Process Manager

Hi Community, We've being using Promapp for a long time now, but it always was a bit neglected and user adoption was low. This is about to 180-degree-turn-style change now due to unified leadership team support and an initiative to get all processes truly mapped out with a proper lifecycle management around it to keep them up-to-date which is fantastic. With all that momentum there might be some overenthusiasm though to use the tool for what (I think) it not really is made for. I see ideas being floated to use Promapp as a place to document/store FAQs and How-To's (e.g. "how to view errors in a specific app when we receive an alert", "how to use a Surface Hub", "How to use VPN", "How to set up your working-from-home hardware", ...).The idea for staff to just search in Promapp for all their questions is enticing, but I'm very conflicted as the tool itself doesn't e.g. allow inline images in text which is what is necessary for most good IT FAQs and How-To's. This then means we have to ei

Not a question. Just a post in a place where I think folks will understand me. The other day, I learned the Awesome Meter will be going away to make room for other cool Promapp features. I'm not protesting. Just reflecting on the joy it has brought me in my limited time with Promapp. To let my community of users know to memorialize their Awesomeness with a snapshot of their meter, I posted mine in our internal Slack channel. I thought I'm the Promaster, my Freakin' Awesome meter image is legit and I'll share with everyone to take a similar snapshot. To my delight, others posted their snapshots and some were way more Freakin' Awesome than me. It signaled to me that we've done a great job with Promapp here.Thank you, Awesome Meter. We will miss you!

Can I use process variations to manage current (as-is) and future (to-be) processes? I was in a Nintex webinar the other day and I saw the demonstrator using a process with variations for current (as-is) and future (to-be). This wasn't the focus of the webinar however it got me thinking about how to efficiently manage as-is/to-be processes going forward. I'm thinking of setting up the following to manage this - I'd love to hear people's thoughts/experiences on this:Create process for the first time in Promapp (standard, current, and future variations) Publish current variation when process is finalised, leaving the future process as draft Everyone uses the published current variation The process owners/experts work on developing the future variation until they're ready to implement it This is where I still need to work out - Then either: Archive the current variation and then publish the future process (renamed current), or Update the current variation (copy text across from the futur

Join us for our 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. May 19th 2:00 - 3:00 EasternTopic: During our next meeting, we will be discussing user adoption strategies to help your organization grow your process mapping footprint – but in a deliberate and strategic way. *New* we’re looking for a featured guest speaker to lead the discussion in May. We’d love to hear directly from some of you – and your users! – to learn more about what it’s like to adopt process mapping outside of the process improvement team. Please contact Maggie Swearingen – Maggie.swearingen@protiviti.com – if you would like to join us as a featured guest. We hope to see you there! Register Here to attend!!

Hello,We are working on very high level maps that will eventually lead to more detailed maps. One activity we have listed is to "Administer the Contract". Is it possible to have the tasks be links to the more detailed process maps within Promapp? For example, one task/process that we complete to Administer the Contract is Conduct Site Visits which has its own map.

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?