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Documents can be added as generic items so users don't have to select a type first (and possibly choose the wrong type)

Currently when adding a document the user must first select a type. If they don't know the type then they may have to search several times before finding the document they need. A shortcut to add a document to a process would also be beneficial e....
Jonathan Butler over 1 year ago in Documents 0 Open for voting

Make Document Approvals Easier / Inline with Process Approvals

Document approval has some usability issues that prevent it from being more widely used, and create admin overhead for Promasters.
Jonathan Butler over 1 year ago in Documents / Process Review & Approval 0 Open for voting

Allow configuration to restrict document upload by all staff

Please add a config item similar to " Restrict process creation to only PMs, BAs and PCs (Default: Off) " - ie make it " Restrict document creation to only PMs, BAs and PCs (Default: Off) " Why would we want all general staff able to upload any do...
Guest over 1 year ago in Documents 0 Open for voting

Ability to increase the maximum limit for document review frequency

We have made a decision as a business to review images and videos at the time of reviewing a process. We have several thousand images and videos attached to processes and the process of manually reviewing the images and videos separate to the proc...
Guest over 1 year ago in Documents 0

Add Training Description to Document Updates

When adding or updating a document within Process Manager, it would be helpful to capture any necessary training / review requirements that are needed for the document. This would help document owners provide training / review details to document ...
Jonathan Butler over 1 year ago in Documents 0 Open for voting

Improved Document Approval Workflows

Could the document approval workflow be improved to include a "Change Declined" Status that is only visible to Document Owners, Document Approvers, BA and Promasters? If a document approver rejects a document, the status of the document remains as...
Guest almost 5 years ago in Documents 1 Open for voting

Role you can assign to an activity

There is currently only 5 document types in the Configure section, all the five are important. Can there be the ability to add to this list example Quick Reference Guide (QRG). Please refer to scree shot
Guest over 3 years ago in Documents 1 Open for voting

Add Documents tab on Group Overview

It'd be great to have the Documents sub tab on the Group Overview tab. It would list all the documents attached in each of the processes added listed the overview mega process. Then you wouldn't have to drill down into each process to find a parti...
Guest almost 5 years ago in Documents 1 Open for voting

Associate Documents with Process Export/Import

Want documents to attach to processes when importing.
Jonathan Butler over 1 year ago in Documents 0 Open for voting

Allowing Process Owner and Process Experts the ability to upload documents as well as archiving those documents in the library.

Allowing Process Owner and Process Experts the ability to upload documents as well as archiving those documents in the library. They can upload a doc to their process although if removing it, the document is orphaned and a Promaster must archive t...
Guest over 3 years ago in Documents 2 Open for voting