate to the feedback dashboard; is there something that could be displayed /flagged on the front screen of 'processes I'm in' to save the user duplicating a response they have previously given - something more visual would be beneficial."

    4 votes

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  3. 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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  4. Improve navigation

    Could you make your navigation in Promapp more like the standard MS Windows-style folder navigation? This would make it more second-nature to find things.

    Particular problems: 1) The UI uses three "home" buttons (see attachment). 2) It's unclear how to go up a level. Can I also use the browser back button? 3) The tiny links next to the third "home" button are not easily identified as containing folders. Thanks!!

    1 vote

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  5. 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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  6. Sort out page and formatting breaks when printing procedures, currently images are separated from the tasks

    When printing processes the images are separated from the associated task making them hard to follow in the printed format. Formatting / Page breaks can only be cheated by changing image size but this can only be modified by reuploading images with less pixels as a workaround to the poor formatting of the PDF documents

    2 votes

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  7. Stakeholders to review processes.

    Once a process author/editor is happy with a process they should be able to submit it to the stakeholders for review before it goes to be approved. There would need to be configuration to exclude certain stakeholders such as ALLSTAFF. An idea would be possibly to allow the author to select a bunch of representative individuals to send the process to.

    1 vote

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  8. 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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  9. Change landing page to Summary

    When you first create your process, the first page that you land on is the Procedure Page but in reality, you need to first land on the Summary page to make minor changes and then move to the Triggers and Inputs Page and then to the Procedures Tab. It would make it easier to train if you start at the top tab and work your way down.

    thanks

    2 votes

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  10. Change welcome email text

    Hello - I would love it if there was a way to change the text in the welcome email from Nintex Promapp when we assign licences to staff. At the moment, I have to send a second email to each person.

    2 votes

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  11. 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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  12. 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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