Upon sending the business process form forward to the Bid Package Finalization step, Unifier creates a permanent business process record and sends a task. A task assignee can see the task in the Tasks log. When working on the Bid Package Finalization step, first you accept the task, then when you are ready to do so, route the record to either the Package Revision step or directly to the Bid Invitation step.
To route a Requests for Bid record from the Approval step
- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- From the Tasks log:
- Select the task you want to work with, and click
> Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. You can make changes to most fields in the Upper form. The only fields you cannot change are Record Number, Project Number, Project Name, Due Date, Status, Bidders count, and Bid Count.
- You can make changes to Line Items when you are on this step.
- You can add Task Notes for the next step, but you cannot view previous Task Notes.
- If you want to revisit Task Notes from the Creation step, you must undo Accept Task via Actions > Undo Accept Task.
- Select the task you want to work with, and click
- When ready, select the workflow action Submit Revised Package.
This action sends the record back to the Package Revision step. The To field is preassigned and you can Cc anyone listed in Users/Groups. You can add instructions to the task recipient using Task Notes.
- In Action Details, select who should receive the record. To... is preassigned for both selections, but you can select message recipients in the Cc field.
- Click Cc... Select the user or group who will receive the record on the next step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the Cc field. Upon sending, the record will appear in the recipient's Notifications log.
- When ready, click Send.