Creating an Organization
You can create an Organization within your Organization Model.
See the "Organizations" topic in the TIBCO® BPM Enterprise Concepts Guide.
See Creating an Organization Model
If you want to create an organization that is likely to be replicated elsewhere - for example a Branch which consists of a similar structure in a number of geographical locations - then you might want to consider creating a Dynamic Organization. See the "Dynamic Organizations" topic in the TIBCO® BPM Enterprise Concepts Guide.
- Procedure
- Activate the Organization Model Editor for your Organization Model.
- Select the Organization tool in the Organization Model Editor palette, and click on the empty part of the Organization Model editor. This places an Organization in the Model.
Note: You can alternatively expand the Organization Model in the Project Explorer. Right-click Organizations and select . A new Organization is created.Note: If you want to use a template of a typical public company as a starting point for your own organization, right-click Organizations and select . This provides you with a number of sample department types which you can edit and add to your company (Department, Business Unit, Team) and Positions already defined for Manager and Member which you can also edit.
- At this point the Label field of the Organization 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. For example, if you put Head Office in the Label field, the Name is HeadOffice.
- If the
Properties View is not already displayed, right-click the organization you just created and select
Show Properties View. The
Properties View is displayed.
Note: For a complete description of all the properties you can configure for an Organization, see Organization Properties.
- 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.
Next to the Type field, click
to display the
Select Type
dialog box. You can change the type for the Organization, depending on your requirements.
Next to the Location field, click
to display the
Select Type dialog box. You can specify a Location for the Organization, depending on your requirements.
- If you have assigned a Type to the Organization, the
Attribute Values
tab is displayed. Any attributes that are defined for this type of Organization are displayed here. Click the
Value field next to each defined attribute to display a list of available values for that attribute.
Note: The Attribute Values tab is available only if you have previously applied a Type.
When you have created an organization, you can model it to contain a structure using Organization Units and Dynamic Organization Units which can be connected using Hierarchy links.