Process Manager

FORUM POSTS AND DISCUSSIONS

  • 435 Topics
  • 1,018 Replies

435 Topics

C
ClaireTRookie
asked in Process Manager

Number of Process Views - Company Dashboard

Can anyone confirm ,  is the Number of Process Views data on the Company Dashboard based on unique users ? Thanks 

1
mblue1
6 months ago
stapleer
stapleerRookie
asked in Process Manager

To Delete, or to Disable, that is the question:

General House Keeping Question:Does anyone Delete  old employees from Process Manager or do you leave them as Disabled forever?We have 1336 disabled users, and a current user list of 1320.My general rule now for when someone leaves is to delete all their roles and transfer all their processes (if possible) - but there’s a whole lot of history in here to clean up.Thanks

1
A
6 months ago
W
Wendy2Scholar
asked in Process Manager

Add check boxes to tasks

We want to add a checkbox symbol  to tasks.  We include a series of questions at the end of our SOPs and want users to tick (on printed versions), yes or no in a box.   If we can’t find a way to make this work I may lose a large number of users who are contemplating dropping Promapp and going back to using word Docs.  Any suggestions would be greatly appreciated! thank you.

2
W
6 months ago
T
TroySRookie
posted in Process Manager

Emoji

I am a bit slow on the uptake on this one but thought I would throw it out there anywayI was working on a process today and realised that I could incorporate the use of emojis into itFor example say my activity was Print . . . . . . . followed by tasks, I can go Windows Key +”.” to bring up the emojis selection, go and find a printer emoji and change my Activity to be something like the following:🖨Print . . . . . . ✔🧙‍♂️🏆🍺🙃Basically dump any kind of emoji in there

0
T
6 months ago
W
Wendy2Scholar
asked in Process Manager

Ability to force page breaks in a Process

Has anyone found a way to force page breaks when printing a procedure?  We have SOP’s for our drivers which have a sign-off section that they need to complete when they have finished their training on the SOP.  We want the sign-off section to always print on the last page so we can tear off the sign-off sheet and the driver keeps the SOP.  We don’t want to add the sign-off sheet as an attachment as it’s important it prints with the version details etc. Any suggestions would be appreciated.

0
W
6 months ago
C
ClaireTRookie
posted in Process Manager

Is there any function to Bulk Archive Processes ?

Does anyone know if archiving of processes can be done in bulk? Probably a bit of a weird situation but we have a process group that was used as a training environment of which we need to archive legacy training/test content. At the moment archiving is being done process by process which is quite time consuming . Any advice or guidance on how this may be done quicker would be of value .   Thanks

1
Ali_Dymond
6 months ago
K
KatrinaLKRookie
asked in Process Manager

Roles in Archived Processes

Can you delete roles that are in archived processes, or do you have to restore the process to remove the roles from the process before you can delete the role?  

1
Nick_Endsley
6 months ago
stapleer
stapleerRookie
asked in Process Manager

Remove/Change System Tag

I have a “test” system in our Process Manager Tags which unfortunately means it is tagged in a process whenever someone mentioned to test something (which is quite often).  Is there a way to remove the tag from every process in bulk, but not change the wording in the actual process?  I can then remove “Test” from the systems list.  Thanks

4
Lauren_R
6 months ago
H
HannahSRookie
asked in Process Manager

Feedback not showing up on Process Manager Dashboard

When I receive feedback on a process in Process Manager, it does not show up in Feedback/Suggestions dashboard. How can I get this fixed so that feedback shows up in my dashboard until it is resolved? Thank you!

0
H
6 months ago
H
he68735Novice
asked in Process Manager

Where is Promaster listed?

How can I check who our Promaster is? Actual name/s. I need to check if we have a current backup while someone is on leave.Thanks.

1
Nintex_Sam
6 months ago
stapleer
stapleerRookie
posted in Process Manager

Promaster/Lead Champion Job Description

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

2
stapleer
6 months ago
B
bmat1962Novice
asked in Process Manager

Mobile App for Promapp-Checklists

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?

0
B
6 months ago
butlerj
butlerjNintex Employee
posted in Process Manager

Process Modeling Customer FAQs

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

2
C
7 months ago
C
ClaireTRookie
asked in Process Manager

User Accounts initial or identifier field

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

0
C
7 months ago
stapleer
stapleerRookie
asked in Process Manager

Associated Processes for documents

Hi, I’m doing a restructure of our process groups and finding that we have a lot of documents that do not have associated processes but are associated with a group.  Does this mean they are not linked to a process and therefore can be deleted?  I’ve seen previous questions regarding associated processes for reporting and it was an error happening so just want to make sure it’s not an error first.  Thanks 

1
A
7 months ago
cferrer
cferrerRookie
asked in Process Manager

Promapp SSO issue - error message AADSTS50105

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

0
cferrer
7 months ago
Route66
Route66Novice
asked in Process Manager

Unlinking a glossary term when it's not applicable in a certain context in Process Manager

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

3
C
7 months ago
T
TinikaannNovice
asked in Process Manager

Feedback History

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?

0
T
7 months ago
C
ClaireTRookie
asked in Process Manager

Reporting - Process Approval Workflow Status Question

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 

1
H
7 months ago
C
ClaireTRookie
asked in Process Manager

Reporting - Unassigned Process Roles

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 ?  

1
T
7 months ago
T
tonyajeankRookie
posted in Process Manager

Has anyone found a way to report on searches run in Process Manager?

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!  

1
C
7 months ago
A
AnnaSTDCRookie
asked in Process Manager

Risk Review

Hi, I have discovered that the review date for risks appears to update each time the risk or it’s corresponding treatment is edited rather than being based off creation or last reviewed date. This is interesting as for processes, the process review date remains fixed when processes are edited and still stems from the created date unless it is manually changed.Is there a way for the risk review date to remain stable? or for it to be manually changed?

0
A
7 months ago
T
TaniaSScholar
asked in Process Manager

SharePoint Online Search Integration

Hi,I'm hoping someone can help.  I'm not a SharePoint guru but I can follow instructions 😂I've followed the steps listed in the help link below down to step 3, but when I test the query, I didn't get any results, (I've waited a couple of hours in case there was some kind of sync issue, but that didn't help) so I didn't continue to create a dedicated search results page etc. https://help.nintex.com/en-US/promapp/Admin/SharePoint/SharePointOnlineSearch.htmDoes anybody have any tips?ThanksTania

2
T
8 months ago
P
Patrick BlundonRookie
asked in Process Manager

View / Extract process structure tree

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.

4
C
8 months ago
C
ClaireTRookie
asked in Process Manager

Report Question about Process Improvement / Feedback Report

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 ?   

0
C
8 months ago

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