7 Setting Up Business Processes

Information is entered and stored using electronic business process forms and routed via configurable workflows. Business processes—and their workflows, logs, and even search parameters—can be created and designed in uDesigner. They are then imported into Unifier, configured for use, and set up for use in specific projects/shells or the company workspace.

Setting up business processes for use consists of the following steps:

1. Import and deploy business processes. See Importing Business Processes.
2. Configure the BPs to be set up for use. See Configuring and Activating a BP.
3. Set up the BPs for use at the company-level or in individual projects/shells.

   For workflow BPs, you can create multiple setups that let you use the same BP form with any number of customized workflows.

   For more information, see Setting Up Non-Workflow Business Processes and Setting Up Workflow Business Processes

4. Grant User mode permission to all users (including yourself) who will need to view records or participate in a workflow.

   Note:

   Not all BPs work in all areas of the system. For a table that lists all available BPs and the areas in which they are available for use, see Business Process Functionality.