Process Manager

FORUM POSTS AND DISCUSSIONS

  • 435 Topics
  • 1,017 Replies

435 Topics

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tonyajeankRookie
asked in Process Manager

How do I access Process Model version history and comments?

I can save with comments and publish a process model, but I can’t see the comments, history, etc. and can’t roll back to a previously published version… what am I missing?

2
E
1 hour ago
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AnnaSTDCRookie
asked in Process Manager

Reporting and Linking of Improvements

Hi all, I am exploring using the Improvements module for the capturing and tracking of audit recommendations. I require a view that shows the overview, investigation and actions to show progress on the recommended action. Does anyone know if this is possible? Also i see we can link ‘incidents’ to processes, can we also link to risks?

5
A
2 hours ago
P
pjmartin1998Novice
asked in Process Manager

Need to Delete Images Attached to Processes By People Who Are No Longer w/the Organization Without Going Process by Process (500 + Processes)

I need to be able to delete images saved off by interns and ex- employees that are attached to processes.  Images are no longer valid and I do not have the bandwidth to go through hundreds of processes to clean out images.  I need to be able to just delete an image when requested by a division as they are seeing this junk out there as well.  Looking for suggestions and a much faster way of deleting garbage loaded into the system and attached to processes that are invalid or that no one has kept up to date. (Not my circus or monkeys), I’m just stuck cleaning it up. System is not allowing me to just delete and image.  Thank you. This is a small snippet of some of the garbage images (we have docs too), created by intern temp staff, no longer here.  Says they are attached to a process and pull up the process and the image is not attached to the process.  

0
P
13 hours ago
D
Darren_scubaRookie
asked in Process Manager

Linking roles to a Team Group

Hello all,I have got a process where there are more than 6 roles attached to an activity. I order to get around this, I created a ‘Team’ in Users admin area. Within that team there are 5 main roles.However, there  circa 100 individuals fulfilling those 5 main roles above.I am trying to find out if it possible to link individual roles to this team, thereby as individuals roles are updated / added, the main team will update automatically? This will not be the only process that will encounter this issue. I am trying to prevent adding each individual to the team and the future  administration of this and the other teams that will be created.Any help greatly appreciated.Darren

2
D
1 day ago
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AnnaSTDCRookie
asked in Process Manager

View of Overdue Risk Reviews

Hi allI am not sure if I am missing something, but as Promaster I can view all overdue risk treatment signoffs under my risk dashboard but cannot see the overdue risk reviews. I would like to know if there is a way for these to also pull through to my risk dashboard and whether i can have the ability to sign off risk reviews on other’s behalf. I meet with the senior leadership team quarterly to review risks and it would be much easier if i could sign these off after this meeting on their behalf.

0
A
3 days ago
stapleer
stapleerRookie
asked in Process Manager

Onboarding - by Group Overview

Hi, I’m wanting to use the Training module for Onboarding of specific roles.  But wanting to link to Group Overview rather than individual processes.  Can this be done or can we only link individual processes?  Thanks

1
cferrer
6 days ago
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ClaireTRookie
asked in Process Manager

Process Approval Routing

In the April What’s New information it mentions that there is a revised approval routing function where promasters can select current PO / PE  or  the PO/PE who has saved the changes.   I am unable to find  find any guidance on how this achieved.  Interested in understanding this feature .        Thanks 

1
butlerj
14 days ago
cferrer
cferrerRookie
asked in Process Manager

Newly Published process notification to all users

Hello everyone,We are exploring the idea of notifying all users within our organisation each time a process is published for the first time.When checking the configuration of Process Manager, it seems to be only two options:However, these options will only notify either the employees involved in the process or when the ALL STAFF role has been used in the process map.Can you please confirm whether there is a way to achieve our objective? This is particularly needed by our Safety Team who is suggesting that the publishing of all new processes in that space, should be automatically notified to all our personnel.Of course, I could run a report in a monthly basis with all these new published processes and share it with all my colleagues. However, I am after an ‘automatic notification’ solution.Can you please provide your insights?Thanks,Carlos

2
cferrer
20 days ago
cferrer
cferrerRookie
asked in Process Manager

API Reporting - Process star rating

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

2
cferrer
23 days ago
W
WillDowdenNintex Employee
posted in Process Manager

BPMN/EPDL export function in Promapp

Does anyone have any tips for using aforementioned export function?

