Each time you fill out a business process (BP) form, you are creating a new record for that BP. These BP forms can be routed to project team members or other Unifier users via workflows.
Note: BPs that do not have a workflow are stored as information records.
BP records are stored in logs. For more information about business processes, see the following sections:
A BP record contains an upper form, an action area, and, for some BPs, a detail form (for example, the Meeting Minutes BP provided with PPDM).
The following instructions explain how to fill in the upper form (detail form), choose an action, and send the record into use.
To create a new BP record:
- Click New on the tool bar at the top of the log to open the BP form.
- Fill out the form.
To fill out a form:
- Complete the upper portion of the form. The fields that are marked with a red asterisk (*) require input.
- Complete the content (detail) section:
- If this is a line item or cost-type BP, add line items as necessary. See Business Process Type: Line Item or Cost.
- If this is a document-type BP, attach the documents to the form. See Business Process Type: Document.
- If this is a text-type BP, complete the text portion. For example, for an action item, include the instructions in the text box in the lower portion of the form. See Business Process Type: Text.
- (Optional) You may add additional information, including:
- Add general comments.
- Attach a file to a general comment.
- Add or review graphical markups to an attached document.
- When you have completed the form, do one of the following:
- If this is a non-workflow business process:
- Click OK to save your changes.
- Click Finish Editing.
- If this is a workflow BP:
- In the Action Details area of the form, designate the next assignees (users and groups) who will receive the form on the next step in the workflow as a task.
- (Optional) You can also add Task Notes for the next participants in the workflow. Task Notes apply to the next workflow step only and are not stored with the permanent record.
- When you have completed any necessary edits or additions, select an action from the Workflow Actions drop-down list at the top of the form. The action you take depends on the task assigned. For example, if this is a review step, an action that you may be able to select is "approve."
- Click Send.
- If the workflow has not been completed yet, the form will be forwarded to the next team members in the workflow.
- If the workflow has been completed (that is, your input was the last step of the workflow), the record will appear as complete in the BP log.