To create a Project Requests Record:
- Navigate to the Company Workspace tab and expand the Company Logs node.
- Click Project Requests to open the log.
- From the BP log page, click Create.Complete the form according to the following information.
Notes:
- You must enter a value in all required fields (*) before you can save the form.
- You can save your business process at any time to create a draft. To access your drafts, click Drafts.
- In Workflow Actions select the workflow action to take. In this case, your selection is Submit. This action activates Action Details.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens and displays a list of available task recipients.
- Select the user or group who will receive the task on the next step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Notifications log.
- Click Send to route the record to the Review step. Unifier displays a message stating that the record has been submitted successfully.
Project Request tab (General)
In this field: | Do this: |
|---|---|
Record Number | This is a read-only field that Unifier populates the first time you send the form to the Approval step. |
Title* | This is a required field - Enter up to 16 characters to name the record. |
Creator | This is a read-only field that identifies the person that created the record. The field appears as a link to the creator's contact information. |
Creation Date | This is a read-only field that Unifier populates when you first send the form to the next step in the workflow. |
Status | This is a read-only field that Unifier populates when you first send the form to the next step in the workflow. |
Project Request tab (Project Summary)
In this field: | Do this: |
|---|---|
Description | Enter a brief description for the project. |
Justification | Enter a brief justification for the project request. |
Project Request tab (Project Details)
In this field: | Do this: |
|---|---|
Project Name | Enter a name for the project. |
Project Type | Select from the list. |
Project Manager | Select or enter the name of the project manager. |
Project Request tab (Schedule Information)
In this field: | Do this: |
|---|---|
Project Start Date* | (Required) Enter the start date for the project. |
Preferred Completion Date | Enter a date. |
Project Shell Information
In this field: | Do this: |
|---|---|
Project Number* | Enter a project number. |
Shell Location* | Select a shell location for this project. |
Shell Templates* | Select a shell template to use. |
Status* | Select a status for this project. |
Administrator* | Select an administrator for this project. |
Created Shell | This is a read-only field. |
Project Request tab (Location)
In this field: | Do this: |
|---|---|
Address 1 | Enter the address of the project. |
Address 2 | Enter the address of the project. |
Address 3 | Enter the address of the project |
City | Enter the city. |
State/Province | Enter the state or province. |
Zip/Postal Code | Enter the zip or postal code. |
Country | Enter the country. |
Latitude | Enter the latitude. |
Longitude | Enter the longitude. |