Process

Definition

A Process in Unifize represents a structured workflow designed to achieve a specific outcome. It defines the sequence of activities, stakeholders involved, and the data required for execution.

Check out Developer Documentation for Processes

Key Features

• Standardizes operations for consistency.

• Tracks progress and automates workflows.

• Ensures visibility and compliance.

What constitutes a Process?

You can access the settings of an individual process through the Process Builder.

Every process on Unifize contains the following key elements:

• Team: The description of the process, owner, default participants and process owner(s).

• Status: Various stages in the process lifecycle across two states: Pending vs Completed.

• Checklist: Structured way of capturing contextual information for a process record.

• Deleted Fields: Fields that are deleted in history.

• Privacy Settings: Ability to make certain processes private, editable only by the Process Owner.

• Advanced Process Settings: Various configuration options to control the records of a process.

• Reminders: Ability to automatically notify participants based on preset parameters.

• Layout: Option to choose checklist visibility across different devices.

Checklist configuration of a 'Change Control' process