Process Manager

May be an easy fix - I hope - but how can I get my process map to display in Portrait mode, like the rest of the document, when I print to PDF?

How much detail do you provide in your Promapp processes and procedures? We're scoping out how to level our processes but would like to hear your thoughts/experiences on when there is too much/too little detail.Our current scope is the following in Promapp:Level 0 - set up Promapp Groups using the organisational hierarchy (Corporate > IT > IT Support)Level 1 - High-level process, linking processes used by that teamLevel 2 - Promapp Process, main Activities needed to achieve desired outcomeLevel 3 - Promapp Procedure, summary of what Tasks need to be done to complete each Activity within the Process (listing which system is used)Level 4 - External user guide, detailed step-by-step instructions on how to do each Task (with screenshots, videos etc.) Our main challenge is to decide how we want people to use Promapp. Do they use it to get an overarching view of all processes required in their team and their dependencies, or do they use it for step-by-step instructions on how to perfor

What Promapp roles have you used to identify external stakeholders in your processes? We have some standardised external stakeholders which we use across the organisation (e.g. customer, contractor) but we wonder what the impact is (report/maintenance/usability) if we extend these to describe 'external parties', 'volunteer's as individuals and/or groups. Our perceived benefits of breaking external stakeholders into specific roles include pulling reports to identify which processes they're involved in and then doing due diligence on this (e.g. all individual volunteers have a WWCC).Our perceived disadvantages of breaking external stakeholders into specific roles include usability of writing processes within the organisation and opportunity for errors (e.g. users creating processes select the wrong role), as well as maintenance activities (e.g. role changes are not kept up to date as they're not standard within the organisation). It would be great to hear if anyone else has come across t

is it possible to link multiple processes to a registered improvement, under the investigation tab? I have multiple processes that will need to be linked, but I can only link 1 - each additional process that I "link" seems to replace the previous - thats not helpful  😕

Are you able to generate and reports from Promapp? I'm talking specifically about for the risk add on module. Would be very handy if reports from processes/risks inputted could be generated in reports, that could be then used for meetings and other visual requests/analysis. TIA

Im looking to split up a group into two folders. the only way I can see to move existing processes from the old group to the new group is painstakingly drag each one one into the new folder. Any other thoughts?

Hi, when publishing a process, I received an error that publishing failed due to an error that occurred while updating the entries. It then says I need to access the inner exceptions. Does anyone know how one accesses the "inner exceptions"? 

Is there a way to modify the approval settings so that you can specifically turn off approvals for reviewed/new revisions for processes?   We still want NEW processes to be approved but for existing processes that have been reviewed or edited and then submitted for re-approval we would like to to go straight to publishing as they require less of an approval process?

Anyone know how to restrict documents that have been uploaded (.xls or .pdf, etc) to be view only?  Currently when clicked on, local copies get produced on the users hard drive. 

I have a question about "Processes I'm in" tab.. that tab is to show user what processes that they participate right? but how can user participate in a process? did the process will appear there if that process is connected with their role? or did user just need to open a process and user will be automatically counted to be participating in that process? Thank you

Is it possible to restrict the edit access of a Business Analyst to processes in one Group only? I know we can make someone a Group Champion and that will give them edit access in that Group, but if their "privilege" is set up as Business Analyst, will they still have edit access in other Process Groups?

Hi,Has anyone used Promapp to map key financial processes and document (using the risk and control functionality) where the key controls are in those processes?  We are building a financial risk and control framework and I'm looking to link this to our business process mapping exercise which is using Promapp.  I'm new to Promapp and any help would be much appreciated.

Hi Everyone, I was wondering if anyone in here has used the APQC framework as best practice for their value stream mapping? What level do you map to in Promapp? Does anyone have a process architecture framework they would share? Kind Regards Tanya

Hey Nintex, Today is the end-of-month reporting day for us and I was disappointed to discover that the "ALL STAFF" role disappeared from the list of roles. So, instead of run one single "Process Changes Not Yet Viewed by User", I had to run eleven times filtering by process group and then merge the reports manually! Can you please bring it back? Thanks Waleria

Hi - does anyone have any tips for managing the Glossary/System for an acronym that has two different meanings?   eg: CMS (system) = Client Management System       CMS (glossary) = Contract Management Specialist   If I create an entry in both the Glossary and System area, how would this work when hovering over the acronym in a process?     Any hints/tips/tricks are most appreciated 🙂   Many thanks Lisa

I have a high-level framework document, for which I'd love to create a link that allows users to access it from a Group level, rather than from the task level within a process. So far all I can create is an upload or a link at the process level.  Is this a feasible feat or will it end in futile failure?  

Hi Team!We encourage our team members to share processes in broad communication using minimodes. However, if a process has subprocesses linked -the recipients won't be able to access them. Which is all good, but the pop up message is misleading -it states "Access Denied" due to user permissions. What the user should actually do is login to their Promapp account for fully visibility (for Promapp account holders) or contact the Process Expert (external users, with no access to our instance). We receive messages from our community asking what to do which is impacting their user experience.Changing the Access denied message would really expedite the communication. A simple rephrasing to "Access denied -please login to your Promapp account for full visibility (for Promapp account holders) or contact the Process Expert" could do the trick. Are you experiencing a similar issue? If yes, I just posted this as an idea for improvement under "Community Ideas" and would appreciate your vote!

How people manage adding users to roles in Promapp. We are using ADFS, so the user isn't created until they login the first time. So from that point, how do you identify that they are there, which roles they should be in Promapp and then get them added, and who should champion this?

A client has asked me what functionality Workday has to include Promapp. Do you know if you can add links or iframes within Workday?

We have a large organisation with many staff changes, how can we automate the allocation of people to roles, or do this via a report upload on a regular basis to ensure roles are always current?

I understand the ProMapp is to help make Process more simplify but not all business processes are in a linear fashion.  With that being said, has anyone came up with a good solutions to portray business processes that would go back to a previous step or steps further back in the process based on an decision or if the process goes to another process that then needs to come back into the process that started it at a particular point.  I understand yes you can make notes in the particular activity in the process to be if this happens go back and refer to activity 2.0, but if someone is looking at the process at a high level (map) they would not know this.

Hi,We have developed quite a large processes and have decided, to split it up into several processes. We have therefore copied the process several times and deleted the parts that are already mentioned in the other processes. But unfortunately the triggers/inputs and outputs are not displayed on the map any more although they can be seen and changed in the "Edit" mode. Is there any way of resolving this? Thank you for your help! Best wishes,Sally

Is there an easier way to run Organisational reporting? I currently have to run the process listing reporting team by team and add up the results

Join Protiviti for their next Nintex Promapp User Group to interact and network with Nintex Promapp users to hear how they are using Promapp in their organization. Organizations are leveraging Nintex Promapp as a valuable toolset to improve team culture, drive collaboration and innovation, and achieve operational excellence.February 17th Topic: During our next meeting, we will be discussing process governance and how we as organizations can effectively implement and maintain a governance program. If your organization has had success in this area, we’d love to hear it – the best information for our colleagues is always real-world experience!We hope to see you there!   @Andrea_Phelps @miketorti  Wednesday, February 17th 2:00-3:00 PM EasternRegister here

Does ProMapp support the ability to create a process that has non sequential activities in it? Currently, if I create a process, even if activities are unassigned, it creates a linkage between them. The activities in the process I want to construct can be actioned in any order so I don't need the sequencing.