5
Nintex_Sam
26 days ago
P
ProuserRookie
asked in Process Manager

What is the difference between using "image" or "web link" in defining processes?

Hi there, I am under way documenting processes at my organisation and I have come upon a choice: do I upload screenshots as images and give a common title, or do I use web links and caption the web link in a specific process?It seems to me that one is tidy but inflexible (image) while the other is unnecessary work and not coordinated (web link)?I am wondering if there is a rule of thumb or other expectation (like that searching processes for specific images is easier) that helps decide which to use?Thanks. 

3
P
1 month ago
cferrer
cferrerRookie
asked in Process Manager

Improvement module - How to close an incident bypassing stakeholders in the workflow?

Hello Nintex community,Re: Improvement ModuleCan I please get your guidance on ‘how to close an incident bypassing stakeholders in the workflow’ as a portfolio manager?I’m the portfolio manager for a portfolio where an incident has been completed/resolved. I want to ‘close’ this incident but the “close” stage is not available to me, even though I have a role that is supposed to manage the whole workflow? I’m also the Promaster in this organisation.I have configured this portfolio with dedicated ‘assigners, approvers and closers so I’m not sure whether this might be preventing me to take actions (bypassing those roles), even though I’m the portfolio manager.Can you please shed some light here?Thanks,Carlos

7
cferrer
1 month ago
P
ProuserRookie
asked in Process Manager

Where can I find walkthroughs for a set of examples (process maps)?

Hi there, My organisation produced a walkthrough video for working with process maps.The problem is that I can’t learn processing mapping from one example.I need about ten examples, with an associated walkthrough, before I am going to be comfortable with the steps involved.What can you suggest?Thanks. 

6
MattHSpears
1 month ago
M
mchaffg
asked in Process Manager

Comments made when signing off Competencies

Hi there - I've just started trialling the onboarding, training and competencies functions of the Training Addon in ProMapp. I'm liking the concept, but am finding the records and areas a bit circular and lacking in detail.For example, I assigned a competency unit to a staff member; when I signed them off as competent, there was a text box for me to add comments and the option to attach a file. I attached a file and made comments. Now when I view that training record, there is an icon on that person's competency line, but no sign of my comments. If I click the competency name, it take me to that competency unit. If I click on the staff member's name within that competency unit, it takes me to their training record, of which each unit is just one line. Then clicking on the competency name loops me back around to the start.So where did my comments go, and how can I view/access them again?

4
T
1 month ago
J
Joe SuhRookie
asked in Process Manager

Improvement Portfolio, dataset mass update/change

Is there a development to allow mass update/changes to the dataset in the portfolios of interest in the NPD pipeline? 

1
E
1 month ago
J
Joe SuhRookie
asked in Process Manager

Increasingly frustrating no mention option in improvements + others

Is there a development planned for your improvements module to use @name function? how are the editors and users supposed to be pinged if someone makes an update to text or adds a comment?   Is there a plan to develop the use of “table” between activities in the process manager module? the activity steps are great, but need a table to be able to write and update matrix, using an image all the time to me is outrageous, about time to consider a table.    Mass update to a back end table of the data set in the improvements module, is there anything in the pipeline to allow promasters to update in one go? no I don’t mean tables in workflow cloud, I mean on improvements module register.    Images started to not show on Print PDF of processes from process manager, just today. any fixes? Please advise

