Access the Visualizations Log in a Project/Shell (User Mode)

Project/Shell users can access visualizations from the Visualizations node or from a Business Process log node. The Visualization node is visible if your Project/Shell Administrator has assigned visualization permissions in the projects/shells you have access to.

To access the Visualizations log in a project/shell (User mode):

Sign in to Unifier with project/shell user credentials.
Select the specific project/shell tab and switch to User mode. For example, select a tab called Vision Corporation.
In the left Navigator, select Visualizations.
or

Access the Visualizations log from a business process log as follows:
1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
2. In the selected business process log (right pane), just below the User mode indicator, select a specific visualization from the Visualization list.
On the Visualizations page (right pane), the following information is displayed for each visualization:
- Name: Name of the visualization. For example, a visualization called RFI Summary.
- Description: (Optional) A short statement that outlines the purpose of the visualization.
- Location: (Optional) The location of the visualization in the left Navigator in the User mode.
  If a location is specified, the visualization will display under the selected business process node in the User mode. For example, a Visualizations list will display in the Contracts business process log (right pane).
  
  (Default) If a location is not specified, the visualizations will display under the Visualizations node in the left Navigator.
- Last Modified Date: The most recent date that the visualization was modified.
- Last Modified By: The name of the user who last modified the visualization.
(Optional) To further focus on a subset of visualizations displayed in the Visualizations log (right pane), select any of the following search filters:
- Location: Select this filter to focus on visualizations in a specific location or node. For example, visualizations in the Contracts business process node.
- Last Modified Date: Select this filter and enter a date range to select only those visualizations that were last modified between the selected dates.
- Last Modified By: Select this filter to focus on visualizations modified by a specific user.
Click Remove (X) to remove the filter from the Search bar.

Based on the visualization permissions assigned to you as Project/Shell users, you can perform certain types of visualization tasks from the Visualizations log. For more information, see Permission-Based Visualization Tasks for Project/Shell Users.

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