Define an Organization Model for the Process

An organization model captures and defines information about the organization of an enterprise. The model represents the different entities in the organization, such as positions, organizational units or groups, their organizational structure and the relationships between them.

The model can also describe characteristics that these entities can possess, such as privileges, capabilities, and location.

A process designer can use the information defined by the organization model to ensure that the process sends the right work to the right people at the right time.

The process can only assign user tasks to entities defined in the organizational model. They are known as participants.

Note: An organization model does not define the actual users, or resources, who belong to it. Use the Organization Browser at runtime to assign users to organization model entities. See How to Map Users to the WelcomeUsers Organization Model.

Procedure

  1. Click File > New > Organization Project to create an Organization project. Call it "XYZInsurance" and click Finish.

    Use the Organization Editor to produce an organization diagram that shows the structure of an organization, the organization units and positions it contains, and the relationships between them.

    The Organization Editor contains a canvas area and a Palette. The Palette contains a different set of tools than those available for the Process Editor.

    The Organization Editor initially shows an empty organization for XYZInsurance.

  2. In Project Explorer, drill down and expand XYZInsurance v1.0 > Organization > XYZInsurance.om > Organization Model > Organizations, and select Organization1 and change its label in the Properties view to "XYZInsurance".
  3. Select Organization Unit from the Palette, and then click anywhere in the Organization Editor canvas to add an organization unit.
  4. Change the Label from "OrgUnit1" to "Test Department".
  5. Click away from the field or press Enter to save.
  6. Select Position from the Palette, and then click anywhere inside Test Department to add a position.
  7. Change the Label from "Position1" to "Tester".
    Note: An asterisk against an item in the Organization Editor and the Project Explorer indicates unsaved changes.
  8. Press CTRL + S to save the changes.
Next topic: Add the Tester Position as a Participant in the Process
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