The following procedure describes how to configure and activate a business process. If the business process form contains a data picker, you will also have to configure the data picker.
To configure and activate a BP:
- Go to the Company Workspace tab (Admin mode).
- From the left Navigation, click the Configuration grouping node to expand.
- Click the Business Processes sub-grouping node to open the Configuration - Business Processes log or window. The log lists the BPs that have been imported into your company.
- Click to select a BP and click Open to open to go to the Configuration - <BP NAME> log or window of the BP that you have opened.
- Repeat the step above to open the Configuration - <BP NAME> window. This window has the following tabs. Proceed to enter values in each tab as explained in the tables below.
- General tab
In this tab, you can specify the log in which the BP records will appear, the numbering sequence for the records, the status, and record termination restrictions. The tab also shows whether the BP is company, project, or shell level.
- Workflow tab
Applicable for workflow BPs, only. Business processes may have multiple workflows. Use this tab to activate one or more workflows that have been imported with the BP. Non-workflow BPs will not appear in this tab.
- Query tab
In this tab, you can set the query conditions and refresh conditions.
- General tab
The following explains the fields on the General tab:
In this field: | Do this: |
|---|---|
Level | Select whether the BP should be displayed at the company level or project/shell level. CONDITION: ST Only Select whether the BP should be displayed at the company level or project/shell level. CONDITION: UE Only |
Default Location | Choose where the BP records will be stored. Some BP types will default to a log and cannot be changed. If you are using the user configurable Navigator, you may not see the BP in the User Mode log immediately, even after granting permissions. You need to manually move the BP into the correct User Mode node. |
Sequence Policy | This determines how the record numbers for each BP record are sequenced. The record number is displayed on the form and in the Business Process log. Company Based: Record numbering starts with this number on the first record of the first project or shell and is sequential on each record after that, no matter what project a BP record is created in. Project/Shell Based: Record numbering starts over in each new project or shell, and is sequential within the project or shell. |
Sequence Format | The prefix and starting number that will be used for BP record numbers. Use Base Commit's Record Number: This is for identifying workflow Change Commits (Line Items with CBS Code Cost BPs) at the project or shell level. For this type of change commit, you can use the base commit's record number as part of the prefix for the change commit's record number. This will clearly identify the base commit to which the change commit refers. It will also provide sequential numbering for the change commits so that users can see how many change orders have been initiated for the base commit. To specify this addition to the prefix number, you need to include a separator, such as a period, and a starting number for the change commits. The maximum number of characters for the starting number is 8. For the total format, including the base commit's record number and the sequential numbers, the maximum number of characters is 20. For example, a base commit record might be numbered PO-00123456. For a change commit record that refers to this base commit, the change commit record number could be PO-00123456, followed by a separator (such as - ) and a number for the change commit. The sequence format for change commits attached to this base commit could be numbered: PO-00123456-001 PO-00123456-002 PO-00123456-003 This numbering sequence will be frozen once it is used for a change commit in a project or shell. Any change to this numbering sequence will only affect change commits created in a new project or shell. |
Business Process Log | There are two options: Standard and Advanced. If standard, the option Standard is selected. |
Record Creator | Options available are:
|
Enable audit of record print | Deselected by default. If selected, the user can view the audit log entries for print and discover the number of times that a record has been printed. When you select this option, the following user actions on a record will create an audit entry:
For bulk print, the number of entries seen in the audit log will be the same as the number of records that were printed by way of the bulk print action. |
Mobile Application | Enable This option will make this business process available for the native mobile apps. You can use the Mobile Log Views setup to configure customized log views. Allow camera as the only source for attachments and image fields For BP record and BP line item attachments, this option is applicable only when "My Computer" is a source of attachments. When checked, the user will only be allowed to take pictures from the device camera and add them as attachments and images in the image picker fields. |
Email Notifications | Replace attachments with links Use this option when the BP record and the BP line item attachments are large in size. In order to reduce the load on email server and accommodate to maximum email size, the user receives the links to the attachments, in the email. The user must log into Unifier in order to view and download the attachments. |
Status | Active enables the BP to be set up and used to create BP records. Inactive prevents set up or use of the BP. |