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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...
7
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15
VOTE
Associated documents transfer with processes
When transferring one process to another process group, the associated documents can automatically transfer to the process group simultaneously. After transferring the process, the individual associated document has to be moved one by one which is...
0
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32
VOTE
Make attachment types visible in the document library
Even if staff search our document library to check whether a link has already been created, they are unable to see the attachment type (ie form, guide, information, training, policy), so when they then go to attach the existing link to their proce...
1
Open for voting
14
VOTE
Ability to view documents in-software rather than downloading
It would be beneficial to process participants if they could view documents that have been uploaded to Process Manager within the software in a 'view-mode' (e.g. opening in a new tab or a pop-up window). If a document is hosted on Process Manager,...
1
Open for voting
3
VOTE
Document process group selection needs to be clear
Since the recent update to Process Manager a number of issues have arisen. One of these is an issue that occurs when attempting to select the process group that a document sits within. When you attempt to select a process group it appears to just ...
0
Open for voting
4
VOTE
Simple Document Ownership Management Independant of Process Group
Currently document ownership is bound to the group in which a document resides within Process Manager. It would be much better if document ownership / review could be manually assigned at document creation and bound to the document itself (similar...
2
Open for voting
5
VOTE
12
VOTE
Ability to Archive a document via the "My Reviews" page
On the My Reviews, page there is no option to delete a document. This means if a user is reviewing a document and found it to be obsolete, and needs to archive it they need to:1. Navigate to another screen to search for the document, 2. Navigate t...
0
Open for voting
23
VOTE
Moved documents remain in original folder/s - have to be manually moved
Documents attached to processes that are moved to another group should not remain in the original group or provide an option to select 'remove from this group'. With organisational restructures, processes can be moved and the extra work required t...
3
Open for voting
1
VOTE
Cannot filter Document report by Process Group
Currently you can get a report of All Documents in the system but there is no easy way to filter these to high level Process group. You can export to Excel but then the Group column does not list by high level Process group. You have to select eac...
0
Open for voting