Process Creation & Editing
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14
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Control which users/roles/privileges can see cost information on processes
Is it possible to make some processes private or restricted so only certain people can view it. Our users are concerned that if they add the financial details to specific roles, especially roles where only one person is employed such as a COO, tho...
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1
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Archive a process that automaticallly unassigns and unlinks without having to do it manually
when requesting a process to be archived, please make it so the links and assigned tags, roles, processes, documents all unlink without the manual process. allowing archiving to be one step. also having an option to select multiple at one time to ...
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12
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Reduce the headers and footers to maximise the editing panel for small screens
When working on a laptop screen (14") the panel for editing a procedure is taken up by the activity header (name, roles, add buttons etc) and a footer (save, view map buttons) leaving only 6 lines of text to 'operate' within. This makes moving ste...
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9
VOTE
Glossary items show when in edit tab
When editing a process, it would be great that when a glossary item (acronym) is used, it indicates what the glossary item is immediately. This would stop people using an acronym which has already been used and is not the same as what is intended ...
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15
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11
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Add ability to convert tasks or activities to notes
Currently you can convert an activity to a task, or a task to an activity. It would be helpful to also allow converting a task/activity to a note and vice versa. This would be most useful in cases of importing files from Visio, as you can convert ...
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3
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Process Best Practices Recommender
Provide analysis and best practice recommendations to process builders when they're creating procedure based processes. Provide warnings when users try to do tasks like publishing processes without basic content. I have observed staff publishing p...
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4
VOTE
When you 'Add process link', from the Edit view, it should open in full mode not minimode.
When drafting or editing a process, if you 'Add process link', from the Edit view, it currently opens in minimode. If you check in the procedure view, it opens correctly in full mode. It would be a better user experience if it opened in full mode ...
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1
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Prevent Copy of particular processes
There is a business requirement to prevent copies of processes being made for National based processes. We would like to see a function to "lock" a process from editing, copying and copies being made. This will ensure one source of truth particula...
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7
VOTE
Add 'Create process' right for users for specific process group
When the process creation right is restricted for PMs, BAs and PCs only, there should be a way to grant process creation right for specific users (typically Process Experts) for specific process groups. It should work in the following way: In Admi...
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