Process Manager

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.

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. 

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

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!

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!

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.  

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

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!

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

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!  

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?

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

Hello everyone,I can’t seem to find a topic around this so apology if it is out there somewhere under different heading/keyword.Basically, I have got user who was able to upload more than one image (multiple) to her processes tasks but is currently no longer able to add more than one.User can only add one attachment and then when you click on image to attach another one it doesn’t do anything.I’m trying to identify what issue is and what best practice is in this regard.Many thanks in advance.Regards,J  

We had the Training add-on switched off in our Process Manager instance because because there is no way to prevent process editors from switching acknowledgements on and potentially spamming everyone in the company with an unexpected acknowledgement request. Nintex has turned it back on (with no warning) and now I’m trying to limit our risk… any ideas?

Coming from a heavily regulated industry ,   i am wondering if anyone has come across issues where global changes which drive an increase to process issue iterations  (mainly changes to process elements as opposed to content  ,  for example  editing of a role name ,  editing of process summary, editing of performance targets etc)   impact on processes in terms of requiring pre-notification of change to regulatory bodies,   interested to see how others from similar industry’s are managing these situations as finding we are having to apply workarounds to manage the impact of global changes on these type of processes so as to remain in line with requirements.         

Hi, I have 100+ processes that need to move from our process manager to another.  Can this be done in bulk? and if so how?  - they would need the actual process and procedure, not a minimode.Thanks

I was trying to import a process from Procedure Text in Process Manager, but the functionality seems to have disappeared. Can you help me get it back?This help guide shows what it should do, and the screenshot “Import Options” shows that the option is missing. 

How do I restrict a process group to specific users within Process Manager?

Is it possible to "unpublish" a process?  If so, how?  If not, why?

If there’s a way to do this, please share :-) I hope it doesn’t have to be a copy & paste exercise. Even with Export/Import of text, it’s going to be a big task :-P

The Process Manager Global User Group meeting from November 2023 indicates (at about 28:30) that Variant Management 2.0 includes the ability to join individual processes as variation sets, and that the functionality “has been in application for a little while”… but I can’t find anything about how to do it in Help, University, or Community resources. Any ideas? Thank you!

Our organisation is looking at adding Te Reo Position Titles in our software systems including Process Manager.  Has any other organisations out there done this in their Process Manager System and how. Thanks

HI, is there a way to amend the default date range on the improvements register?We are using ours to manage audit recommendations and It appears to default to 3 months but many of our audit actions are older than that. 

Hello community,As you know, Process Manager has available a report called ‘Process View’ which is very straightforward in purpose.However, I would like to understand who within my organisation actually ‘rates’ processes (and not just view them). An image has been attached for clarity.Similar to the ‘process view’ report, the intend of this one would be to measure engagement. I could not find this report available in the platform. Therefore, I was thinking that there might be a way to run an API report with this customised request.Any insights on this please?Thanks,Carlos

We have a template of stencil shapes that we use in Visio and would like to be able to use these same templates in the process model, can these be added?Would like to be able to upload existing Visio diagrams into the process model but it’s not recognising additional shapes.