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Navigation, Search & Filtering

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Auto open notes

Would it be possible to create a button or option to open all the notes within a process? This would allow for easier and more efficient navigation, particularly when using ‘ctrl + F’ to find specific key words.
Guest 4 months ago in Navigation, Search & Filtering 2 Open for voting

Detailed search enhancement - Include the Activity Number that a note is located in

This will aid locating the specific note in the process after conducting a search.
Guest about 1 month ago in Navigation, Search & Filtering 0

Improve the detailed search results by adding a hyperlink or 'go to' button for specific search results

Suggestion: It would make the detailed search much more useful as a time saver if there was a direct link or 'go to button' to where a search return item is located in the process. Problem: After using the detailed search, it is not easy and strai...
Guest about 1 month ago in Navigation, Search & Filtering 0

Enhance current Search features

Instead of just having Search Process and documents, including the ability to Search by NAME / EXPERT or OWNER would be helpful. Either adding as an additional search box or being able to choose how the user wants to search
Guest 4 months ago in Navigation, Search & Filtering 0 Open for voting

Detailed search return enhancements - 1) more search returns visible 2) search matches counter per process

Currently having only 3 returns displayed per process is misleading, especially when doing a remove and replace exercise. 1) - Please make more return items visible in the search results, this could be a '+' button to see more results 2) - Please ...
Guest about 1 month ago in Navigation, Search & Filtering 0

Customize Process Manager Home Page

While there is some basic customization - addition of logo and an image, we would like to be able to customise the front page to better reflect how an organisation uses the system rather than be constrained by the fields and buttons that come out ...
Guest over 2 years ago in Navigation, Search & Filtering 0 Open for voting

Add user view for promasters

Promasters are usually also users of the product. Our dashboard is cluttered up with notifications about processes we have nothing to do with in our business role. Add a view option so we can work as a standard user and switch to an admin view whe...
Guest over 2 years ago in Navigation, Search & Filtering / User Management 5 Open for voting

Search function needs ability to filter out archived processes

Currently the search function provides both current and archived process titles, and you can't tell which processes are archived until you click into them. It would be great to have a bullet button on the right to be able to exclude/include archiv...
Guest 7 months ago in Navigation, Search & Filtering 0 Open for voting

Add Group and Improvement Portfolio Filters to Dashboard

It would be helpful to have an extra filter added in the dashboard reviews as to which group or improvement portfolio the review belongs to.
Guest 22 days ago in Navigation, Search & Filtering 0

Find and replace options

It would be nice when editing processes with a similar term (or system), that you could mass update all processes containing that work or phrase, rather than having to do them individually. We had a big system updgrate and had to manually update h...
Guest 10 months ago in Navigation, Search & Filtering 2 Open for voting