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e-Builder Processes route information based on defined business rules. Processes improve communication and enhance collaboration among members of the project team. Forms in e-Builder are completed by project participants. When a form is submitted it is moved to the next step in the process for review or action by the appropriate actor. The MIT Facilities e-Builder team and steering committee has defined forms and workflow for MIT-specific processes. Some processes are integrated with the cost module. This allows the status of a cost item, such as an invoice, to be updated as approvals are received providing full and consistent visibility. Using e-Builder effectively requires users to complete workflow in their court accurately and in a timely manner so that processes are constantly moving information through the workflows.
Starting a Process
Select a Project, then go the Processes in the left-hand column. Or, select Processes from the tabs at the top and select a project.
Click on Start Process on the right side.
Note: This will list the processes you have the ability to start based on your permissions.
Select a Process.
Fill out the details of the process.
Note: All fields with a red asterisks (*) are required before sending.
Click the documents, processes or forms tab to attach any supporting documentation needed.
Click “Submit”
The workflow will automatically get routed to the next step.
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In the Filter Processes: Select Processes In My Court” , “Opened” and
‘All Processes” and click filter
Select a Process in the grid.
Fill out the details on the process, attach any support documentation necessary.
At the top of the page, there will be an Action drop down, select your action and click the button.
The workflow will automatically move to the next step.
Navigating a Process
Process Name & Number
Allows you to always see what process you are in and the number instance it is on the project.
Action Dropdown
If you are an actor on the step and are responsible for completing the task you will see this drop down with the different actions you have the ability to take. Should you want to see what step is next you can use the Show Workflow Diagram link..
History
Clicking on the Show History link will give you all the details about the process: what steps it has gone through; who took action on those steps; the date/time and field values that have been changed and by whom.
Current Actor
The user(s) currently responsible for reviewing this step and taking action.
Current Step and Show Workflow Diagram
If you click on the Show Workflow Diagram another window will pop up and it shows the entire process. The current step will be outlined in blue.
Comments & Attachments
If you want to add a comment or see the comments that have been made you have the ability to click on the comments tab. In addition, any documents, another form or another process can be attached in the following tabs.
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