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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 ...
1
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8
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System Tag Re-indexing - go beyond just the tag to the system but to the references in the process itself.
We recently Re-indexed our the name and definition of an CRM we sunset recently with the name of the new CRM we implemented.
While the tags on th particular Activities changed, the utterances or references within th process content itself did not ...
1
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5
VOTE
Allowing Systems tab to be viewable to all users.
We often are asked what Systems are or have been added in Process Manager. Currently, only BA and Promaster roles can see the Systems tab. We run the System Owner Report to share this although would like to have this setting in the Admin/Configura...
0
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10
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Allow the option to exclude documents in search results from Promapp to Sharepoint
When storing documents in a sharepoint environment and linking into a promapp process, allow to exclusion of those linked documents when integrating into sharepoint search results. The inability to exclude this results in duplicated results when r...
0
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7
VOTE
Process should remain in Dashboard until "Seen It" Selected
Once a user clicks on the Process link in the New Process or Process Changes in the Dashboard, the Process disappears once the Dashboard is closed or refreshed. Users may not have the time to review the entire process before the opened process win...
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8
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Hyperlink to a section within a process
Often our staff only want to see the details of the step of the process that they are responsible for. They don't need to read the process steps for other teams in the process. We would like to be able to provide a hyperlink that goes directly to ...
1
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1
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Show Inputs/Outputs of Linked Processes on the Process Map
When reviewing a Process Map, it would be useful to see the Inputs/Outputs of a Linked Process without having to navigate to the process itself, as I don't necessarily want to see the whole process, but just want to understand what the process req...
0
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7
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5
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Allow attachments to Suggested Processes
It would be useful to have the option to submit an attachment when submitting a new suggested process in Process Manager. This would allow colleagues submitting the suggested process to attach any existing documentation and would in turn save thos...
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7
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