Accessing Business Process Records from a Master Log

 

Master Logs list all business process types at the project or shell level in separate nodes for each type. This includes workflow, non-workflow, and multiple record business processes. Company-level and single-record business processes are not listed in Master Logs.

If you are an active member of a project, shell, or sub-shell, and you have permissions, you can access project or shell business process records from a Master Log. The Master Logs are located under the Home tab. The Master Log allows you to access all of or a subset of business process records of the same type, in a single log that spans multiple projects of shells. Also, you can create and use saved searches in the Master Logs.

Business processes are listed under the Master Logs node by business process type. The Master Logs node can be renamed by your Administrator, and access to the node depends on permissions.

Depending on permissions, you can perform these actions on business process records listed in a Master Log:Create a new record

Create a new record
Edit an existing record
Perform bulk edits on records

You can also save searches of business process records in the Master Logs as needed.

A business case example for the use of the Master Logs is a dispatcher who is responsible for translating service requests into work orders. This dispatcher could have Work Orders created for different buildings (represented as shells in Primavera Unifier) over different regions. A Work Order Master Log to which the dispatcher has access permission allows him to create and edit Work Order records for any building shell from a single location in Primavera Unifier, rather than drilling into each Building shell to access the records.

Another possible business case example is a regional Lease Manager who must access all of the active leases in the system that have Lease Amounts > $50000 per year. The Master Logs allow the Lease Manager to access all Lease business process records based on search criteria and save the search criteria.If you do not have permissions to view any of the business process types listed under the Master Logs node, then you will not see the Master Logs node listed under the Home tab.

Note: If you do not have permissions to view any of the business process types listed under the Master Logs node, then you will not see the Master Logs node listed under the Home tab.

To access Master Logs

1 Go to the Home tab.
2 In the Navigator, expand the Master Logs node.
3 Click the name of the Master Log you want to access.

 

 

 

 


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