Using a Schema in an Organization Model

This is an overview of the steps required to create the example shown as a Schema and then use it in an Organization Model.

1. Create a project. On the Organization Model dialog of the New Project wizard, uncheck the Create default schema types field.

   The Schema for this project will therefore contain only those types that you define.

2. Create the following types in the Organization Schema:
   • An Organization Type called Call Center. See Creating an Organization Type.
   • Organization Unit Types called Home, Life, Travel and Motor. See Creating an Organization Unit Type.
   • Position Types called Manager and Customer Services Representative. See Creating a Position Type.
3. For the Call Center Organization Type, specify the Home, Life, Motor and Travel Organization Unit Types as Unit Members.

   
   
   

4. For the Home, Life, Travel and Motor Organization Unit Types, specify the Manager Position and Member Position as Position Members.

   

5. Create an Organization Model. Ensure that you uncheck the Create default schema checkbox.
6. Create an Organization within that Organization Model.
7. On the General tab in Properties view, change the Type of the Organization you have just created from a Standard Organization Type to the Call Center Type.
8. In the Organization diagram editor, right-click the empty canvas. The context menu that pops up enables you to select Home, Life, Motor and Travel Organization Units, as shown below. You can also select an untyped Organization Unit.

   

9. Create either a Home, Life, Travel or Motor Organization Unit.
10. If you right click on the Organization Unit you created, the Manager and Customer Service Representative Positions are displayed, as shown below.

    

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