Records

Records in Unifize are the building blocks of collaboration and process management. They serve as structured containers for data, actions, and discussions related to a specific process, ensuring visibility, accountability, and traceability across teams. Whether managing quality issues, compliance tasks, or product development, records centralize all relevant information in one place.

See: Record Definition

What is a Record?

A Record in Unifize is a structured entity that:

• Stores data relevant to a specific process or event

• Enables collaboration through embedded chat

• Tracks changes and actions taken chronologically

• Provides traceability for compliance and audits

Navigating Records

Accessing Records

To access records:

1. Navigate to ’My Inbox’ from the left-hand menu.

2. Use the Search Bar to find a specific record by ID, name, or related keywords.

3. Apply Filters to narrow down records based on status, category, or assignee.

Record Structure

1. Header: Displays record title, unique ID, status, owner, due date and priority.

2. Checklist: Contains predefined steps or actions required for completion.

3. Conversation Thread: A chat-based window where stakeholders collaborate and the log of any activity and attachments is stored chronologically.

Working with Records

Creating a New Record

1. Click on + New from My Inbox.

2. Select the appropriate Record Type.

3. Fill in the required fields (e.g., title, description, participants).

4. Click Create.

Editing & Updating Records

• Records can be modified by clicking on individual fields or checklist items.

• Use the Conversations to add comments and mention users.

• Attach supporting documents directly to the record for context.

Best Practices for using Records

✅ Keep record titles clear and descriptive for easy searching.

✅ Utilize checklists to define structured actions.

✅ Engage in conversations within records instead of external communication channels.

✅ Regularly review the Conversations for traceability and compliance.

Records in Unifize are designed to bring structured collaboration to your processes, ensuring efficiency, compliance, and visibility. By understanding and utilizing records effectively, teams can streamline workflows, enhance communication, and drive continuous improvement.