Setting Up Updates for Business Process Records

8 Setting Up Updates for Business Process Records

Business Processes (BPs) can be associated with a specific project/shell (Project/Shell-level BP), or they can be applicable for the entire Company (company-level BP) and not be specific to a Project/Shell. The Administrator (Project/Shell or Company) determines which forms are to be used and how the workflows operate.

To set up a BP record to receive updates in a Company or Project/Shell, do one of the following:

For a Company:
1. Go to the Company Workspace tab, and switch to Admin mode.
2. In the left Navigator, select Company Workspace, and then select Business Process Updates.
For a Project or Shell:
1. Go to the shell tab, and switch to Admin mode.
2. In the left Navigator, select Setup, and then select Business Process Updates.