Introduction to the Organization Editor

7-4 Modeling and Implementation Guide for Oracle Business Process Management

7.4.1 How to Create a New Role

You can create roles to define who is responsible for performing the activities and tasks within your process. User tasks require you to define roles before you can add them to a process model. To create a new role: 1. In the Project Navigator, expand the project where you want to create a new role.

2. Right-click Organization, then select Open.

3. In the Organization Editor window, select the Roles tab.

4. Click the Add icon, then supply a name for your role.

5. Click OK.

7.4.2 How to Add Members to a Role

Adding members to a role allows you to define what members of your real-world organization are responsible for performing the activities and tasks within your process. Before performing this task, you should ensure that you have configured a connection to your application server. To add members to a role: 1. In the Project Navigator, expand the project where you want to create a new role. 2. Right-click Organization, then select Open 3. In the Organization Editor window, select the Roles tab.

4. Click the Add Role icon

5. Select the type of application server and realm. 6. Enter a search pattern, then click the search icon. 7. Select the appropriate user from the search results, the click Select.

8. Click OK.

7.5 Working with Organizations

The following sections describe how to create and edit the components of an organization.

7.5.1 How to Create an Organizational Unit

You can create multiple organizational units within an organization. To create an organizational unit: 1. In the Project Navigator, expand the project where you want to create a new role.

2. Right-click Organization, then select Open.

3. In the Organization Editor window, select the Organizational Chart tab.

Note: Before performing this task, you should ensure that you have created an Identity Service connection. Modeling Your Organization 7-5

4. Select Organizational Chart, then click the Add icon.

5. Provide a name for your organizational unit, then click OK.

This defines the top-level organizational unit. 6. If you want to add a hierarchical structure to your organization, select the organizational unit you just created, then click the Add icon.

7. Provide a name for the organizational unit, then click OK.

You can repeat steps 6 and 7 if you need to add additional levels to your organization. 8. If you want to add an optional calendar rule, select the appropriate rule from the drop-down list.

9. When you are finished, select Save from the File menu to save your organizational

chart.

7.5.2 How to Create a Calendar

You can create calendars that can be assigned to an organizational unit. To create a calendar: 1. In the Project Navigator, expand the project where you want to create a new role.

2. Right-click Organization, then select Open.

3. In the Organization Editor window, select the Calendar tab, then click the Add

icon.

4. Provide a name, then click OK.

5. Select the calendar rule from the list.

6. Click the checkbox next to each day of the week you want to include.

7. Specify the start and end time for each day.

8. If you want to include an optional holiday rule, select the appropriate holiday rule

from the drop-down list.

9. When you are finished, select Save from the File menu to save your organizational

chart.

7.5.3 How to Create Holidays

You can create holiday rules that can be assigned to a calendar. To create a holiday rule: 1. In the Project Navigator, expand the project where you want to create a new role.

2. Right-click Organization, then select Open.

3. In the Organization Editor window, select the Holiday tab, then click the Add

icon.

4. Provide a name, then click OK.

5. Select the holiday rule from the list, then click the Add icon. 6. Provide the following for the holiday rule, then click OK. ■ Description: A description of the holiday rule.