Manage

The Manage view in Unifize allows Admins to get a centralized overview of all processes and the records associated with them. It provides a powerful interface to search, filter, and manage records across any process in the system, making it ideal for high-level oversight, audits, and bulk operations.

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What is the Manage View?

Accessible from the left-hand sidebar, the Manage view presents a two-level interface:

1. Process Selection You'll first see a list of all processes in the organization. Use this view to locate and select the process you want to work with.

2. Process Records View Once a process is selected, Unifize displays all records associated with that process in a table format. This includes key metadata like:

   1. Record ID and title

   2. Status

   3. Owner and participants

   4. Priority and due dates

   5. Custom fields configured for that process

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New: Bulk Selection of Records

With the latest update, Admins can now select multiple records within the Manage view. This supports:

• Easier data reviews across filtered record lists

• Preparing for exports or audits

• Performing batch-level analysis and follow-up actions

How it works:

1. From the sidebar, click Manage

2. Select the process you want to view

3. Use the checkboxes next to each record to select one or more records

4. Use the Select All checkbox to select all records currently visible (based on filters applied)

This feature improves efficiency when handling high volumes of records—especially for compliance, quality, and operations teams.

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When to Use the Manage View

• Compliance Reviews: Filter and select all records from a process for audit preparation

• Process Monitoring: Review record statuses, owners, and due dates at a glance

• Bulk Reporting: Select and export multiple records for analysis outside the system

• Performance Tracking: Monitor volume, throughput, or delays across processes

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Best Practices

• Apply filters before using Select All for precise record targeting

• Customize visible columns to prioritize fields that matter most to your workflow

• Use the Manage view as part of your weekly or monthly process reviews

• Combine Manage with Reports and Charts for deeper operational insights

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Summary

The Manage view gives Admins an organized, cross-process view of all records in Unifize—now with the ability to select multiple records for more efficient oversight and action. Whether you're reviewing, auditing, or simply tracking record progress, this view is your starting point for streamlined management.

For more help with setting up or using the Manage view, contact your Unifize Admin or Customer Success Manager.