About Business Process Forms
The electronic forms in Primavera Unifier are simple to use once you understand how they work. Business process forms are consistent throughout Primavera Unifier, with a similar look and feel.
When you first open a form, it appears in “view” mode. On the “view” version of this form, you can do the following:
|
|
|
•
|
Transfer ownership of the record |
|
•
|
Add an assignee to the current step |
|
•
|
Copy users to the current step |
|
•
|
Audit the progress of the record |
|
•
|
Add a comment, if you have permission |
|
If you accept the task, the form becomes editable. On the editable, or “action,” version of this form, you can do the following:
|
•
|
Undo task acceptance (decline the task) |
|
•
|
Select the step’s next action |
|
•
|
Add or edit form content |
|
•
|
Save a draft of the record |
|
|
•
|
Transfer ownership of the record |
|
•
|
Display the view form of the BP |
|
•
|
Audit the progress of the record |
|
•
|
Spell check the record content |
|
•
|
Add attachments, line items, etc. |
|
•
|
Send the form to the next step |
|
The electronic form appears similar to a paper form—you complete the form by typing information directly into the form fields or choosing options through drop-down lists, pickers, or checkboxes.
Note: The section labels are determined in Primavera uDesigner and may vary. The basic form functionality remains the same.
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.
Copyright Information
Open topic with navigation