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Permanently remove processes linked to onboarding

When creating onboarding for a role, while you can exclude processes you have linked, you cannot entirely remove them. Or delete the onboarding set-up. In situations where a process changes department, or changes responsibility, we cannot remove i...
Guest about 1 year ago in Integrated Training Management 0 Open for voting

Option to roll-up feedback on a process into a single email rather than at each activity point

If I provide feedback on multiple activities, the owner and expert get multiple emails (we had an instance of 20 emails recently). I'd like to be able to select whether to submit as I go, or complete my feedback and then submit a summary.
Guest almost 2 years ago in Dashboard & Notifications / Process Feedback 0 Open for voting

Whiteboard in Process Manager

When customers are first developing new processes, or are working on converting an external process into Process Manager (either from another tool or paper based), they go and whiteboard out the proposed process flow. We should be able to provide ...
Jonathan Butler 11 months ago in Process Map 1 Open for voting

Restrict turning on acknowledgements per process to Promaster

Any process owner can switch on acknowledgements for a process, without realizing that this will generate emails to every process participant. When all staff have a role in the process, this could lead to spamming the entire company with acknowled...
Guest over 1 year ago in Integrated Training Management 1 Open for voting

change the email notification for when a user requests a role change to include the title process manager

change the email notification for when a user requests a role change as currently it does not provide the helpdesk any details on what system the email request is coming from. We would like to add in Process Manager to the title and within the con...
Guest about 1 year ago in Dashboard & Notifications / User Management 0 Open for voting

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 ...
Guest about 1 year ago in Process Creation & Editing 0 Open for voting

User Profile Role Display - Primary Job Role

We have a number of Responsibility Roles our users are assigned to as well as Primary Job role , We have noted that in the User Profile display on the home dashboard it can display either. Could this be amended to display the individuals Primary J...
Guest over 1 year ago in Navigation, Search & Filtering / User Management 0 Open for voting

Font attributes

Ability to change the font, make old, and highlight works to stand out similar to the text box this idea is being written in to have more options with the font to emphasise the text.
Guest 4 months ago in Process Creation & Editing 0 Open for voting

Configure Reference no. as required field

Promasters should be able to configure if the 'Reference no.' field is required for publishing the process. This should be a master config setting that can be enabled, and then should also be able to be controlled at the Process Group level (simil...
Jonathan Butler 8 months ago in General 0 Open for voting

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...
Jonathan Butler 11 months ago in Process Creation & Editing 0 Open for voting