8
E
1 month ago
cferrer
cferrerRookie
asked in Process Manager

Auditing 'administrative' processes

Hello community,Last year I performed an audit in my organisation to all ‘manual handling’ processes. The company I work for produces food, so the majority of our processes involve a physical aspect.This year I’m planning on conducting another audit but this time, I’ve been asked to include administrative processes, too. This is, ‘Manage account payables’, ‘Raise a purchase order’, ‘Prepare export documentation’, etc.My first thought is that this task might result impractical for a Promaster to undertake because it could be seen as ‘invasive’? I’m thinking that it would be more viable if this particular type of audits, was conducted by another team member within the department where the process pertains to, i.e. peer-to-peer review. However, this view might be due to my lack of experience in this space so I would be glad to learn from your experiences about this type of audits, please?Thanks,Carlos

0
cferrer
1 month ago
R
raananthNovice
asked in Process Manager

Nintex Process Manager and Nintex Automation Cloud and training and onboarding activities

Hi there, I am new for Nintex Process Manager and Nintex Automation Cloud, need help to setup and start train and deployment work. We have the license renewed recently for New Horizons. It is time to start onboarding work. Please help to initiate the team engagement and planning meetings.R Ananth AsirvadamNew Horizons

3
R
1 month ago
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hoshy_ntxNintex Employee
posted in Process Manager

Value Chain Mapping

As most of us here know, Nintex Process Manager is a process management tool designed to create and manage business processes with a focus on simplicity and collaboration. While it’s known for its process documentation, management, and improvement capabilities, it does not directly have a specific feature for value stream mapping. I receive many questions on this topic, so I wanted to lay out my thoughts. Value stream mapping is a lean-management method for analyzing the current state and designing a future state for the events that take a product or service from its beginning to the customer, focusing on reducing waste in the value chain.However, Process Manager supports most aspects of value stream mapping through its process mapping, lean, and process improvement capabilities. It allows organizations to document processes, identify inefficiencies, and improve workflows, which are the key components of value stream mapping. Implementing Value Stream Mapping in Nintex Process Manager:

1
J
1 month ago
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ClaireTRookie
asked in Process Manager

API Key Question

Can anyone confirm ,  do API key’s expire after a period of time ? Thanks 

1
Nintex_Sam
1 month ago
A
AdrianGaribdass01Rookie
asked in Process Manager

Process Manager Notification

Can Process Manager send a notification to the users identified as a group under the Teams & Locations identifier?   See example.  This user is identified as an offshore employee.  All employees with an offshore identifier in their user profile needs to recieve a notification.  

4
A
2 months ago
C
ClaireTRookie
asked in Process Manager

Improvement Add-On - Access until we are ready to use

Hi ,    while we are assessing our usage and governance for the Improvement Add-On ,  does anyone know if there are any config settings to restrict users from raising new incidents .     I am unable to find any options in our Configuration settings .Thanks  

1
C
2 months ago
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LisaEvansRookie
asked in Process Manager

Report to show linked processes

HiWe have a process that is being archived and replaced with a new more fulsome process ie we are not simply updating an existing process.I am trying to determine where the soon to be archived process may be linked to others, and cannot find a “process link” type report where I can pull this data.I would like to get ahead of the archive process and update any related processes (linking to the replacement process before we proceed to archive the ‘old’ one), is there a way to do this that I haven’t yet stumbled upon?It feels like a simple type of report showing the relationship between published processes so perhaps I’m missing something obvious - any help would be most appreciated!

3
T
2 months ago
mblue1
mblue1Rookie
asked in Process Manager

Bulk Role Update

Is there a way I can bulk update roles in Process Manager?  I have many (~300) role names that I will need to update clarify the right team and would like to avoid going into each one individually.

1
butlerj
2 months ago
H
habmand_Rookie
posted in Process Manager

Collaboration of users currently using Process Manager

Hi All, I am looking to collaborate with other companies using Process Manager.I work within the Continuous Improvement team and am responsible for the Management and rollout of Process Manager + add ons like, training.I was wanting to see if anyone is willing to collaborate and talk about how your company is using the product.  It would be great to learn from other experiences in adding value, whether it relates directly to Process Manager or some non-software practices.  Obviously, we will share what we have attempted to date and plan for the future too.If you would be happy to chat, please reach out through here, or contact Nintex, Courntney Henderson to pass on details. Kind Regards,Amanda

2
H
2 months ago

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