For any action other than creating a new business process (BP) record, we recommend that you monitor BPs using your Tasks Log. Business process logs list every record of that business process type, but the Tasks Log lists only those records that have been assigned to you for action.
If you are participating in a workflow, these tasks will be the forms you need to complete on a workflow step. Tasks that are late appear in red on the log.
Tasks Logs are located in projects, in the company workspace, and in one central Tasks Log for all company and project business processes.
The following tasks may appear in your Tasks logs:
- You are part of a BP workflow and are requested or required to take some sort of action.
- In Classic View, you have been invited to join a discussion group by another user who is requesting assistance with drafting comments or markups on a BP. These are indicated as being sent for "Discussion" in the Tasks Log.
- You are an editor on a BP, which means you are a user or member of a group that can edit a BP without being granted explicit record-level permission.
This allows users other than the assignee to edit the BP record. Editors can be added to these workflow or non-workflow business process types:
- Line Item
- Cost (all types, including Lease and Line Item with Multiple Codes)
- Document
- Simple
- RFB
- Text
If you are an editor on a business process, you can open and edit any record that you can see listed in the log, per your view access permission (View User Records, View Company Records, or View All Records).
You must have at least one of these permissions to be able to view the record in the log to access it to edit.
- Editors cannot edit a workflow record until the task assignee accepts the task, and saves the draft.
- Edits performed by editors are not audited.
- Edits performed on the end step of a workflow BP affect the record directly, as no draft exists.
Refer to the Unifier User Guide for details about the following topics:
- Viewing your tasks
- Opening and accepting tasks
- Undoing accepted tasks
- Declining a task
Notes:
- Unifier displays the Tasks, Notifications, and Drafts nodes, in the respective Company Workspace and Project/Shell, based on the deployment of your user mode navigators.
- Refer to the User Guide for more information about the Standard View of the Tasks, Company, and Project/Shell logs.
- Refer to the User Guide for more information on printing multiple records.