Creating a Position

You can create a Position within your Organization Unit.

Procedure

  1. Select the Position tool in the Organization Modeler palette, and click the Organization Unit where you want to create the Position.
  2. At this point the Label field of the Position is automatically selected. Enter the label you require. The Name field is automatically filled with the same text as the Label, but without any internal spaces.
  3. If the Properties View is not already displayed, right-click the Position you just created and select Show Properties View. The Properties View is displayed.
  4. In the Purpose field on the General tab, and on the Description tab, you can enter some text to describe the purpose of the Organization and/or any supporting explanations, depending on your requirements.
  5. If you are using the default schema, or if you have created your own schema and defined any Position Types, you can assign a Type to this Position by selecting it in the Element field.

    Next to the Location field, click to display the Select Type dialog. This enables you to specify a Location for the Position.

    To specify start and end dates for the Organization, click next to the date fields to display the calendars.

  6. If you have applied a Type to the Position, the Attribute Values tab is displayed. Any attributes that are defined for this type of Position are displayed here. Click the Value field next to each defined attribute to display a list of available values for that attribute.

    Click the Capabilities tab. Click to display the Select Type dialog. This enables you to specify the Capabilities for the Position.

  7. Do the same for the Privileges tab.