Definitions
Understand the building blocks of Unifize.
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
Embedded chat for real-time, contextual collaboration.
Filtered views of records for tracking and decision-making.
Visual snapshots of trends, performance, and bottlenecks.
Structured tasks and fields that drive execution and compliance.
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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