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Add a drop down when selecting group shortcuts

Need the ability to filter through files when selecting a process group shortcuts, we have alot of processes and it is hard to establish when they have the same file structure in different BU's where to place the shortcut process. Similar to Note...
Guest over 5 years ago in General 1 Open for voting

Customise reference number field

We would like to request a feature enhancement to allow customisable text to appear inside the reference number box informing end users what data should be added to the field. Currently, the text that appears is "A unique reference number (optiona...
Guest 6 months ago in Process Creation & Editing 0 Open for voting

Ability to have notes on conditional process links

Currently we use the notes functionality to manage conditional processes because we don't have the ability to describe the condition criteria applicable. Could we have a text field added to the conditional process field, so that we could define th...
Guest over 3 years ago in General 1 Open for voting

Excel Exports to include Process ID

I think it would be great if the Excel exports includes the Process ID. An example of a use case would be: Following up on overdue (review) processes. We would download the report, and follow up with the process owners and experts (outside of Pro...
Guest over 5 years ago in General 4 Under Review

Bulk word change

Unfortunately at the beginning of our process mapping journey, we used the actual software name for our record keeping system rather than the acronym EDMS - so in our processes we have Content Manager 9 and CM9 throughout (this wouldn't be a probl...
Guest over 2 years ago in General 1 Open for voting

Checklist permissions

HiIt would be good to be able to set permissions on checklists.At the moment checklists are open to anyone – they can’t be locked down – anyone can edit them.It would be good to have the option to have set users/groups to be able to view/edit/crea...
Guest about 4 years ago in Checklists / User Management 4 Open for voting

Ability to assign a role as an owner or expert rather than a specific person

No description provided
Guest about 4 years ago in Process Creation & Editing 3 Open for voting

reopen actions in the improvements module

Actions can be closed by the person assigned to the action but the IO owner may disagree that the action has been completed and therefore needs an option to reopen an action.
Guest over 2 years ago in Improvement Management 0 Open for voting

Improvements Module

There should be the ability for the system to email the assigned users when actions are due rather than have them appear on their dashboard - this is a major issue for us. The Improvements add-on could be a brilliant tool if the the somewhat restr...
Guest over 2 years ago in Improvement Management 0 Open for voting

Is there a report that shows which documents belong to which processes?

Is there a report that shows which documents belong to which processes? The purpose of this would be to identify the improvement opportunity due to the number of documents belonging to multiple processes. Currently there is only a document list re...
Guest over 4 years ago in Documents 1 Open for voting