Policy links shouldn't display them as "Processes"
When a Policy link is added to a Process (e.g. within a Note in the Process), the link reads "Process" which can be misleading.
For example, at CST we have a Policy that describes when funds leaving an account should be processed as a Withdrawal ...
Guest
about 7 years ago
in General
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...
Process feedback option to include links / screenshots
One aspect of the feedback process that staff find frustrating is the lack of a link to the page the user was on and the inability to include screenshots when submitting feedback. This makes it difficult to identify the context when the response c...
Number of clicks required to clear out notifications seems avoidable & system response could be improved. Example... to clear out 80 document notifications. Must click Show More several times (wait) then scroll to very top to select Mark All A...
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...
Guest
over 1 year ago
in Documents
2
Open for voting
Improving the automatic dashboard notification email
Would we improve the look and feel of the automatic dashboard notifications include:- Allowing us to customise the messages which appears - Extend the hyperlink in the email to either the entire box or also the number in the coloured, not just the...
Stop Hunting for Edits - Highlight Changes on Processes Submitted for Approval
When an approver clicks to review a process awaiting their approval, they have to know to go to the Procedure tab, then settings to highlight changes - this should be automatic, by default.
Add a description when adding Roles. Today it is very difficult to identify if the Role is specific to any department or function. We have to check every association before editing, deleting or merging.