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...
Guest
over 3 years ago
in Documents
0
Under Review
When creating new users we should be able to manage their group access rights in the same window. Going to the Manage Groups section after creating new users takes up way too much time and is often forgotten.
Indicate when a note or task exists within activity step
Ability to visually allow the reader to know that there is further detail under an activity like a task or note. Either by color of activity or some marker. Users do not inherently know to review the dialog box or procedure and may miss key inform...
Meghan Blue
about 4 years ago
in Process Map
1
Open for voting
Ability to filter on Country / Only see records relating to your country
Add a default view to be applied by user based on country they are in. This could be determined by their email address in some instances if (AU or NZ for example are in the email addresses). Or give the user the ability to be able to filter on the...
Optional View in Folders split by Project Expert Name to mirror current Process Folder view
The current visual of it being in a table like view with 5 columns could be improved by making it look like the Overview Process Folder view. Part 2 of this would be to have the Process Owner's name on the folder. Making it easy to identify the Pr...
We desperately need to see both active times and wait times on map view please. At present we can only have one or the other. Whilst you can see both in the procedure tab, this isn't helpful if you are presenting to the Executive, who need the hig...
Guest
over 5 years ago
in Process Map
4
Open for voting
Ability to create new roles within the Add User function
I often need to add a large number of new users at a time. It is very time consuming, and I don't know if their role exists unless I have a separate screen open to search the roles, and then add new roles if needed.It would be a big time saver if ...
Guest
almost 5 years ago
in User Management
4
Open for voting
Include process feedback (including star data) in the reporting API
Please can we include the process feedback reporting functionality within the reporting API. Currently, we have to export and amalgamate manual reports from Process Manager to the data we're extracting through the API. These additional steps could...
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,...
Guest
over 2 years ago
in Documents
1
Open for voting
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...