Unifize Knowledge Base
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    • February 2025
    • March 2025
    • April 2025
      • Rich Text Fields in Checklist
      • Filling Checklist Metadata with AI
      • 'My Conversations' is now 'My Inbox'
      • Feature Enhancements
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  1. User Guide

Definitions

Understand the building blocks of Unifize.

Last updated 29 days ago

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

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.

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.

A defined workflow with roles, statuses, and checklist logic.

A single instance of a process—tracking data, actions, and people.

Conversation
Report
Chart
Checklist
Org
Process
Record