UniPhi templates are a much more efficient way to create documents based on information stored within UniPhi. UniPhi template settings are found in the Methodology / Templates tab. Here you may press the Add icon to create a new template of the edit icon to edit an existing template
Note that the screen consists of three panels:
• New Template
• Document Edit Roles
• Document Signoff Roles
Document Edit Roles
The Document Edit roles in the upper right side provides for controlling which team members in a project can Create a new document using this template.
As noted at the top of the panel
“To allow users from any role to create and edit documents, leave all edit roles blank.”
The purpose is to assist with managing documentation on projects by ensuring that members of the team only see templates that are relevant to their role on the project. This method is useful where restrictions need to be placed on access to certain documents.
Tick the role or roles as appropriate.
Document Sign off Roles
The Document Sign-Off Roles panel allows for setting the desired authorisation or workflow for documents that will be created with this template.
The option to “Enable Sign-On Behalf Of” is enabled by default and allows for anyone to authorise a document in the absence of the preferred role.
The Roles are grouped by the Licence group allocated in the Methodology Roles section of UniPhi.
Delegation
Found at the end of the template creation wizard. This feature enables specific Roles to be selected as the sign-off roles. UniPhi also allows delegation sign-off based on specified monetary values.
In the scenario below, the Cost Manager is only authorised to sign-off on documents which have a budget value of up to $50,000.
The Service Manager will then be required to sign-off all documents that have a value greater than $50,000.01.
Note that these values are not inclusive. The Service Manager in the example above will only be required to sign off claim documents of $50,000 or more. Similarly, the Cost Manager will only required to sign off claim documents for $49,999.99 or less.
New Template
The template creation process consists of three primary stages. This first stage of the template creation process generates the control and meta functions of the template. The second stage is to create the data entry steps in the template and the final stage provides for modifying the output order of the steps.
Signoff roles and delegations of authority are defined per each UniPhi Document Template, the currently configured roles and delegations can be viewed by clicking the details (magnifying glass icon) next to each template.
You can amend these delegations by pressing the pencil icon next to the template.
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