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Ability to re-order action order in an action plan (Improvement Module)

Hello, Let's say that we create an action plan with say 3 actions and later, we realised that we missed one more action that should be completed ‘before’ the 3rd one in the original plan. The newly created action will show at the top or at the bot...
Guest 9 months ago in Improvement Management 1 Open for voting

Resend Awaiting Approval Notifications from the Dashboard

We have processes which are currently awaiting approval ranging from a few days old to a few years. We would like a way to re-send/push out awaiting for approval email notifications from the dashboard to prompt users to go into their dashboard and...
Guest over 1 year ago in Dashboard & Notifications 0 Open for voting

Approval process

1. Currently if you need to change the Owner, Expert, add/remove key words you need the process to go through the approval process. You should be able to update this information without impacting the published version version as this realistically...
Guest over 3 years ago in Process Review & Approval 1 Open for voting

More control over glossary tagging

Currently, words will automatically tag from the glossary which is a feature we love until it doesn't quite make sense for the context of the process. It would be good if you could un-tag a definition similar to how you can untag a system when a ...
Guest almost 6 years ago in  8 Not Planned

Add report for all processes by role keyword

Often times we need to together the processes by a specific department. This will include several roles (ie Purchasing - Contract Admin, Purchasing - Buyer, etc). At a minimum, I would like to see a report that can search on role keyword to be exp...
Meghan Blue over 3 years ago in Reporting 2 Open for voting

View documents without having to download and save

Each time a document or file is viewed it has to be downloaded to the computer and is stored on the hard drive, usually in a default directory. It would be useful if downloading was an option or at the very least an option to delete the document a...
Guest about 6 years ago in Documents 6 Not Planned

Ability to add email when sharing a link

Reinstate the ability to add comments or an email body when sharing a link. This feature would allow users to provide context or personalized communication, improving clarity and efficiency in sharing information.
Guest 3 months ago in General 0

Improved functionality to search/assign responsibilities and roles

When assigning a responsibility or role in the "Select Role" popup, there is no easy way to search other than scrolling down what is a rather large list.It would be good if there was a way to quick search the name of the role that would then filte...
Guest over 4 years ago in Navigation, Search & Filtering 2 Planned

Either include an auto-save option or build a warning that alerts user they are about to be timed out

Users who are interrupted with flow of work sometime lose effort when they go afk for a while (is it 2 hours?), then potentially pick up where they left off only to learn they have lost all their recent work because the system logged them out (tim...
Guest almost 6 years ago in  5 Open for voting

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 ...
Guest almost 3 years ago in Process Creation & Editing 0 Open for voting