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Process Manager

FORUM POSTS AND DISCUSSIONS

  • 470 Topics
  • 1,119 Replies
470 Topics
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WaynePaytonNovice
asked in Process Manager
Swimlanes in Subprocesses within Process Models

Hello,Why can’t I have swim-lanes in subprocesses within the Process Model?I’ve created a high-level process model, consisting of a few collapsed subprocesses, I can click into the collapsed subprocess, yet I cannot add swim-lanes, and this is where I want to actually put them to determine the roles of who is doing what.I’m using process model as its still at a high level and its concept/designing a business process, so I don’t want to start doing business processes until we have the basic concept “signed off” as such.Is there a reason for not being able to use swim-lanes in collapsed subprocesses?Is there any plans to add this in the future?ThanksWayne

5
W
5 days ago
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MregalaNovice
asked in Process Manager
Using process manager to perform internal audits

Hello, our organization will be onboarding our internal audit team soon and we are trying find the best way they can audit using Nintex. Our internal audit team audits all groups that are currently in Nintex and we have added them to view each group process. Now not all steps/activities/task will be audited (most yes, but not all) and we wanted to be able to identify those steps/activities/task that don't require audit. Since there is less that they would not audit then audit we figured a tag would work best, however we don't want the other users to see that tag. (for example we want the auditor to know maybe a certain step isn't required by CMS guidelines, however we don't want the examiner to know that because it may cause them to be more careless) We only want to auditors to see it. Is that possible? Or maybe someone knows of a better way?

4
M
12 days ago
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Sara Green MVBNovice
asked in Process Manager
How are you managing Process Acknowledgements?

We are working on setting up Process Approvals/Acknowledgements, but are running into issues when attempting to have 3 different levels of changes. Level 1 - Regular Approval Process Level 2 - Process Acknowledgements (Critical Changes) Level 3 - No Approval (Formatting/Typos)Does anyone have any best practices for how to manage Level 2 and 3?For Level 2, I am worried that Process Owners won’t turn on/off the acknowledgements at the right times. What is the best way to manage this? Are there any reports available that indicate if a Process Owner has turned on/off the feature?  For Level 3, how can a process editor skip the approval process? I appreciate the guidance!

1
Nintex_Sam
13 days ago
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AnnaSTDCRookie
asked in Process Manager
View of Overdue Risk Reviews

Hi allI am not sure if I am missing something, but as Promaster I can view all overdue risk treatment signoffs under my risk dashboard but cannot see the overdue risk reviews. I would like to know if there is a way for these to also pull through to my risk dashboard and whether i can have the ability to sign off risk reviews on other’s behalf. I meet with the senior leadership team quarterly to review risks and it would be much easier if i could sign these off after this meeting on their behalf.

2
A
14 days ago
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AndeRookie
asked in Process Manager
Using APQC Classification Framework

Hi everyone, Is anyone using the APQC Process Classification Framework as the set up in Process Manager? Please share any insight on whether it has worked or not worked in your organisation.Thank youAndrea  

4
A
15 days ago
cferrer
cferrerRookie
asked in Process Manager
Is it possible to rearrange the actions order in the action plan of the Improvement Module ?

Hello everyone,We have noticed that when creating an action plan, the actions that need to be resolved in a sequential matter i.e. Action 2 can’t be complete until action 1 is addressed, unless we create them in the same order that we want them to be completed, there is no way to rearrange them (at least not that we know of).For instance, if we create an action plan with say 3 actions and later on, we realised that we missed one that should be completed ‘before’ the 3rd action in the original plan, the newly created action will show at the top or at the bottom of the action plan.Is there a way to ‘drag’ the action or reorganise it so it is shown in the desired order in accordance with their sequence of completion? The same applies if the actions were not created in a sequential order (of completion) and later on it is decided to reorganise them accordingly. It doesn’t seem to be possible at the moment.Appreciate your insights on this.Thanks,Carlos

7
cferrer
22 days ago
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UlisesRookie
asked in Process Manager
API Interface Integration to pull out next steps, templates via API

Hi,As per subject line I have received an enquiry wanting to know if Promapp has an API interface?In addition to be able to map out their processes they would also like to have integration to the system to pull out the next steps and templates via API. They are enquiring about the reporting API functionality.Is the above possible? thank you in advance for your response.

