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Ability to navigate to process from Manage Groups

One of our staff members has said that they would like to be able to click on a process name from Manage Groups and have that process open. This would help them decide which group to put the process in. Currently the processes are listed, with the...
Guest almost 5 years ago in Navigation, Search & Filtering 1 Open for voting

Add a search function to the Roles list of options

When added a role to a new user, you choose the role option. When you have a lot of different roles it would be quick and simple to search by name or first letter. For example, if you have someone that is an Underwriter, it's a lot of scrolling to...
Guest over 2 years ago in User Management 0 Open for voting

Highlight feedback requiring response when viewing feedback tab on process

Highlight feedback requiring response when viewing feedback tab on process
Guest almost 4 years ago in Process Feedback 1 Open for voting

Change the favourite button

The format of the current favourite button is confusing. Please see document attached as to a suggestion about how this could be improved for user understanding.
Guest over 2 years ago in Navigation, Search & Filtering 0 Planned

Search Keyword added & a configurale report using Keywords

Context: 1. Overall, when in the initial dashboard(see below fig 1:), our people should be able to quickly search off the Dashboard (or using the top right search window) for a “Keyword” (in this case will be for an example, the keyword – “Respo...
Guest about 5 years ago in Navigation, Search & Filtering 1 Open for voting

Add Decline Button to Process Menu

As a Promaster, while I'm reviewing processes for publishing, I have the ability to publish a process while the process is open. However, I do not have the ability to decline a process while the process is open. I have to exit out of the process a...
Guest almost 4 years ago in Process Review & Approval 2 Open for voting

Add 'Before' and 'After' date filter to Process Changes Not Yet Viewed report

Only having the option to select 'Older than (weeks)' means it is not possible to run a report for only recent changes. It would be very useful to be able to exclude older changes
Guest over 1 year ago in Navigation, Search & Filtering / Reporting 0 Open for voting

Associate Documents with Process Export/Import

Want documents to attach to processes when importing.
Jonathan Butler over 1 year ago in Documents 0 Open for voting

Set Review Frequency by Process Group

Users wants the process review frequency to be set-up by folder. They want some folders to be quarterly, some to be yearly, etc. There is no way currently to do this; and explicit process review may not fit the need.
Jonathan Butler over 1 year ago in Navigation, Search & Filtering / Process Review & Approval 0 Open for voting

Document Preview

Please implement a document preview option similar to the image preview window. It is very unproductive to download each document instead of looking at the universal previewer window if I want to take a quick glance at the document for approval or...
Guest almost 4 years ago in Documents 0 Open for voting