In Alphabetical Order H-N

I Step

An I Step is a step that is automatically created after a new business process is spawned by a BP Creator element from an upper form or a line item list based on:

After being created, the new BP is sent to an initiation step before the beginning of the workflow. At this point, the user can specify a new workflow schema, new owner of the business process, duration of the process, and a new location (such as a different project) for the business process.

Instance

A reproduction of a component, based on a type, usually a shell. Instance can also refer to a BP record.

Integration

The integration feature imports and exports business process data en masse between Unifier Essentials and an outside application via Web Services. Integration automatically creates BP records, which is useful in cases where the user wants to populate the system with a large amount of user information that exists in another form, such as an Excel spreadsheet.

Integration Interface

To integrate data, you must create an integration interface; from this interface, you create a template that will import or export the data in a form that will be usable by both Unifier Essentials and the outside application. The data you can import or export comes from the fields on the forms that are part of a business process. The integration interface that you create determines what fields from the business process will be included on the import or export template.

Interpolate

Interpolation is estimating a cash flow curve based on known start and end values. There is not an equivalent option to “interpolate” as there is for “extrapolate based on data set,” but it is possible to interpolate data by specifying end point cost data. For interpolation, the curve will be based on a specified end point. The base curve and interpolated curve will merge together if the end values are the same.

See also Extrapolate.

Latitude

An angular measurement in degrees ranging from 0° at the equator (low latitude) to 90° at the poles (90° N for the North Pole, 90° S for the South Pole; high latitude. Latitude denotes the location of a place either north or south of the equator.

See also Longitude.

Line Item BP

A business process that may be used for any generic data. The line item format is similar to cost BPs, but without currency restrictions.

Linked Records

This is a field that appears as a link at the bottom of a BP record, and allows users to dynamically attach read-only copies of supporting BP records to the BP. Linked records can be opened and reviewed from within the BP to which they are attached.

Log

Every business process, manager, and shell includes a log.

These logs list:

For business processes All the records that were created whenever a business process completed its cycle through a workflow. The logs contain one record for each cycle of the workflow. Each record contains all the information that was generated during the cycle, including the forms, documents, comments, and other data that was collected in the system during the BP's runtime.

For manager classes Everything that belongs to that class. Each record contains all information on that item in the class.

For manager sheets All the sheets that have been created for the manager. These sheets consolidate information and display whatever data they were designed to monitor.

For shells (visible in Admin mode only) Every shell that was created for that shell type. Each record contains all the information about how the shell is configured.

For business processes, shells, the Code and Records-based managers, you can design either a standard log, or an advanced log that will work with the master business process log and data pickers. An advanced log creates an extra navigation structure that makes it easier for users to choose records to work with.

Longitude

An angular measurement in degrees ranging from 0° at the prime meridian to +180° eastward and -180° westward. Longitude denotes the location of a place either east or west of the prime meridian.

See also Latitude.

Manager

Managers are a means to create, consolidate, and monitor such things as schedule activities, company assets, or project/shell or company costs. Most managers work as nodes in the left Navigator where users can create both the items to manage, and an electronic “sheet” where these items can be consolidated and monitored. You can, however, create your own managers to consolidate and monitor any entities you want. After you have created a manager, you can deploy it at the company or project/shell level. You can create up to 25 managers.

Master Data Element

A data element on a form that controls the behavior of other data elements. For example, on a form that requires a state and city designation, the list of cities changes, depending on the state the user chooses. The state and city elements become a dynamic data set, and the master data element (state) dictates what cities will appear in the pulldown list.

See also Dynamic Data Element.

Master Log

Permission-controlled business process log that is accessible from the Home node for all project/shell business processes and provides access to business process records of the same type that may exist in multiple projects/shells.

Master Service Agreement (MSA)

The Master Service Agreement (MSA) business process tracks a company-level arrangement that lets vendors provide services across multiple projects, released on a per-project/per-period basis using the Work Release business process.

Message (Messages Log)

The Messages Log displays copies of BP records that a user has been “cc'd” on during the workflow. BPs in the messages log are view-only copies for reference only.

Milestone

An activity or task that represents a significant point in time, such as a hand-over date. Milestones have zero duration.

Modes of Operation

The system has two modes of operation: User mode and Administration (Admin) mode.

My Dashboard

Dashboard specific to signed-in user in a shell, and configured by the user, or by the administrator for the user. End users can modify these dashboards. By default, all shells have a dashboard that the end user can configure if they have configure permissions. The dashboard is the user's personal dashboard, with their personally configured view of shell data. This dashboard is recommended if the user wants a personalized dashboard to view data that they specifically need to see regarding the shell.

Named Users

Used in the License Manager. The License Manager counts the number of “named users,” which is the number of users a company pays for. An “active named user” refers to any user in the system with a status of “Active” or “On hold”; that is, they have a user name and password. Users with a status of “Inactive” are not counted against the license terms.

Net Book Value

The difference between an asset's starting book value and the current value (at the current depreciation period).

Numeric Formula

A formula used for calculating numeric field values. Any numeric, integer, currency, or decimal amount data element can be used to design a formula. There must be other numeric data elements available to design a formula. The formula is based on calculations that are assigned to the field by selecting from a list of available numeric data elements.


Last Published Tuesday, April 15, 2025