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.
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.
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