Manually Creating a BP Record from a BP Log

The following is a general procedure that can be used to create a new BP record from any BP log (Company and/or Project/Shell -- Company Logs and/or Logs).

Company Logs

To create a new BP record from Company BP log:

  1. Go to Company Workspace and switch to User mode.
  2. From the left-hand Navigator, click the Company Logs grouping node to expand.
  3. Click to select a BP and open the BP log.
  4. Click the Create icon to open the Create New <BP NAME> window.

    The Create option is not available if you do not have the permission to create a record.

    You cannot create records of other business processes in a business process log (except in the Tasks log and Master Log - Business Processes grouping node).

    Example

    You cannot create a Meeting Minutes business process record in an Action Items business process log.

  5. When finished, click Create.

Shell or Project Logs

To create a new BP record from Project/Shell BP log:

  1. Go to your Project/Shell and switch to User mode.
  2. From the left-hand Navigator, click the Logs grouping node to expand.
  3. Click to select a BP and open the BP log.
  4. Click the Create icon to open the Create New <BP NAME> window.

    The Create option is not available if you do not have the permission to create a record.

    You can no longer create records of other business processes in a business process log (except in the Tasks log and Master Log - Business Processes grouping node).

    Example

    You cannot create a Meeting Minutes business process record in an Action Items business process log.

  5. When finished, click Create.


Last Published Monday, August 28, 2023