Working with Shell Features
The Navigator displays the shell-related features that you have permission to access (Shell > User mode). Depending on the modules that your company has set up and your access permissions, the following shell functions that are typically available.
Note: Company administrators can configure the Navigator to better suit business needs, such as creating nodes to store business process records.
Function | Description |
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Alerts | You can access the following information regarding the alerts:
You can create customized alerts for a condition or event. |
Tasks | Not available for View-Only and Inactive shells. Lists:
You can use the View option to display tasks:
You can use the View option to create new view (Create New View) and manage the existing views (Manage Views). |
Drafts | Not available for View-Only and Inactive shells. Lists:
You can access the following information regarding the drafts:
The right-hand pane of the Drafts log has the following tabs, which provide additional information about a selected draft item:
|
Mailbox | Has the following sub-nodes:
Mailbox has two functions: 1) An internal email feature that allows shell team members to communicate with each other and maintain a record of the communications. For shells with View-Only status, Mailbox is available for viewing, but you cannot send, edit or delete messages. 2) The repository that collects external emails related to the shell. These emails can come from shell users or from external users who do not use Unifier. From the Mailbox, users can forward the emails to appropriate members, flag them for review, and reply to them. In addition, these external emails can be linked to business process records. |
Information | Lists the shell directory (Directory) and general BP information. |
Gates | Displays phase and gates information and enables manual or automatic advancement of phases. |
Configurable Modules | Lists the configurable modules that have been created to work with your shells. |
Cost Manager | Lists shell-level cost manager functions such as:
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Document Manager | Allows for collaboration, revision control, or markups of:
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Resource Manager | Allows access to:
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Schedule Manager | Allows access to:
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Logs | Allows access to the shell business processes. |
Reports | Allows access to user-defined reports. |
Last Published Monday, August 28, 2023