Process Manager

FORUM POSTS AND DISCUSSIONS | Previously known as Promapp

  • 401 Topics
  • 928 Replies

401 Topics

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ElenaWestRookie
asked in Process Manager

Is there a way to share "TODO" with more than One person? Not "ReAssign," but share

In other words, the TODO would show up on two or more people’s dashboards: One dashboard where TODO shows is on the originator-of-the-TODO, and the other dashboard(s) the TODO shows is on any other user the originator specifiedThank you in advance for helping with this question!

2
E
22 hours ago
T
Timbo
posted in Process Manager

Formatting text

How can I format text in a "task" or "note"? For example adding colour and emboldening as follows:make a note of the invoice number

13
T
2 days ago
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ElenaWestRookie
asked in Process Manager

Is there a way to get "Group" names to display alphabetical order?

Please DISREGARD, found answer.

4
A
2 days ago
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ClaireTRookie
asked in Process Manager

Lean Tags Data - export of data table

Does anyone know if there is a way to export the data table listing for Lean Tag Data ?     noted on the other data tables such as glossary there is export functionality but not within the tagging lists  .       I am aware of the tags mapping report (in our case its called Requirements Map)  but this appears to display only the tags used in processes .      After a flat list of data .  Any ideas ?   Thanks 

2
C
6 days ago
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Farah2024Rookie
asked in Process Manager

Process review date setting

Good day,I have changed the process review date from 12 months to 36 months, but some of the processes are still considered “to be reviewed” although they are within the new setting time frame.Does it mean the processes will be updated from this date, and the previous procedures will still be reviewed within 12 months?Thank you,Kind Regards,Farah  

0
F
10 days ago
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emilychenhRookie
asked in Process Manager

System Tag - remove from lanes

We want to use the system tag features when writing processes, however, is there a way to disable the function whereby the process lanes are split by roles and processes?E.g. Activities assigned to role ‘Customer’, we only want 1 lane with multiple activities with different processes. Instead of the current setup where the activities will be split by Customer System1 activities and Customer System2 activities.We do want to keep tagging the systems so we can then generate the report on what system is used for which processes. Therefore, want to use systems and not general tags.

2
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16 days ago
D
DubeRookie
posted in Process Manager

notify

The configuration section for Logging cannot be found in the configuration source

1
Nintex_Sam
20 days ago
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ericahiRookie
asked in Process Manager

ProMapp Certification Training

Hi - I’ve been studying for the Nintex Process Mapping Practitioner - Author exam and have failed 4 times by 1 question. Any suggestions for additional training? It seems like there are multiple ways to do certain things and I keep selecting the wrong answer. I have 3 more tries to pass it. Any suggestion?  thank you

15
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20 days ago
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ArlinJohnsonRookie
asked in Process Manager

Print PDF process maps without Gray background

Is it possible to create and print the PDF of a Process Manager process flow without the gray background behind the process map? And yes I prefer not print to save paper, but in our organization for some of the workshops the participants will view and place comments / changes on the wall for others to see before updating, especially for end to end view of the entire Value Stream.

5
W
21 days ago
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AndeRookie
asked in Process Manager

Regional User Groups

Is anyone aware of any regional user groups in Perth, Western Australia? 

2
A
22 days ago
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habmand_Rookie
asked in Process Manager

Hiding costs from process experts

Is there any way to only allow BAs/ Promasters access to Process costs in Process Manager?

1
BrettHutchinson
24 days ago
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LisaEvansRookie
asked in Process Manager

Slides from Nintex Global User Group - Process Manager??

HiI am reviewing the on demand video of the Global user group forums that were held last week.  The slides show that there were links to more in depth resources, but these links are not clickable in the video, and I haven’t received the slide packs separately.  Are they held anywhere central? Courtney’s presentation indicated the slides linked off to helpful resources… Thanks in advance for any leads!

5
L
24 days ago
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ClaireTRookie
asked in Process Manager

Number of Process Views - Company Dashboard

Can anyone confirm ,  is the Number of Process Views data on the Company Dashboard based on unique users ? Thanks 

1
mblue1
29 days ago
stapleer
stapleerRookie
asked in Process Manager

To Delete, or to Disable, that is the question:

General House Keeping Question:Does anyone Delete  old employees from Process Manager or do you leave them as Disabled forever?We have 1336 disabled users, and a current user list of 1320.My general rule now for when someone leaves is to delete all their roles and transfer all their processes (if possible) - but there’s a whole lot of history in here to clean up.Thanks

1
A
1 month ago
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Wendy2Scholar
asked in Process Manager

Add check boxes to tasks

We want to add a checkbox symbol  to tasks.  We include a series of questions at the end of our SOPs and want users to tick (on printed versions), yes or no in a box.   If we can’t find a way to make this work I may lose a large number of users who are contemplating dropping Promapp and going back to using word Docs.  Any suggestions would be greatly appreciated! thank you.

