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Add "Created by" to Reports

There is no existing report to identify all maps created by an individual. Business Analysts drafting process maps are not always the Expert or Owner of the process. It would be helpful to be able to quickly identify all processes drafted by an in...
Guest 5 months ago in Reporting 0 Open for voting

Dashboard Update Issues

The most recent update has added additional clicks and hidden information. There is no longer a header section at the top showing the filtered views. You now have to click on Filter to see them, hiding this away and adding an extra click. You cann...
Guest 4 months ago in Dashboard & Notifications 2 Under Review

Enhance current Search features

Instead of just having Search Process and documents, including the ability to Search by NAME / EXPERT or OWNER would be helpful. Either adding as an additional search box or being able to choose how the user wants to search
Guest about 2 months ago in Navigation, Search & Filtering 0

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...
Guest about 2 months ago in Navigation, Search & Filtering 0

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...
Guest about 2 months ago in Navigation, Search & Filtering 0

Revert My Reviews dashboard back to previous view

Previously, the dashboard displayed reviews in order of their due dates, making it easy to identify the next task. However, recent changes have disrupted this logical order, requiring users to manually sort by due date. This has led to numerous co...
Guest 4 months ago in Dashboard & Notifications 2 Started

Customize Process Manager Home Page

While there is some basic customization - addition of logo and an image, we would like to be able to customise the front page to better reflect how an organisation uses the system rather than be constrained by the fields and buttons that come out ...
Guest over 2 years ago in Navigation, Search & Filtering 0 Open for voting
127 VOTE

Delegation of Process Responsibilities

There is no way to delegate your approvals when going on annual leave. There is the capability to bulk transfer Process Experts or Process Ownership but updating Additional Approver and Publishers has to be updated by each individual Process
Guest about 6 years ago in General 7 Under Review

Add user view for promasters

Promasters are usually also users of the product. Our dashboard is cluttered up with notifications about processes we have nothing to do with in our business role. Add a view option so we can work as a standard user and switch to an admin view whe...
Guest over 2 years ago in Navigation, Search & Filtering / User Management 5 Open for voting

Ability to Delete/Archive documents linked to an Archived Process

Users expect that when they Archive a process it also archives the attached screen shots and documents. This does not happen and then the documents are stuck in the document library and cannot be archived or deleted as they are still linked to the...
Guest 9 months ago in Documents 1 Under Review