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Associated documents transfer with processes

When transferring one process to another process group, the associated documents can automatically transfer to the process group simultaneously. After transferring the process, the individual associated document has to be moved one by one which is...
Guest over 1 year ago in Documents 0 Open for voting

Role Archiving

Currently Processes can be archived, but Roles can't. Roles that are only associated with archived processes cannot be deleted so remain available to be allocated to user profiles. Roles that are only associated with archived processes should also...
Guest 6 months ago in User Management 0 Open for voting

Document process group selection needs to be clear

Since the recent update to Process Manager a number of issues have arisen. One of these is an issue that occurs when attempting to select the process group that a document sits within. When you attempt to select a process group it appears to just ...
Guest 4 months ago in Documents 0 Open for voting

Email notifications in Training Module

Training Module - to allow staff, owners and supervisors to more effectively and in a more timely manner be informed of manage training it would be very beneficial for the module to have email notifications sent at each step in the workflow. Addit...
Guest about 1 year ago in Dashboard & Notifications / Integrated Training Management 0 Open for voting

Move Triggers and Inputs section on Procedure to the top

Wouldn't it make sense for the 'Triggers and Inputs' section to be at the top rather than at the end of the procedure. They are supposed to support the user experience by providing information on what triggers the process yet most users would not ...
Guest over 3 years ago in Process Creation & Editing 5 Open for voting

Option to create a Sharepoint embed code to display the procedure view

We would like to be able to embed the procedure view (not just the map view) on a sharepoint page and also to have the option to embed a view of a specific activity from the procedure view. This would provide an option for our users who currently ...
Guest almost 2 years ago in Integrations 0 Open for voting

Allow creation of Minimode Links for Process Models

It would be really useful to be able to share minimode links for Process Models in the same way as the Process Maps. This will make it easier to circulate updated Process Models as they can use the same link as previously sent.
Guest almost 2 years ago in Process Modeling 0 Open for voting

mass change process review date by excel without approval process

the problem is changing the review date for many processes at the same time. Currently the process is manual and the promaster has to manually check each process (in my case over 150) and change the date and then each of the process owners has to ...
Guest 6 months ago in Process Review & Approval 0 Open for voting

Better system for lean tags

We use lean tags a lot and some of the most frustrating things with this feature are we had to create work around because we didn't want the user experience to be polluted by potential improvement ideas found during the writing process. We hide ou...
Guest about 6 years ago in General 9 Open for voting

Archive function for particular personal or training units

When you have set up training in the system and people have completed the training, but have changed role and no longer require refresher training there is no way of archiving that persons training record for the training unit so instead it shows ...
Guest almost 5 years ago in Integrated Training Management 12 Open for voting