My Changes dashboard
Use the My Changes tab to review the following notifications for the processes you are involved in:
- Newly-published processes
- Process changes
- Recently uploaded documents or document replacements for processes you own or responsible for
- Checklists
- Process or document approvals (if your organisation is using the Process and Document Approval Add-on). For more information about the Process and Document Approval Add-on, see Process and Document Approval Help topics.
Access the My Changes tab
On the main navigation bar, click My Dashboard > My Changes. Click Filter and select one of the following options from the right-side pane to filter the changes list, then click Apply:
- All
- New processes
- Document changes
- Process changes
- Documents for approval (if the Admin > Configure > Process and Document Approval > Enable document approval setting is enabled)
- Processes for approval
- Processes for publishing
Click Mark all as seen once you have reviewed the changes.
| Column/Option | Description |
|---|---|
| Title | The name of and link to the changed process. |
| Type | Type of notification. For example, New process |
| Description | Typically the name of the person who changed the process and their description comment. |
| Involvement | Displays the role or responsibility you have with regards to the change. |
| Age | The time since the change was made. |
|
You may have several actions available in the
If Process and Document Approval is enabled, the following options are available:
Tip: Click Mark all as seen to clear up to 20 notifications at once. |
Notifications
Change notifications
- A user is notified of changes if they are:
- Process Stakeholders – Process Owners A user responsible for ensuring the process is operating effectively, and continuously improving. Not necessarily a subject matter expert, but empowered with organisational authority to approve changes as needed., Process Experts A user who performs day-to-day process management on behalf of the Process Owner. This role requires detailed understanding of the process., or Participants
- Document Owners A user responsible for reviewing documents according to the set review periods. or uploaders
- Users with Document Editing permission
- Under Process and Document Approval, Process Approvers and Process 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 receive notifications for processes where one of their roles or responsibilities is involved. Promasters A Nintex Process Manager system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. can disable dashboard notifications for the ‘All Staff’ role if they don’t want notifications for that role on everyone’s dashboard.
Process feedback notifications
Process feedback notifications are sent if:
- The process has not been archived.
- Feedback is posted or responded to within the dashboard threshold based on the Admin > Configure > Dashboard > Default Number of days to display notifications in the dashboard setting.
- A user is @mentioned in feedback.
- Feedback has not been marked as resolved or marked as seen.
The following table describes who gets notified.
Legend
|
Notification is sent. |
|
Notification is not sent. |
| + | Process Owner or Process Expert of a linked process. |
| Role/Responsibility | Notification | Role/Responsibility | Notification | |
|---|---|---|---|---|
| Promaster |
|
Process Stakeholder |
|
|
| Business Analyst |
|
Linked Stakeholder+ |
|
|
| Process Owner |
|
Risk Manager |
|
|
| Process Expert |
|
Process Approver |
|
|
| Global Variation Owner |
|
Process Publisher |
|
|
| Variant Expert |
|
Document Owner |
|
|
| Process Group Champion |
|
System Owner |
|
|
| Process Group Editor |
|
System Stakeholder |
|
|
| Process Participant |
|
Automation Specialist |
|
Process review notifications
Note: Process review notifications are sent if the review is due within 12 months or if the process review is overdue and process is published.
The following table describes who gets notified.
Legend
|
|
Notification is sent. |
|
Notification is not sent. |
| * | The Admin > Configure > Dashboard > Enable Promaster notifications for ALL REVIEWS (Default: Off) setting is enabled. |
+ | Process Owner or Process Expert of a linked process. |
| Role/Responsibility | Notification | Role/Responsibility | Notification | |
|---|---|---|---|---|
| Promaster |
*
|
Process Stakeholder |
|
|
| Business Analyst |
|
Linked Stakeholder+ |
|
|
| Process Owner |
|
Risk Manager |
|
|
| Process Expert |
|
Process Approver |
|
|
| Global Variation Owner |
|
Process Publisher |
|
|
| Variant Expert |
|
Document Owner |
|
|
| Process Group Champion |
|
System Owner |
|
|
| Process Group Editor |
|
System Stakeholder |
|
|
| Process Participant |
|
Automation Specialist |
|
Process change/publish notifications
Process change/publish notifications are sent if the:
-
Process published within the dashboard threshold, for example, the last six months.
-
Process is published and a notification is required (if the Admin > Configure > Process Editing > Enable optional dashboard notifications for process changes (Default: Off) setting is enabled).
-
User did not make the change or has not already seen the process since the change.
The following table describes who gets notified.
Legend
|
|
Notification is sent. |
|
Notification is not sent. |
| + | Process Owner or Process Expert of a linked process. |
| Role/Responsibility | Notification | Role/Responsibility | Notification | |
|---|---|---|---|---|
| Promaster |
|
Process Stakeholder |
|
|
| Business Analyst |
|
Linked Stakeholder+ |
|
|
| Process Owner |
|
Risk Manager |
|
|
| Process Expert |
|
Process Approver |
|
|
| Global Variation Owner |
|
Process Publisher |
|
|
| Variant Expert |
|
Document Owner |
|
|
| Process Group Champion |
|
System Owner |
|
|
| Process Group Editor |
|
System Stakeholder |
|
|
| Process Participant |
|
Automation Specialist |
|
Process ownership change notifications
Process ownership change notifications are sent if the:
-
Ownership change occurred within the dashboard threshold, for example, the last six months.
-
Process is published and a notification is required (if the Admin > Configure > Process Editing > Enable optional dashboard notifications for process changes (Default: Off) setting is enabled).
-
User did not make the change or has not already viewed the process since the change.
The following table describes who gets notified.
Legend
|
|
Notification is sent. |
|
Notification is not sent. |
| + | Process Owner or Process Expert of a linked process. |
| Role/Responsibility | Notification | Role/Responsibility | Notification | |
|---|---|---|---|---|
| Promaster |
|
Process Stakeholder |
|
|
| Business Analyst |
|
Linked Stakeholder+ |
|
|
| Process Owner |
|
Risk Manager |
|
|
| Process Expert |
|
Process Approver |
|
|
| Global Variation Owner |
|
Process Publisher |
|
|
| Variant Expert |
|
Document Owner |
|
|
| Process Group Champion |
|
System Owner |
|
|
| Process Group Editor |
|
System Stakeholder |
|
|
| Process Participant |
|
Automation Specialist |
|
Process publish notifications
New process publish notifications are sent if the:
-
Process is published for the first time.
-
User is not the person who published the process and has not marked the notification as seen previously.
The following table describes who gets notified.
Legend
|
|
Notification is sent. |
|
Notification is not sent. |
| * | The Admin > Configure > Dashboard > Enable Promaster notifications on ALL NEWLY PUBLISHED processes (Default: On) setting is enabled. | + | Process Owner or Process Expert of a linked process. |
| Role/Responsibility | Notification | Role/Responsibility | Notification | |
|---|---|---|---|---|
| Promaster |
*
|
Process Stakeholder |
|
|
| Business Analyst |
|
Linked Stakeholder+ |
|
|
| Process Owner |
|
Risk Manager |
|
|
| Process Expert |
|
Process Approver |
|
|
| Global Variation Owner |
|
Process Publisher |
|
|
| Variant Expert |
|
Document Owner |
|
|
| Process Group Champion |
|
System Owner |
|
|
| Process Group Editor |
|
System Stakeholder |
|
|
| Process Participant |
|
Automation Specialist |
|