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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