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):

1. Sign in to Unifier with project/shell user credentials.
2. Select the specific project/shell tab, and switch to User mode. For example, select a tab called Vision Corporation.
3. 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.
4. 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.
5. (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.

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