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Process Group Report

As a partner running health checks for customers, one of the things we report on is the health of their process group structure. Only being able to identify groups that have processes in them using reports provides a gap in our knowledge that has ...
Guest almost 2 years ago in Reporting 0 Open for voting

Linked Processes: Control default inclusion/exclusion in Timeframe calculation

We would like for an Admin setting to control if the time of a Linked Process that's added in a Procedure is Included or Excluded. Today, Linked Processes (like all entries in a Procedure) are by default included in the calculation for the total t...
Evgenios Efthymiou 11 months ago in Process Creation & Editing 0 Open for voting

Document without process associated assign to Group champions for review

when there's a document due to review, if there is no process associated or stakeholder assigned. can it automatically assigned to group champions instead promaster
Guest 11 months ago in Dashboard & Notifications 0 Open for voting

Document change description to appear on the page

After adding a document change comment, it appears on the dashboard but not on the change log of relevant pages.I was asked what in the document was "modified" in the example attached but the document had not been modified, just the link to it was...
Guest over 4 years ago in Documents 1 Open for voting

Past due reminder

Would like the ability to send an e-mail notice automatically once a checklist goes past its due date. Would work best with the "target dates for activities" feature was included, but not absolutely required to make this work. An e-mail could be s...
Guest over 5 years ago in  2 Open for voting

Remove original document links when transferred to new processes and process groups

Documents currently stay linked to an original process if they are transferred to a new process. Removing the original process link allows for less administrative steps when the original process is then archived or deleted.
Guest over 3 years ago in Documents 2 Open for voting

When initially creating my checklist, I expected to see some type of 'action' option at the end to start the process.

I have created two checklists today and assigned them both to myself as the first recipient but have not received any email notification yet. As an end user I don't know if I have successfully started the checklist or not. Might be useful to have...
Guest over 5 years ago in  3 Open for voting

All processes - Explorer view

Would be great to navigate groups structure in explorer view - like MS Windows folders
Guest almost 2 years ago in Navigation, Search & Filtering 0 Open for voting

Modify Ownership & User Rights Report to Include Process Writers not Editors of Groups

We are trying to track who is actually writing processes (published and unpublished) and there is no report that shows that or dashboard view for the Promaster. We can export to show process editors but it is useless and only shows editors of a gr...
Guest over 5 years ago in General 1 Open for voting

Ability to search by reference number when using the search function in "Processes I'm in" and "Processes I own"

Currently only able to search by title
Guest 12 months ago in Navigation, Search & Filtering 0 Open for voting