> For the complete documentation index, see [llms.txt](https://docs.unifize.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.unifize.com/user-guide/definitions.md). # Definitions This section introduces the core concepts that power the Unifize platform. Whether you’re setting up workflows, collaborating with your team, or analyzing data, these definitions provide the foundation for how everything connects in Unifize. ## Why It Matters Each module in Unifize is designed to mirror how regulated teams work: structured, collaborative, and traceable. Knowing the difference between a **Process**, a **Record**, or a **Checklist** helps you build more effective workflows and scale operations confidently. ## Explore Key Concepts


Process	A defined workflow with roles, statuses, and checklist logic.	/pages/Ik2hxgD71sn3vgKGSwla
Record	A single instance of a process—tracking data, actions, and people.	/pages/uNsAUEOQ32SD9lrPTZdL
Conversation	Embedded chat for real-time, contextual collaboration.
Report	Filtered views of records for tracking and decision-making.
Chart	Visual snapshots of trends, performance, and bottlenecks.
Checklist	Structured tasks and fields that drive execution and compliance.
Org	Highest level of abstraction containing people, workflows and data.

## When to Use * Building or editing processes * Onboarding new users * Reviewing compliance and audit structures These definitions form the foundation of your Unifize experience. Use them to design smarter workflows and collaborate with clarity.
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