Defining an Organization Model for the Process

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

The model can also describe characteristics that can be possessed by those entities—such as privileges, capabilities or location—but this simple tutorial does not include any of these characteristics.

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.

Only entities defined in the organization model can be assigned (as participants) to perform user tasks in processes. See Adding a Position as a Participant to the Process.

Note: An organization model does not define the actual users (resources) who belong to it. Assigning users to organization model entities is a separate task, performed at runtime using the Organization Browser in TIBCO Openspace or in TIBCO Workspace.

Procedure

  1. Click the EasyAs organization tab. The Organization Editor opens. You use the Organization Editor to produce an organization diagram, showing 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 provided in the Process Editor or Business Object Model Editor.
    • initially shows an empty organization, which you have already renamed EasyAs.

      Click the Organization Unit tool in the palette.

  2. Position the mouse pointer anywhere in the Organization Editor canvas, then click to add an organization unit to the organization. Or select the Organization Unit from the palette and drag and drop it.
  3. Change the organization unit label from OrgUnit1 to Claims Department. (Click away from the field in the Organization Editor or press Enter to save your label change.)
  4. Click the Hierarchy tool in the palette. Click on Claims Department, hold the mouse button down, and drag the pointer downwards a short distance. When you release the button, the label Create OrgUnitRelationship to New Element: OrgUnit displays.
  5. Click on that label and a new organization unit is added. It is linked by a Hierarchy link to Claims Department, indicating that the new unit is subordinate to Claims Department.
  6. Change the label of the new unit to Motor claims unit.

    Drag and drop Position from the palette into the Motor claims unit. A position called Position1 is created within the unit.

  7. Click Position1 to allow you to change the label for it to Manager. Click away from the field in the Organization Editor to save your label change.

    Drag and drop Position into the Motor claims unit a second time.

  8. Change the new position’s label to Customer service rep.
  9. Change the Number field on the General tab for Customer service rep to 6. This indicates the ideal number of these positions in the unit.

Result

Click or press Ctrl+S to save your changes to the organization model.

Next you should complete Adding a Position as a Participant to the Process