ProcessPro

This article explains what changes can be made in bulk

Bulk Change Properties and Actions

Processes, Value Streams, Managed Documents, Attachments, Ownership Report, Approval Requests Report, Users, Roles have Bulk Change options

Bulk Changes Explained

Export various datatables to PDF, CSV or Excel

Export Left Navigation Menu Datatables

Delete or update process tags within a process or value stream.

Process Tags

This article explains what are data object and data storage inputs and outputs

Data Objects and Data Storage Inputs and Outputs Explained

Turn the display of data objects and data stores on/off on your process map

How to Set Preferences on your Process Map

How to add/edit/delete data objects and data storage inputs and outputs on your process map

Manage Data Objects and Data Storage Inputs and Outputs

Each user can decide whether they want the preferences button to display on their map

Enable Preferences User Setting

Import a process from documents by importing the text into ProcessPro and then dragging and dropping the information onto the map.

Create a Process with the Import panel

You can add a new or existing tag to a managed document

Managed Document Tags

You can add a new or existing tag to an attachment

Attachment Tags

Add custom fields to your process, like the Purpose, Scope, and SOP Objectives

Custom Fields

An explanation of the features on the directory page.

Directory Navigation

In ProcessPro you can expand a process link and view it on your existing map.  This functionality is turned on by default for all companies.

Disable the Permission to Expand a Linked Process Sub-Map

In ProcessPro you can expand a process link and view it on your existing map.

Linked Process Map Expansion Explained

Hylet Pistorius

Objects

Find answers and get help from Intercom Support and Community Experts

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