3
U
27 days ago
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UlisesRookie
asked in Process Manager
Document already exist error when reattaching document to Process

Hi,I am a Promaster and I get this error when attempting to reattach a document to a process. Document was initially deleted from process as an updated version of same document was needed. Newer version replaced old via the edit document option under ‘Replace with new version’ in the Document tab menu. Neither the Attach Existing Document option finds the existing document in document library, nor the Upload New Document option allows you to do so because it is already an existing document in the system.Couldn’t find this issue being posted before. Thank you in advance for your assistance in this matter.Regards,Ulises  

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U
27 days ago
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UlisesRookie
asked in Process Manager
Where to find auto-reply system generated emails

Hi,I’m a Promaster with admin rights but I’m having difficulties identifying where auto-reply sent emails reside as the configure tab only seem to show on/off functions but not the actual emails that are sent to our organisation Promapp account when for instance an account is locked or when user is trying to log in without having an actual account. I want to potentially adjust the wording or email and also exclude individuals who get notified by email that are no longer part of the team.Many thanks for your guidance,Regards,Ulises  

4
U
1 month ago
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SMALLOWS22Novice
asked in Process Manager
Can you link back to an earlier activity?

In a process can I link back to a previous step.  Say step 3 in a process to step 2 and step 9 loop back to step 7?

3
MillaZ
1 month ago
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Lauren_RaymondNovice
asked in Process Manager
Unable to move process models to another group?

Hi! Question around Process Models - we are trying to move models from one group to another, however cannot find anywhere to do this - models don’t show up in the admin>manage groups screen and there is nowhere in the summary of the model that allows you to edit the group. Surely it is possible to do this and I’m just not seeing it? I’m very concerned the only way to get this done is to export, delete then reimport the model…. Any help would be appreciated!

3
J
1 month ago
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lhgravenNintex Employee
posted in Process Manager
Coming Soon! Process Manager available in French, French Canadian, German and Spanish

We are excited to announce that localization is coming soon to Nintex Process Manager! This means we will start supporting multiple languages, beginning with German, French, and Spanish. What is Localization? With the release of “localization” for Process Manager, we will officially start supporting languages other than English for the Process Manager user experience. These localization efforts will not only help existing customers find it easier to get work done in Process Manager but will also enable us to introduce additional language support rapidly in the future based on customer demand. The initial localization work will cover the UI elements created and managed by Nintex. This does not include user-generated process content itself, but process content level translation is something we are looking to support in the future; this can be facilitated through process variations today. How to Enable Localization Regardless of the site’s default language, users will be able to change th

0
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1 month ago
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UlisesRookie
asked in Process Manager
SSO credentials to access Nintex Promapp

Hi everyone,Users in my organisation sign in to Promapp using SSO after they have been previously set up using their name and their work email address as their log on.In relation to subject line, I would like to know If the authentication done behind the scenes is done via an integration from another system or manually, as in when requested by the user?This query is from in internal business analyst wanting to determine the potential impact of a user email domain change would have on their SSO log on. My guess is that to maintain user access the simplest way would be to update the log on field with their new email address and the SSO should continue to work?Thanks in advance,U 

2
U
1 month ago
stapleer
stapleerRookie
asked in Process Manager
Record Management System Name

Hi there, I’m wanting to get some advice - particularly from organisations with regulatory functions eg. Councils.  We have had a change in the system we use for our document management and while looking to change wording in processes to the new system (which is a manual process of 400+ processes), System tag change is easy - it’s wording within the process that causes manual work. What do other people do in a process when referring to saving a document in a particular system?  Do you use the actual system name (which could change any time and mean more rework) or do you use a generic name  - like Record Management System, EDRMS etc.Keen to hear others ideas.

2
BrettHutchinson
1 month ago
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Catherine ChanNovice
asked in Process Manager
Why have we removed the feature to edit documents from search in the Process Manager 4.11.19 Update?

In the most recent Proces Manager Update 4.11.19, the team have removed 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 go to All Documents > Search for the document > Edit, when previously they could just do it from the search screen.There does not seem to be any reason behind this change outside of aesthetics, but it has made it much more difficult and inconvenient for document owners and editors to administer their documents. 

