5.1. Organization structure management
The organizational structure strictly defines the management of business processes. She is responsible for ensuring that the tasks are performed by the right people.
The organizational structure is divided into organizational units, which are divided into positions. The latter are assigned specific roles from business processes.
5.1.1. Organizational units
The organizational units can be found in "Administration -> Document workflow -> Organizational structure".
The organizational unit has the following properties:
- Name - name of the organizational unit.
- Symbol - a unique symbol of an organizational unit.
- Parent unit - defines the superior unit.
- Managerial position - a managerial position for this unit.
Figure 5.5.1. View of the Organizational units tab
In the middle of the view is a table with created organizational units in the system. At the top there is a search for organizational units, and in the upper right corner there is a button for adding a new organizational unit.
Adding an organizational unit
Adding an organizational unit using the form.
Figure 5.5.2 Window for adding a new unit
Complete all ownership of the organizational unit and press the "Add Unit" button. At the "Managerial position" field there is a "Positions" button, on which the window with all positions in the system appears (see Figure 3.3 and description in User management ). In the "Parent unit" field there is the "Organizational units" button. After pressing it, all units in the system appear with the option of selecting them (see Figure 5.5.3).
Figure 5.5.3. Selection window of the organizational unit.
Presents all organizational units in the system. In order to select a unit, press the "Select" button next to the unit. After completing the selection of the unit, close the window with the help of a cross in the upper right corner or left-click the mouse outside the window area.
In both of the above-mentioned fields there is also a "Delete" button that allows you to clear their contents.
Searching for an organizational unit
The form and its behavior are the same as in the case of adding a unit. The difference is the end result. After filling in the form and pressing the "Search for units" button, only units that meet the given criteria will be displayed in the table.
Figure 5.5.4. View of the Organizational units tab with the search window expanded.
Change of the organizational unit
To make changes to an existing organizational unit, click the "Change" button in the table at the given unit. The following view appears:
Figure 5.5.5 Window of the form of the change an organizational unit.
The form is the same as for adding and searching units. The difference is that its fields are filled by current values. After changing the values, these changes should be confirmed with the button "Change data of the organizational unit".
Delete an organizational unit
To delete an organizational unit, click the "Delete" button in the table at the given unit (see Figure 5.5.1).
5.1.2. Positions
The positions can be found in "Administration -> Document workflow -> Organizational structure".
Position has the following properties:
- Name - position name.
- Symbol - a unique position symbol.
- Superior position - determines the superior position.
- Organizational unit - the unit to which the position belongs.
- Role - roles assigned to the position.
Figure 5.5.6. View of the Positions tab.
The table with created positions in the system is shown in the middle of the view. At the top there is a search for positions, and at the bottom there is a form for adding a new position.
Adding a position
The position is added using the form.
Figure 5.5.7The window of form for adding a new position.
All the properties of the position should be completed and press the "Add" button. Next to the "Parent Position" field there is a "Position" button, after pressing it the window with all positions in the system appears (see Figure 3.3 and description in User management ). There is a button "Organizational units" next to the "Organizational unit" field. After pressing it, all units in the system appear with the option of selecting them. There is a "Roles" button next to the "Role" field. After pressing it, all the roles available in the system will appear (Figure 5.5.8). We can choose any number of roles for the position.
Figure 5.5.8 Add role window.
The window shows all the roles available in the system. To select a role, press the "Add" button next to the role. After completing the role selection, close the window with the help of a cross in the upper right corner or left-click the mouse outside the window area.
The above-mentioned fields also have a "Delete" button that allows to clear their contents.
Position search
The form and its behavior are the same as in the case of adding a unit. After filling in the form and pressing the "Search for positions" button, only the positions that meet the given criteria will be displayed in the table.
Figure 5.5.9. View of the Position tab with the search window expanded.
Change of position
To make changes to an existing position unit, click the "Change" button in the table at the given position. The following view appears:
Figure 5.5.10. Window of the form of the position change
The position change form is the same as for position search. The difference is that its fields are filled by current values. Under the form there is a table with the roles of a given position. It contains a column with the name of the role, the name of the package and the process to which the role belongs. We can delete the role using the "Delete" button. Above the table is a button to add a role. After pressing it, all the roles available in the system will appear. The roles are automatically saved after the operation. However, changes in the form should be confirmed with the "Change position data" button.
Position delate
To delete a position, click the "Delete" button in the table at the given position (see Figure 5.5.6).