Hello @Mregala - Unfortunately, there is no way to create a tag that will only be visible to certain users/roles. If you want to differentiate at the activity level, but insulating examinees from knowing that an activity isn’t required, you would need to that outside Process Manager. I would recommend utilising the “Process Activities By Role and Responsibility” report as that would give you an audit file that can be maintained in your company’s restricted location.

My suggestion would be to:

1. Extract excel file with activity list
2. Using an additional column indicate if the activity needs to be audited
3. Your auditors can use this list to audit the various processes
   1. This will form your audit trail
4. For future audits: Re-extract the file and perform a comparison between the lists, so you don’t have to mark all the previous activities that need to be audited and review all the new ones.

Outside of all that I would say it’s an interesting idea to be able to have tags that are not visible or maybe an activity level auditing mechanism and I would suggest you add that in the Nintex Ideas portal to gather more interest.

Thank you for sharing your insight! This was helpful, I can see us using this as a work around, and I will suggest the idea. :)

Hi @Mregala another option - depending on how many processes you have - would be to use the Training Module.  If you start a “Training Unit” and then attach that to the compliance or onboarding set to the role of Auditor.  They would then be able to see all the processes you want them to in one place (within the system) and go into them from there as well.  It would mean one set up that can be used again and again.  BUT  I’m not an expert on how to set that all up and whether it would work for you - but might be worth looking into?

Thank you @stapleer for your suggestion. I'm going to look into this as well. We haven't played with the Training Add on yet so this might be a good time to utilize it.