Site Photo Business Process

Use the Site Photo business process to add photos, videos or audio files to the Project Document Manager for a project. This BP is optimized for use with the Unifier Mobile Application.

Characteristics

This is a Project-level business process with a workflow, provided in the system template.

Record Statuses

Canceled

terminal status

Closed

terminal status

Rejected

terminal status

Awaiting_Review

non-terminal status

Workflow

The default workflow for the Site Photo business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can take the action of approving or rejecting the record or send it on to others.

Related Processes

The Site Photo business process might create the following business processes: Not applicable

The Site Photo business process might be created by the following business processes: Not applicable

Creating a Site Photo Record

Create a Site Photo record by navigating to Field Management / Site Photo on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Site Photo task that has been assigned to you from the Tasks log.

Complete the Site Photo form and attach related documents, if needed. After completing the form, click Send and 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.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Field Management, and then select Site Photo.
  3. On the Site Photo page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Send.
  6. On the Workflow Action Details tab, select who should receive this Site Photo.
    • If permitted, you can add users to the CC list. These users will receive a notification about this Site Photo but are not assigned a task.
    • If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
  7. Click Send.
  8. In the Notification window, review the content and click OK.

    The record moves to the next step in the workflow.

Completing the Site Photo Form

Key Information

Key information about this Site Photo record

Field Name

Access

Description

Title

Required

Enter a title.

Publish Date

Required

Enter a date, which is used to specify the folder where the attached files will be stored in the Document Manager.

Photo Taken By

Required

Enter the name of the person who took the attached photo or photos.

Due Date

Editable

Target completion date for this record. A default duration has been set by your administrator but can be overridden here for this record.

Area

Editable

The area, from a list of physical areas, related to this project or building

Spec Section

Editable

Specification section

Description

Description of the attached files

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer.

Document Properties

Document properties that will transfer to the Document Properties in the Document Manager for the Project

Field Name

Access

Description

System Document Type

Editable

Default System Document Types

Custom Document Type

Editable

Custom Document Types

Discipline

Editable

Select the Discipline specific to this document.

Document Status

Editable

Document Status

Discrete Area Name

Editable

The specific Area to be referenced

Vendor

Editable

Select the vendor for this record.

Comments

Editable

Enter comments about the document.

Location

Location of the Site Photo. This can be completed by selecting an Area, by adding your current location (on mobile), or by choosing an area on a map. Individual attachments created in the mobile app will contain geospatial information.

Field Name

Access

Description

Latitude

Editable

The latitude of an area

Longitude

Editable

The longitude of an area

Record Information

System information about this record

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Creator

Read-Only

Creator of this record

Creation Date

Read-Only

Date that the record was created

Status

Read-Only

Record status for a workflow BP record is based on the workflow action preceding the current workflow step.

Record Last Update Date

Read-Only

Date that the record was last updated

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Project Name

Read-Only

Name of the project

Project Number

Read-Only

Unique Project Number

Publish Path

Read-Only

The location of the folder in Document Manager that includes the attached photos

Additional Information

The Site Photo Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Site Photo Date Picker UDF 1

Disabled

Reserved for future use by your organization

Site Photo Date Picker UDF 2

Disabled

Reserved for future use by your organization

Site Photo Decimal UDF 1

Disabled

Reserved for future use by your organization

Site Photo Decimal UDF 2

Disabled

Reserved for future use by your organization

Site Photo Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

Site Photo Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

Site Photo Picker UDF 1

Disabled

Reserved for future use by your organization

Site Photo Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The Site Photo Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

Site Photo Text 255 UDF 1

Disabled

Reserved for future use by your organization

Site Photo Text 255 UDF 2

Disabled

Reserved for future use by your organization

Site Photo Text 255 UDF 3

Disabled

Reserved for future use by your organization

Site Photo Text 255 UDF 4

Disabled

Reserved for future use by your organization

Site Photo Long Text UDF 1

Disabled

Reserved for future use by your organization

Site Photo Long Text UDF 2

Disabled

Reserved for future use by your organization



Last Published Monday, April 14, 2025