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32
VOTE
Bring back the ability to edit documents from Search
In the most recent Proces Manager Update 4.11.19, the team have r emoved the ability to edit documents directly within search results. This has massively reduced the ease of use of the platform, as Document editors and document owners now need to ...
8
Under Review
16
VOTE
Ability to Delete/Archive documents linked to an Archived Process
Users expect that when they Archive a process it also archives the attached screen shots and documents. This does not happen and then the documents are stuck in the document library and cannot be archived or deleted as they are still linked to the...
1
Under Review
63
VOTE
63
VOTE
Ability to move opened document images when in Procedure View
Hi - small enhancement if feasible. From the persona of the Promaster, or reader of a process in Procedure view, it would be great to have ability to move around an image you have opened up in an Activity so that you can see the image and the task...
7
Open for voting
9
VOTE
Archived documents are not moved out of the original folder and this prevents "blank" folder from being deleted
Users expect that when they archive a document that it moves it out of the original folder into an archived folder (like the Processes) This does not happen and the archived documents are left in the original folder which then cannot be deleted al...
2
Under Review
1
VOTE
Cannot filter Document report by Process Group
Currently you can get a report of All Documents in the system but there is no easy way to filter these to high level Process group. You can export to Excel but then the Group column does not list by high level Process group. You have to select eac...
0
Open for voting
1
VOTE
15
VOTE
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...
0
Open for voting
7
VOTE
Give everyone VIEWING rights to see a document's properties e.g. Document Type, Associated Processes and Groups and History
When creating a process and want to link a document, you need to first select the document type. Sometimes you don't know the document type as it might not have been uploaded by you, so you're stuck; having to go through all the possible types to ...
0
Planned
52
VOTE
Show draft/unpublished processes that are using documents
Documents cannot be deleted if they are attached to a published process (which is fair) however they also cannot be deleted if they are attached to an unpublished process, which is harder to track down.
This also makes identifying orphaned docume...
5
Not Planned