Hi team, a couple of small process improvements here regarding maintaining process health with proactive user maintenance in Laserfiche Forms.
As far as I can tell (and please someone show me a better way if this functionality already exists) it is not possible to quickly and/or easily off-board users from processes when they leave the organisation.
We have over 200 processes, and so when a user leaves the organisation it can be very painstaking to proactively find and update the processes they were a part of. Sometimes we may not be notified that the user has been terminated (probably more common in larger organisations, too).
My first suggestion would to be to add a "Find User Processes" button to the System Security view (as shown in the mock up below). Selecting a user and pressing "Find User Processes" would check:
- Email address being used as sender, to, cc, or bcc (eg. azulu@company.com)
- Username being used in User Task or Email Task (eg. RI\AZulu)
- Username being part of a Team
That way we could take action as necessary. So that alone would be a *huge* help in finding the "about to be a problem" processes.
A stretch on this feature would be the ability to search and replace.. but I get that is probably a little dangerous. So for now I'd be totally happy with just the ability to find all of the affected processes and manually update them in context accordingly.
/indulge
So if we were going big picture here and perhaps, in an effort to build a "smarter" system, it would be amazing if it were possible to automatically and proactively notify the system administrators when a process contains invalid users or email addresses (with a report).
\indulged
That's it for today. Thanks again for all of your awesome work.