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For most applications and dashboards that contain a Job and Component Number, a Unity menu is available for quick access to all applications and some actions related to that Job / Component.
Within an application, right click anywhere on the screen to access the Unity menu. The following processes are available from the Unity menu:
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When sending an assignment with a job that has an Alert Workflow assigned, the Workflow Template will automatically be selected. This can be overridden. |
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Sub Categories: Alerts, Documents, Creative Brief, Specifications, Change Order, Version, Estimate, Schedule, Boards, QvA, Purchase Orders, Events and Snapshot |
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Not all applications / processes may be available on the Unity menu, as it is dependent on User's Security settings and where the Unity menu was accessed from.
Unity Menu can be accessed from the following when there is a Job/Component associated:
Unity Menu |
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Modules |
Applications Available From |
Grids Available From |
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*Alert and Documents must be at the Job/Component Level |
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*Timesheet Records must be at the Job/Component Level |
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Dashboards |
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*Available when viewing Job/Component |
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