There is no way to delegate your approvals when going on annual leave. There is the capability to bulk transfer Process Experts or Process Ownership but updating Additional Approver and Publishers has to be updated by each individual Process
Mass transfer of @TODO (eg. when someone leaves the company)
When you transfer Ownership (Owner/Expert) of a process, you should also get the option to transfer any @TODO within that process that are assigned to the same person. OR Facility to transfer @TODO that are assigned to a particular person on mass.
Process and Document Review dates configuration more flexible
Review dates should calculate from the date the review is DONE not the day it is due.
review dates should be more flexible - if review is done in the middle of the review period why can't we mark it as reviewed and reset the schedule?
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 Pro...
It would be great to enable Business Analysts and Promasters to create, generate, and publish custom reports for promapp processes within promapp. Even better if an API existed to connect to data and generate reports/dashboards in conjunction with...
Remove roles/responsiblities through user import functionality
The file upload of users that have changed their role, is adding their new role to their User profile, but is not removing the old roles.
With nearly 9000 users it is a huge administrative task to remove roles manually.
It would be great to be a...
Create config setting to restrict ability to Manage Groups
The ability to create and manage Groups is causing issues with the defined structure regardless of the training that has been provided to editors.Improvement idea:Create a config setting to allow edit ability for Groups to be restricted to Promast...