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Process Manager

Process Manager

Access resources, discussions, and best practices to efficiently map, manage, and optimize your processes with Nintex Process Manager.

486 Topics
1,157 Replies

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486 Topics

posted in Process Manager

How have you used TAGGING?

Hi Community - I'm setting up tagging for our company wide and have thought of the basics (lean, automation, CI, controls) but wondering if anyone has used tagging in different ways that I could consider? Love your ideas!!

300

4 years ago

RosinENintex Employee

posted in Process Manager

New Process Mapping Certifications Now Available!

Your Nintex team is proud to announce the release of two new role-based certifications. Now Nintex Process Mapping Authors can test their knowledge at the Practitioner and Expert levels. These certifications replace the Promapp Expert certification, which has been gracefully retired. Celebrate learning by passing these difficult exams! Get Certified! at Learn.Nintex.com

660

4 years ago

Karen

asked in Process Manager

Is there a limit to the number of Roles you can link to an Activity?

We currently have an activity that many roles across the organisation complete however there seems to be limit of six roles that can be linked to the activity - is there a way around this?

740

4 years ago

alberted

posted in Process Manager

Nintex From Designer Compatibility

Hi everyone, is the Nintex form designer that I download for SharePoint online, the same tool that can be used on an on prem SP 2019?

4 years ago

Sally_Br

asked in Process Manager

Change e-mail notifications

Hello everybody,We are only using Promapp since a few months and need some help. Is there any way of turning off or at least limiting the number of e-mail notifications from Promapp? I have checked the Help Centre, but I couldn't find an answer to this! Thanks a lot for helping me with this!Best wishes,Sally

310

4 years ago

SteveMassey

asked in Process Manager

Diverging and converging activities

Hi there, I am trying to create a process that, based on a decision, branches to 2 alternate activities. These 2 activities must then connect to a single subsequent activity, i.e. Step 3 and Step 4 should connect to Step 5.

1200

4 years ago

KohenTNintex Employee

posted in Process Manager

Nintex Promapp and MSDynamics implementation.

I am looking for a reference client who has used Promapp do support the rollout/implementation of MSDynamics. It would be great to get your support. Thank you

4 years ago

Michelle3Rookie

posted in Process Manager

Assign a role to a group

Is it possible to assign a Role to a Group? I am looking for a bulk solution to assign all staff in a Business Unit to a few groups relevant. thanks

4 years ago

a1navaRookie

posted in Process Manager

Duplicate tags

Has anyone encountered (or found a clever solution for) when a glossary tag can refer to two different things? For example: CSI can refer to "Center for Student Involvement" or "Center for Strategic Innovation" (or Crime Scene Investigation) The glossary tag is restricted to only one reference. Perhaps an opportunity for a future fix? Thank you!

220

4 years ago

Bilwa

asked in Process Manager

Audit History for downloaded/printed processes

Is it possible to check in Promapp if a user has downloaded/printed processes? If yes, how do we go about it?

100

4 years ago

SrineeRookie

asked in Process Manager

How to Know # of Processes under Customer Subscription Plan

Does anyone have a clear definition on how to identify the number of processes that count towards your customer subscription plan? I'd like to be able to know this from time to time, especially as we are in a our first subscription and I get asked about this from my sponsor.

160

4 years ago

a1navaRookie

posted in Process Manager

Future State maps - best practices?

In addition to "current state," we have started creating “system agnostic” and “future state” maps for process improvement evaluation. With most maps existing as current state maps, I am concerned about getting further down the road and having staff 1) incorrectly referring to a future state map in search of current state and/or 2) having to navigate and maintain additional folders. Please let us know if you have found a creative solution for this. We are considering a few options:Don’t add folders, simply add “future state” to the end of the title. Adding another item to the unique reference code. Creating folders at the “top level” of our tree that are intended only for future and system-agnostic maps Creating folders at the “top level” of our tree that are intended only for future and system-agnostic maps and restricting visibility to the folder.

710

4 years ago

dalvarado_cmi

posted in Process Manager

Users who are part of an Action Plan in the Improvements Module

An action plan within the improvements module can have multiple people assigned to the different tasks. Is there a way to generate a report that would allow us to see which users are currently assigned a task and balance work loads based on this? or even to see how many tasks are late and who is responsible for each?

4 years ago

skr35Novice

posted in Process Manager

Tag Definitions

I am having trouble defining the different types of tags in Promapp. I cannot find any information on activity or process tags. What are all of these?System tags Document tags Lean tags Activity tags Process tags Glossary tags

210

4 years ago

Sayur

posted in Process Manager

Process checklist

Hi experts, I did a certification exam few days ago. There is one question that I am confused and curious to find the explanation. In the question asked if the statement of 'one checklist can be used multiple times' is true or false. Does the question refer to 1 checklist with the several items/activities to be followed up? Or it means the different thing? Thanks

590

4 years ago

Peter1980

posted in Process Manager

No activities appear for Checklist in Home page or Dashboard/My Checklist activities

When I create a checklist and assign activities to users, they do not appear in neither my own or other users dashboard. Neither do we receive notifications by mail. I follow the description in help centre for creating a checklist.

4 years ago

Sally_Br

asked in Process Manager

Large Process - Roles on the left not visible when scrolling through the process

Dear all, We have just started using Promapp and have created quite a large process. We have now realized that the roles on the left side at the beginning of the process map are not visible any more when scrolling to the right towards the end of the process map. Is there a way of fixing this part of the map when scrolling through just like in Excel? I very much look forward to your feedback! Thank you & best regards, Sally

4 years ago

fbastian

asked in Process Manager

trying to create process going back a step after a gateway

hi there,i am trying to create a process which involves going back to a step in the same process twice.As the picture shows.any suggestions on how to illustrate this?thank you

2190

4 years ago

Elzy

posted in Process Manager

How to Deleted Process Group

The only options in Manage Groups are New, Rename, Convert, Import/Export and Sort. Help, need to delete a Process Group that should be a Process. Thanks.

2920

4 years ago

pboon

posted in Process Manager

Approvals when Process Owner is Group Process Approver

I am unable to determine from the Help documentation what happens in the case where:1/ Process Approval is configured 'on'2/ The Process Owner is also the only Approver in the group the process is located3/ Auto-publish is enabled In this case, when the Process Owner releases the process for Approval, does the process auto-approve (because he/she is the only required approver for the group), or does that person still have to go in and as a separate action, approve the process as well? Or does some other condition affect this? Cheers

130

4 years ago

MonicaMRookie

asked in Process Manager

Additional Feedback recipients and respondents

Hi, We have situations where more than the Process Owner and Process Expert will need to see and respond to feedback for a particular Process or Policy. What settings or setup options are there to designate others receive the feedback notifications in their dashboards in addition to the two Process Owner and Expert defaults for a particular process? What would be the setup or settings for this same feedback/dashboard scenario in a particular Process Group?

4 years ago

kristyn

posted in Process Manager

User reference

One of our analysts has requested a user reference field in the user profile. This would allow us to cross reference with another system using employee number.

4 years ago