2
W
1 month ago
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TroySNovice
posted in Process Manager

Emoji

I am a bit slow on the uptake on this one but thought I would throw it out there anywayI was working on a process today and realised that I could incorporate the use of emojis into itFor example say my activity was Print . . . . . . . followed by tasks, I can go Windows Key +”.” to bring up the emojis selection, go and find a printer emoji and change my Activity to be something like the following:🖨Print . . . . . . ✔🧙‍♂️🏆🍺🙃Basically dump any kind of emoji in there

0
T
1 month ago
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Wendy2Scholar
asked in Process Manager

Ability to force page breaks in a Process

Has anyone found a way to force page breaks when printing a procedure?  We have SOP’s for our drivers which have a sign-off section that they need to complete when they have finished their training on the SOP.  We want the sign-off section to always print on the last page so we can tear off the sign-off sheet and the driver keeps the SOP.  We don’t want to add the sign-off sheet as an attachment as it’s important it prints with the version details etc. Any suggestions would be appreciated.

0
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1 month ago
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ClaireTRookie
posted in Process Manager

Is there any function to Bulk Archive Processes ?

Does anyone know if archiving of processes can be done in bulk? Probably a bit of a weird situation but we have a process group that was used as a training environment of which we need to archive legacy training/test content. At the moment archiving is being done process by process which is quite time consuming . Any advice or guidance on how this may be done quicker would be of value .   Thanks

1
Ali_Dymond
1 month ago
K
KatrinaLKNovice
asked in Process Manager

Roles in Archived Processes

Can you delete roles that are in archived processes, or do you have to restore the process to remove the roles from the process before you can delete the role?  

1
Nick_Endsley
1 month ago
stapleer
stapleerRookie
asked in Process Manager

Remove/Change System Tag

I have a “test” system in our Process Manager Tags which unfortunately means it is tagged in a process whenever someone mentioned to test something (which is quite often).  Is there a way to remove the tag from every process in bulk, but not change the wording in the actual process?  I can then remove “Test” from the systems list.  Thanks

4
Lauren_R
1 month ago
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HannahSRookie
asked in Process Manager

Feedback not showing up on Process Manager Dashboard

When I receive feedback on a process in Process Manager, it does not show up in Feedback/Suggestions dashboard. How can I get this fixed so that feedback shows up in my dashboard until it is resolved? Thank you!

0
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1 month ago
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he68735Novice
asked in Process Manager

Where is Promaster listed?

How can I check who our Promaster is? Actual name/s. I need to check if we have a current backup while someone is on leave.Thanks.

1
Nintex_Sam
1 month ago
stapleer
stapleerRookie
posted in Process Manager

Promaster/Lead Champion Job Description

Hi, Do you have an official role for a Promaster or Lead Champion in your organisation?  If you do, would you mind sharing the position description or business case written for this role?  Any information would be very much appreciated.  Thanks

2
stapleer
1 month ago
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bmat1962Novice
asked in Process Manager

Mobile App for Promapp-Checklists

Does anyone know if you can access a checklist that you have created?  My team would like to access them from a remote location and check off things as they are discussed during pre-construction meetings for each construction project, and they are normally held at the site.  Would be nice to have this ability.I would also like to know if once the checklist is completed, if we could print to pdf and place it into another file system?  Anyone know if that is possible?

0
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1 month ago
butlerj
butlerjNintex Employee
posted in Process Manager

Process Modeling Customer FAQs

What is “process modeling”?  Process Modeling is another way of visually representing the process and operations of a business.  It can help managers make decisions about how to optimize their resources and improve efficiency in their process through the development of a process model.  Examples of process models include flowcharts, process maps, swim lanes, process trees, and state transition diagrams which all allow for unique ways to represent different types of processes. Through Process Modeling businesses can analyze their costs, opportunities, constraints, and risks in order to reach success.  Process Modeling solutions often leverage BPMN a standard international language and a standard format for documenting the business process.   What is BPMN?  Business Process Model and Notation (Also known as BPMN) has been the one of the most common languages and formats used to document business processes since its introduction in 2004.  Developed as an international ‘language’ for descr

2
C
2 months ago

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