Process Manager

Hi, Do you have an official role for a Promaster or Lead Champion in your organisation?  If you do, would you mind sharing the position description or business case written for this role?  Any information would be very much appreciated.  Thanks

Does anyone know if you can access a checklist that you have created?  My team would like to access them from a remote location and check off things as they are discussed during pre-construction meetings for each construction project, and they are normally held at the site.  Would be nice to have this ability.I would also like to know if once the checklist is completed, if we could print to pdf and place it into another file system?  Anyone know if that is possible?

What is “process modeling”?  Process Modeling is another way of visually representing the process and operations of a business.  It can help managers make decisions about how to optimize their resources and improve efficiency in their process through the development of a process model.  Examples of process models include flowcharts, process maps, swim lanes, process trees, and state transition diagrams which all allow for unique ways to represent different types of processes. Through Process Modeling businesses can analyze their costs, opportunities, constraints, and risks in order to reach success.  Process Modeling solutions often leverage BPMN a standard international language and a standard format for documenting the business process.   What is BPMN?  Business Process Model and Notation (Also known as BPMN) has been the one of the most common languages and formats used to document business processes since its introduction in 2004.  Developed as an international ‘language’ for descr

Wondering how others manage the situation where there are instances of duplicate named individuals? We used a workaround recommended within another thread where we add an initial /identifer after the users first name.    However due to us being a large company with a high level of staff change we use an automated import script to add and remove users ,   and recently established the script is overwriting where we have applied these initials/identifiers .  This is as you can imagine incurring an admin burden in having to reapply the initals,   otherwise our users cannot identify the correct user when assigning individuals to processes etc…. I have created an idea on the ideas forum to consider adding an initial / identifier field to user accounts ,  If anyone is experiencing the same issue here is a link to vote on -  Add a initial /identifier field to user account | Nintex Ideas

Hello,I’m wondering whether I can please pick your brains? I have set up a new user in Process Manager but when that team member tries to log in by using our SSO mechanism, the following error number pops up:“AADSTS50105: Your administrator has configured the application Nintex Promapp [xxxxxx] to block users unless they are specifically granted ('assigned') access to the application.”Have you experienced this before?Thanks, I appreciate any feedback.Regards,Carlos

Is there a method of disconnecting a glossary term when it appears out of context?  TO  and CAN are used in our business for Traffic Officer and Commercial Advice Note.  sadly, “to” and “can” are frequently used in Task and Activity text and do not relate to the glossary terms in question, however, they will still be underlined because they are seen as a glossary term.When such an issue occurs with a SYSTEM, they can be unlinked so they do not show. ie - we use software called Share and Confirm, but if these verbs are used in an task or activity description, they can be unlinked from the systems of the same name.Why is a similar function not available with glossary terms?  It is causing us a real headache

I have a group champion with Business Analysis Privileges  and when she opens a process that has pending feedback listed on dashboard, she opens to reply and waits but the button showing it is still unresolved never displays? She can’t figure out which feedback requires a response/resolution Has anyone else had this problem?

Hi ,  Can anyone tell me in the Status data for the above report  ,  what does it mean where it states Awaiting Approval (New) in brackets ?    as opposed to  Awaiting Approval .       Thanks 

Does anyone know if there is a report available to indicate Process Groups which  haven’t been assigned a Champion ?    Can see visually on the governance dashboard but wondered if there is anything exportable to indicate this ?  

It would be very helpful to know what people are searching for and what results they are getting to be able to know that people are finding the processes they need. Has anyone found a way to do this? Is it buried in the system somewhere? It looks like this has been submitted as an idea (click here to see it & vote), but I’m hoping someone has found a workaround or something!  

Hi, Is there a way to amend a risk review date? I have configured the system to reset the review date for processes when they are re-published but cannot do the same for risks?

We are new to Nintex (first month) and starting to map out our processes as an organization. Our question is for Nintex to provide a way to extract / view our process tree structure as we’re building it in Nintex.

On the above report , can anyone confirm what the red and green status indicates ,    assuming red is where a response is required and is outstanding ?   

We really want to use the acknowledgements feature in Process Manager, but ran into a few concerns:The email is really generic, comes from an external address, and calls everything a process even if it’s a policy… how did you get past this? Or was it a non-issue? Perhaps it will be customizable in the future (click to vote on this idea)... Every process owner can switch on acknowledgements for a process, and if that process includes an activity for “all staff,” spam the whole company with acknowledgement emails. Has anyone experienced this? Maybe it could be restricted to just Promasters (click to vote on this idea)…I’d love to learn from your experience! Please share how you’ve used the acknowledgements and your success/challenges.

