Creating an Organization Unit

You can create an Organization Unit within your Organization.

    Procedure
  1. In the Organization Model editor, double-click on the organization in which you want to place an Organization Unit. The Organization Editor for that organization is opened.
  2. Select the Organization Unit tool in the Organization Modeler palette, and click on the empty part of the Organization diagram. This places an Organization Unit in the Organization.
  3. At this point the Label field of the Organization Unit 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.
  4. If the Properties View is not already displayed, right-click the organization Unit 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 Unit, see Organization Unit Properties.
  5. 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 Unit and/or any supporting explanations, depending on your requirements.
  6. If you are using the default schema, or if you have created your own schema and defined any Organization Unit Types, you can assign a Type to this Organization Unit by selecting it in the Element field.

    Next to the Location field, click to display the Select Type dialog box. You can specify a Location Type for the Organization.

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

  7. If you have applied a Type to the Organization Unit, the Attribute Values tab is displayed. Any attributes that are defined for this type of Organization Unit are displayed here. Click the Value field next to each defined attribute to display a list of available values for that attribute.
    See the "Attributes" topic in the TIBCO® BPM Enterprise Concepts Guide for more information about attributes.

    Click the Privileges tab. Click to display the Select Type dialog box. You can specify the Privileges for the position. See the "Capabilities and Privileges" topic in the TIBCO® BPM Enterprise Concepts Guide for more information about Privileges.