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
| Status | Resulting State |
|---|---|
| Canceled | terminal |
| Closed | terminal |
| Rejected | terminal |
| Awaiting_Review | non-terminal |
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, select Send, and select an action in the Workflow Actions list to determine the next step in the workflow. Select 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.- Go to your Project tab, and switch to User mode.
- In the left Navigator, select Field Management, and then select Site Photo.
- On the Site Photo page, select Create. Refer to the tables below to complete the form. You can select Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select Send.
- On the Workflow Action Details tab, select who should receive this BP.
- If permitted, you can add users to the CC list. These users will receive a notification about this BP but are not assigned a task.
- If permitted, you can select lists of members in the Contact List section. These members also receive a notification about this BP 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.
- Select Send.
- In the Notification window, review the content, and select 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 |