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Dashboard to immediately display actions rather than being hidden/accessible via clickthrough

Revert back to previous MyDashboard view, where the choice of actions are displayed immediately on the right hand side, rather than having to click on the three dots on the right (which are currently not labelled) to then choose the action require...
Guest 7 months ago in Dashboard & Notifications 0 Under Review

Bring back the ability to edit documents from Search

In the most recent Proces Manager Update 4.11.19, the team have r emoved the ability to edit documents directly within search results. This has massively reduced the ease of use of the platform, as Document editors and document owners now need to ...
Guest about 1 year ago in Documents 8 Under Review
128 VOTE

Delegation of Process Responsibilities

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
Guest over 6 years ago in General 7 Under Review

Ability to Delete/Archive documents linked to an Archived Process

Users expect that when they Archive a process it also archives the attached screen shots and documents. This does not happen and then the documents are stuck in the document library and cannot be archived or deleted as they are still linked to the...
Guest 11 months ago in Documents 1 Under Review

Dashboard Update Issues

The most recent update has added additional clicks and hidden information. There is no longer a header section at the top showing the filtered views. You now have to click on Filter to see them, hiding this away and adding an extra click. You cann...
Guest 7 months ago in Dashboard & Notifications 2 Under Review

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. 1. Transitio...
Guest about 5 years ago in Process Creation & Editing / User Management 9 Under Review

User Preference for Summary open by default

Now that the Process Attributes have moved to a drop down, there's an additional button click to identify who the process owner and expert are. It would be great if there was a way for the user to define if the Process Summary panel should be open...
Jonathan Butler 11 months ago in Process Map 1 Under Review

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.
Guest about 6 years ago in General 9 Under Review

Disable users in bulk.

Hi, You can use a csv file to upload new users in baulk but can you disable users in baulk? In our Org we manage 6000+ users so this would be of great benefit. Thanks Peter Kepa Admin Support Co-ordinator Quality/Risk, Safety & Environment (AU...
Guest over 2 years ago in User Management 1 Under Review

Archived documents are not moved out of the original folder and this prevents "blank" folder from being deleted

Users expect that when they archive a document that it moves it out of the original folder into an archived folder (like the Processes) This does not happen and the archived documents are left in the original folder which then cannot be deleted al...
Guest 11 months ago in Documents 2 Under Review