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In the Filter Forms: Select Forms In My Court” , “Opened” and
‘All Workflow and Static Forms” and click filter
Select a Form in the grid.
Review the details, if everything looks complete, click “Close Form”.
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e-Builder Processes route information based on defined business rules. Processes are similar to forms where you fill detail and pass it along, but with processes it is structure of what steps and approvals are needed determined by the team and approved by the steering committee. In addition, there are processes that are cost integrated the cost module, which allows you to have the status of the cost item (such as an invoice) be updated as the correct approvals are received. Giving full consistent visibilityimprove 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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