Company Workspace Tab
How do I
Other
DFW Tab
Business Processes
100
Company Logs > Business Process Request. Click > New
What is creating a Business Process Request?
100
Open record. Select > View > Audit Log
What is Audit Logs?
100
Navigate to the Home tab. Double click >>on the Task. Click the >Accept Task. Respond to the Task Select > Workflow Action. On the Action Details tab, click >To: Pick the Employee from the User List. Click on the > Employees’ name > Click > Add. Click > OK. Click > Send.
What is completing a workflow taks?
100
Logs\Request for Time Code. Click > New
What is Request for Time Code?
100
Project\Logs\Design Change Notice. Click > New
What is creating a Design Change Notice record?
200
Company Logs > Request for New Employee Setup. Click > New
What is a creating a New Employee Setup?
200
Double-click the record to open, Click > File>Umail.
What is sending a Umail?
200
On the Line Item List form or Supporting Document tab, at the bottom of the screen Click > Import > Select >Import LI with attachments On the Upload Files and Folders screen, click >Add On the Open screen, browse to the folder that has the supporting file, select the file and click >Open On the Upload Files and Folders screen continue adding files, then click >Upload When the Upload Status screen indicates the upload is complete, click >Close
What is attaching a document to a Business Process record?
200
Logs\Request for Permit Number. Click > New
What is a Request for Permit Number?
200
Project\Logs\Daily Construction Report. Click > New
What is creating a Daily Construction Report?
300
Company Logs > Skire Training Registration. Click > New
What is a request for Skire Training?
300
Do not accept the task. Select >Task Status > Not Started.
What is veiwing the status of a record?
300
Upload documents in the following location: DFW > Document Review Submittal > Document Manger > Documents > Organization > Permit Name – Project Name > Review Documents > Drawings. Navigate to DFW\Document Review Submittals\Logs\Action Items folder Click > New.
What is Code Review or Design Review?
300
Logs\Request for Estimate. Click > New
What is a Request for Estimate?
300
Project\Logs\Submittals. Click > New
What is creating a Submittal record?
400
Company Logs > Request for Requisition. Click > New
What is a Request for Requisition?
400
Navigate to the User‐Defined Reports log for the project. Select a report in the log and click the Open button. The User‐Defined Report window opens. Select the report format at the bottom of the window. Click > Run.
What is viewing a report?
400
Navigate to file location in Unifier. Select file by clicking once on title or Select multiple files by clicked and dragging mouse to highlight all applicable files. Select > Download. Browse to applicable location. Click Save – Download window will open. Click OK when download complete – Download window will close. Click OK – Download Files and Folders Location window will close.
What is downloading a document in Unifier?
400
Logs\Request for Services. Click >New
What is a Request for Services?
400
Project\Logs\RFI. Click > New
What is creating a RFI record?
500
Company Logs > Unifier Maintenance Request.
What is creating a Unifier Help request?
500
Select > File > Print Preview > Custom On the Custom Format Print screen, Select a format to print Title. Select options for Workflow Progress > All Steps. Click> OK The File download window will open to Open or Save the word Document. Select > Print
What is printing a record?
500
Navigate to folder location in Unifier. Select > Upload (Intermediate file transfer option) or Browse (Basic file transfer option). Click > Add (Intermediate file transfer option) or double click selected file (Basic file transfer option). Browse to file, click Open – File Upload window will close. Click > Upload (Intermediate file transfer option) or OK (Basic file transfer option). Click > Close when complete – window will close.
What is uploading a document in Unifier?
500
Click the DFW tab then click the View dropdown box and select 4 – Contracts. Select a project by double clicking the name. Click on (+) Logs to view the Business Processes
What is navigating to a project?
500
Project\Logs\Meeting Minutes. Click > New
What is creating a Meeting Minutes record?
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