Unifier transactions and collaboration are driven by business processes. Information is entered and stored in Unifier using electronic Business Process (BP) forms.
Each time you fill out a BP form, you are creating a new record in Unifier. These forms may be routed to project or shell team members or other Unifier users via workflows.
Non-workflow business processes will simply be stored as records.
BP records are stored in logs, which are accessible in the Navigator. You can think of these logs as filing cabinets, with each drawer storing a different type of BP.
The information that you enter into BP form fields may be used throughout Unifier. Each field corresponds to a Data Element (DE) that can be identified, reported upon, and tracked; some data element values may be rolled up to sheets such as a cost sheet or resource sheet.
The look and feel of a field (Data Element) is determined by the Data Definition (DD) on which the Data Element is based. The Data Definition determines whether the field is a text-entry field, a drop-down list of options, a checkbox that you can select, a picker that is used to select an existing Unifier record, etc.
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.
Business Process forms are designed in uDesigner.
For information about internationalization and CSV files refer to Unifier General User Guide.