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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
1
VOTE
Gap in functionality - Unable to access Document Reference field when adding a document
There is a gap in the current functionality, where if you have enabled "Document Reference" on your instance of Process Manager (which allows you to assign a unique Document reference number or identifier for better document control and governance...
0
Started
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
38
VOTE
Option to decide if a document (image, video, pdf, etc) should be added to the Promapp library
When writing a process with attachments, especially screenshots, it is often not necessary for that image to be added to the documents library. It would be great to be able to tick a box that says this document is not required in the library but i...
5
Not Planned
18
VOTE
Manage web links the same as other documents
it appears that “Web Links” appear in Admin>Reports>Documents, but you can not see them under the “Documents” tab on the top horizontal menu bar. At the moment, it appears that the only way that we will be able to tidy up the Report, is to m...
0
Under Review
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
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