The My Changes section of the dashboard notifies you of any relevant changes to processes and documents that involve you. Where a company uses the Process Approval Workflow (PAW), this section will also highlight processes or documents awaiting approval.

VIDEO: 02 Manage My Dashboard Notifications.mp4 [0m 0s - 2m 47s] (references video on Process Approval. My Feedback section needs updating)

Notifications

A User is notified of changes if they are:

  • Process Stakeholders – Owners, Experts, or Participants
  • Document Owners or uploaders
  • Users with Document Editing permission

Under PAW, Process Approvers and Publishers also see notifications here.

You won’t get notifications about processes or documents that you have actioned, as obviously you know what changes you have made.

Some users will receive notifications for processes where one of their roles or responsibilities is involved. Promasters can disable dashboard notifications for the ‘All Staff’ role if they don’t want notifications for that role coming through on everyone’s dashboard.

Process Approval Workflow Module

Roles and Responsibilities

Changes and Approvals List

The Changes and Approvals section can be filtered with the buttons along the toolbar, distinguishing new processes, document changes, process changes, and where relevant, documents for approval, processes for approval and processes for publishing. The list can be sorted by clicking on one of the column headers.

Hovering the mouse over the ‘Users’ icon [IMAGE?] will show a pop-up of the current approval status according to each of the relevant stakeholders.

SCREENSHOT

Process Approval Workflow Module

My Changes Actions

You may have several options available under the ‘Action’ column when reviewing changes on your dashboard.

  • [View] Navigates to the process or accesses the document
  • [Seen It] Indicates you have already viewed any changes and are aware of them
  • [Edit] Directs the you to the Process or document to make changes

If Document Approval or PAW is enabled, several other options may be available:

  • [Approve] Sign off on a new or changed process or document
  • [Publish] Publish a process to your Promapp site
  • [Decline] Decline the approval / publication of a process or document
  • [Archive] Consign a document or process to the Archive
  • [Publish Now] Bypass the approval system and publish a process directly
  • [Archive Now] Bypass the approval sequence to archive a process.

The ‘Mark All as Seen’ option in the top right of the screen will dismiss any ‘View’ notifications for Process or Document changes for the visible list. If there are document or changes that are not currently visible (below the ‘Show More’ divider) they will not be affected by clicking ‘Mark All as Seen.’

Dashboard Notifications

Process Approval Workflow Module

Publishing a Process

Process Stakeholders

Documents