About Editing Records

When a workflow BP is in process, depending upon your permission settings, you can add or edit information on the form. Non-workflow BPs can be edited as needed.

 

If you are an editor on a business process

In Primavera Unifier, you can be designated as either a step editor on a specific step in a workflow, or as a record editor. As an editor, you must have at least view permission to be able to view the record in the log and access it for editing.

Some notes:
• Step editors cannot edit a workflow record until the task assignee accepts the task, and saves the draft.

• Edits made and saved by assignees are not viewable until the assignee sends the record on to the next step. However, edits made and saved by record editors are viewable at any time.

• Edits performed on the end step of a workflow business process affect the record directly, as no draft exists.

 

 

 

 


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