The General Comments option allows you to enter your comments and attach documents, or files, that can provide more information about a BP record.
Note: The General Comments option cannot be used for updating any BP record.
To use the General Comments option to enter your comment and attach files, or documents:
- Go to Unifier > User mode > Project/Shell and open the BP record.
A Business Process (BP) record could be in a folder such as Project Delivery, Cost Manager, Cost Controls, and so forth, in the right-hand Navigator.
- From the bottom of the BP record, click General Comments to open the General Comments window.
- In the General Comments window click Add to open the Edit General Comment window.
- Enter your comments in the Text Comment box and select the Hidden Comment option, if you prefer.
- Click Attach and select one of the following options:
- My Computer (local system)
- Unifier Folder (Document Management)
Note: The attachment sources (My Computer and Unifier Folder) are available based on the BP design and both of these two options may not be available for a given BP.
The following explains these options in details.
- Attaching files to a Document-type business process from My Computer
- Attaching files to a Document-type business process from Unifier Folder