Create a Design Reviews record in the Tasks log to initiate and accept/reject a new design reviews approval request.
Provide general information, such as the materials shipped and the delivery format, in the Design Reviews form. In the Line Items section, attach documents related to the design review. Documents may be reviewed during the approval process. After completing the Design Reviews form, select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your project. Ensure that you are in the User mode.
- Expand the Project Design node.
- Click Design Reviews.
- From the BP log page, click Create.(Required) In the Title field, enter a title.
- Click the Design Review tab to expand it.
- In the Summary field, enter a description and proceed to add attachments that need to be reviewed and approved (to be used) in the project.
- Click the Line Items tab and click Add.
- Click Attachment and then click Add Attachment.
- Select the Unifier Folder source > folder > Structural.
- Select a file and click OK.
- From the Discipline list, select Structural.
- From the Line Item Status list, select Open, and click OK to attach the file to your record.
- From the Workflow Actions list, select Submit.
- On the Action Details tab, click To, select and add an assignee, click Add, and click OK.
- Click Send to route the record for approval and then click OK.