We suggest creating the ability to pin favourite processes / groups to the top of the front page in order to help staff easily identify their favourites. Similar functionality to what is available in SharePoint or file explorer where you can pin a...
Stop trigger approval workflow when attahment upload/revise in process in edit view
Based on the Promapp setting, uploading attachments (mainly for working instruction) in a process in edit view will trigger approval process.
Different from uploading documents directly in Document negivation bar to go through approval process, a...
Guest
over 3 years ago
in Documents
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
about 4 years ago
in Documents
2
Open for voting
Show System tags in activity details when Printing PDF
We had a customer reach out regarding System tags not showing when printing processes. Seems like when the process is in-progress status the System tag wont show in the PDF but it does show on the process map of the printed PDF. The system tags wo...
Guest
over 1 year ago
in Reporting
0
Open for voting
Change Dashboard Column heading from 'out of date processes' to 'Processes overdue for review'
The Governance page of the Dashboard shows the process statistics for the organisation in 6 columns. The 3rd column is titled "OUT OF DATE PROCESSES". It would be more accurate to title this column "PROCESSES OVERDUE FOR REVIEW". The processes hav...
Guest
about 4 years ago
in General
3
Open for voting
It would be great to be able to close the loop when sharing process reporting with multiple business units within an organisation via giving access back to the Process within the reporting.
When submitting for approval you click the button in the top right, but at the next step - entering description - the bottom right button saves, but doesn't submit. That button is now on the left. Might smooth the UX if these were switched.
Publication Declined should revert new process to Unpublished instead of In Progress
A new Process is in PAW (revision 0.xx) and Awaiting Publish. Once declined and back into editing state, it lists as In Progress. Instead, it needs to revert to Unpublished because the process has not been previously published. This inaccurate lab...
Document Approval Regime does not inherit from Parent group
Currently when you turn on Document Approval in the system ALL sub folders in the system are defaulting to "All Required to Approve" which means all approvers must approve each document or screen shot. The sub folders are not picking up the defaul...
Guest
over 1 year ago
in Documents
0
Open for voting