Hello dear Nintex community,I’ve recently came across a ‘challenge’ when trying to share minimode links with our causal staff - via the insertion of these in training courses available in our internal LMS).These courses in particular are intended for all our production staff which includes ‘casuals’. We hire hundreds of casuals every year due to the nature of our cyclic business. Because this type of staff by definition will only remain employed in a temporary fashion, we do not create company e-mail addresses for them.However, they do have login credentials to access our LMS which they can do even from their personal mobiles.As you may imagine, this creates a challenge when they try to access a minimode link to processes which have been included in these training courses, i.e. the access is simply denied as they are not exactly within our organisation environment.I know I could disable the “Require user authentication for access to minimode links of restricted processes” restriction,

An area of our business is an independent auditor who audits our own organisation, as well as other similar organisations (competitors). Although we still need the staff in that ‘group’ to access HR, finance, IT and corporate processes, we do not want them accessing (e.g.) operations processes. Firstly, they may see something (accidentally or otherwise) that will make them focus attention during a future audit. Secondly, having access to those processes could undermine their position as an ‘independent’ auditor in the eyes of our competitors and leave us exposed.Using the Process Group Permissions, it’s relatively simple to restrict viewing access to just those (@20 staff) within that group, but it looks like I will have to remove ALL STAFF from every other group in the organisation, then individually add the other @1200 staff to every group, making sure that I don’t include those who are in the auditing group.Does anyone know of a better way to do this?

Hi,Has anyone had any experience with the Improvements add-on, in particular the ‘form field’ “location”? Only being able to allocate one person as the portfolio manager who can assign, approve and close an incident is not ideal so, I am using the location field to be able to allocate more people to work through the incident. Has anyone used the location field for other details besides location?

What is the role of reginal champion and how is it different for he group champion

How is it best to go about specifiying a role location for activities in a process? For example, a Business Analyst in Canada performs activity A, then a Business Analyst in France performs activity B, and so on.The role name is Business Analyst, should there be a responsibility for each of the locations? Should the location only be specified as a note? Should a role be created for each location (e.g. Business Analyst - Canada”, “Business Analyst - France”)?

With the new variation management (PVM), is there a way to revert a process with 2 variations to a single original process? There used to be a “revert to standard” button which is gone 

We have processes where there are legitimately two experts. I do not believe this is possible now, but can it please be added as an enhancement? It is not just that we want multiple staff to be able to edit the process, which can be achieved by Process Editor, but to identify more than one SME.

Process Manager – Process Modeling Customer Beta  We're excited to advise that later this week Process Manager customers will now be able to build and manage BPMN 2.0 compliant process models within Nintex Process Manager. Initially available as a “beta” feature to existing Process Manager customers, Process Modeling will enable teams to build more dynamic process documentation using BPMN within Process Manager and alongside their existing documented processes.  Nintex Process Manager (formerly Promapp) has been the preferred central process repository for line of business teams, especially those with centers of excellence and dedicated to continual improvement. Process Manager will continue to provide these teams with an easy-to-use text-based process documentation capability, that delivers the straightforward, consistent, and easy-to-understand process maps they require. With the introduction of Process Modeling and BPMN, we expect that IT and Operations teams will want to start leve

Hi,I’ve added an idea to bring the Undo buttons to other screens, not just the Procedure tab, so that any changes can easily be undone.For example, where a trigger or input/output is changed and there is a need to revert the change.If you think this would be a useful improvement, feel free to give it a vote via this link Add undo button to all of the edit screens (not just | Nintex IdeasEddie.

Hello,In terms of the %of process views measurement in the central dashboard (or Company dashboard - as opposed to “My Dashboard”), is there any known ‘ideal’ parameter to measure this against?For instance, if processes for a particular department are showing say 50% or 75% or 100% views in relation to the previous month, how can this number be interpreted? i.e. For a department of 25 staff and say 30 published processes, if those were actually viewed 5 times this month and in the next one we get 100% in the above ratio, perhaps that is not a good outcome in terms of engagement?I guess my other question is what would be a good baseline or indicator of an acceptable level of engagement? (process views wise)Hope the above makes sense.Thanks,Carlos

Hi Sam - I continue to take the expert exam and continue to fail. There are questions that are worded poorly. For example, in this one there are really two right answers. Either could work just fine. There are other similar questions where the answers are open to interpretation. Any guidance on this? Is there any way to just find out what questions I’m getting wrong? Thank you