Work Releases Business Process
Purpose
This business process references the company-level Blanket Purchase Order business process.
Business process characteristics
This is a project-level, Cost-type business process with line items and workflow. An individual help file is available for this business process.
Record Statuses
- Pending, a non-terminal status
- Approved, a terminal status Rejected, a terminal status
- Canceled, a terminal status
Groups associated with this business process
- Creation: Project Coordinators.
- Review: Project Managers. All Project Users can be copied.
- Revision: Project Coordinators. All Project Users can be copied.
Additional Information
- Step completion policy and resolving actions can differ between steps.
- Enabled for integration.
- Enabled for publish path.
Files attached to business process forms or to line items will be automatically published to pre-defined folders in Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log.
Benefits
In Unifier, files that are attached to a business process form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record: In a project's Navigator, click Document Manager and select Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record: In the Company Workspace Navigator, click Document Manager and select Company Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
In This Section
Work Releases Business Process Workflow
Creating a Work Releases Record
Routing a Work Releases Record from the Review Step
Routing a Work Releases Record from the Revision Step
Viewing a Work Releases Record on the End Step
Last Published Monday, August 28, 2023