0
C
1 month ago
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JanineNovice
asked in Process Manager
Process views

Is there a report to show processes not viewed within a date range?

2
stapleer
1 month ago
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ElenaWestRookie
asked in Process Manager
Is there a way to mass-change one Process Expert (who left co.) to another Nintex user/Process Expert?

Is there a way to mass-change one Process Expert (who longer works at company) to another Nintex user/Process Expert?In other words, for any process where name-of-user-who-left is listed as the Process Expert, are we able to change the Process Expert in ONE PLACE and ALL processes who have this “old” Expert listed will be updated to the new Process Expert/user?Thank you in advance for any insights you may have!

2
E
1 month ago
Christoph_S
Christoph_SNovice
asked in Process Manager
Counting Minimode views

Hi Is there a way to generate a report that shows the count of how many times a certain Minimode link has been viewed?Cheers!

1
J
2 months ago
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AdrianGaribdass01Scholar
asked in Process Manager
Delete roles associated with a user profile

We currently use the Import Users feature with Process Manager to manage our user accounts.  If a user has changed positions or roles within the company, Process Manager adds the new role to the user profile without deleting the old role.  We now find that many users have multiple roles (some up to 5) associated with their user profile.  This, in turn, impacts the notification sent to users based on their previous roles, which they no longer are interested in receiving.  Is there a setting or a way to ensure Process Manager deletes the old roles if changed?  At present, this is a manual process of going into each user profile and deleting the old role, which is time-consuming.  

2
MillaZ
2 months ago
stapleer
stapleerRookie
asked in Process Manager
User not able to see processes unless they are a Promaster

Hi there, I’ve got a staff member that is denied access to her own processes unless I make her a Promaster.  I’d understand if they are unpublished and someone else’s, but they are hers - so there should be no reason for her not to see them.   Any ideas what’s happening or what I should check?Thanks

2
stapleer
2 months ago
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CourtneyH
posted in Process Manager
Document Reporting

Is anybody using Promapp as their document management system? If so, how are you doing review reporting? As the upload date only shows when pulling a document report, instead of the 'Review Date'. Any ideas on a workaround or is Promapp improving the reporting from a Document perspective? Thanks!

5
cferrer
2 months ago
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UlisesRookie
asked in Process Manager
Unable to edit as process owner

Hi,As a Promaster I have got a query where a newly appointed Process Owner is unable to edit a process that is currently showing as ‘In Progress v10.2’ (view v10.0).I suspect it is stuck with the previous owner but can’t seem to identify who it is from the change log or can’t push it through from my end as it is not showing on “My changes” All I know is that previous Promaster did a ‘Global Replace of Owner/Expert’ but version doesn’t give PO/PE details at the time.how do I enable user to be able to edit this process? Is it in the hands of the current process expert?Thank you for your assistance.Regards,U

1
Garciiav
2 months ago
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LesinaNovice
asked in Process Manager
Global update of system name across all processes - is this possible?

We have recently updated our document management system, is there a way that I am able to do a global update across all our processes to update the DMS name, without having to edit them individually?Thanks in advance!  

7
L
2 months ago
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AnnaSTDCRookie
asked in Process Manager
Reporting on Inactive risks

Hi all,We are currently migrating our H&S operational risks out of the Promapp risk register into another solution. This will result in the deletion of the risks in Promapp. I would like to run a report to capture all the deleted ( inactive) risks and the reason for deletion ( included as last entry in audit trail). When i extract all risks including the inactive risks there does not appear to be any column for ‘state’ to differentiate the inactive risks from the active risks. Any ideas on how i could do this?

2
A
2 months ago
U
UlisesRookie
asked in Process Manager
Audit trail for deleted processes

Hello everyone,I want to know if Process Manager has an audit trail for processes that have been deleted after being archived. As a Promaster I’m unable to find these processes anywhere, including the archived list. I suspect it may have been deleted before my time but wondering if I could at least trace some activity with an audit trail.Many thanks in advance if someone out there know the answer or points me in the right direction.Regards,Ulises

2
U
2 months ago

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