Setting up Updates for Business Process Records

Business Processes (BPs) can be associated with specific Project or Shell (Project/Shell-level BP), or they can be applicable for the entire Company (company-level BP) and not to be specific to a Project/Shell. The Administrator (Project/Shell or Company) determines which forms are to be used and how the workflows operate.

To set up a BP record to receive updates in a Company or Project/Shell, do one of the following:

For a Company, switch to the Admin mode > Company Workspace > Business Process Updates

For a Project/Shell, switch to the Admin mode > Company Sponsored Shells > Business Process Updates

In This Section

Company Workspace and Business Process Updates

Project/Shell and Business Process Updates



Legal Notices | Your Privacy Rights
Copyright © 1998, 2020

Last Published Friday, April 9, 2021