| # The roles/employees procedure The aim of this procedure is to define which roles are authorized to carry out which business processes, activities, and subapplications in a project model. However, the basic part of the authorization procedure takes place in the repository. For more information, see Section 8.3 Roles in Chapter 8 Organization Modeling. The roles/employees procedure further deals with the linking of employees to a project model. The project model roles/employees procedure Roles by Business Process by Business Model (tgbrg3540m000) To list the roles by business process, use the Roles by Business Process by Business Model (tgbrg3540m000) session. To start this session: On the appropriate menu of the Business Processes by Project Model (tgbrg4560m000) session, click the Link Roles to Business Processes..., or Link Roles to Business Processes... A role is created, and initially linked to a business process in the repository. However, you can also link a role to a business process solely in a project model; to do this, click Copy link from Business Process in Repository on the appropriate menu to copy the link from the repository to the project model. If you copy the link to the project model, you can change data regarding the relationship between the role and the business process. The changes you make will only take effect in the project model, and not in the repository. To edit a role in the Modeler, use the Role by Business Process Properties (tgbrg3141s000) session, or the Role by Business Process Activity Properties (tgbrg3150s000) session. If you use these sessions, you do not need to copy the role link to the project model. Note Roles linked to a business process are inherited at lower levels by activities and nested processes, unless you link roles separately to the activities within a business process. To define the role settings by business process in a project model, complete the following steps: To link a role to a business process only in the project model, click New In the Role field, select a role from the Roles (tgbrg8110m000) session and link it to the business process in the project model. To edit a link between a role and a business process that already exists in the repository, click Copy Role link from BP in Repository. Click Save
Key fields for the Roles by Roles by Business Process by Business Model (tgbrg3140s000) session
Field | Description
--- | ---
Excluded | If this check box is selected,, the role is no longer authorized to carry out the business process. Therefore, the Responsibility Codes fields are dimmed.
Use activity authorizations defined in Repository | If this check box is selected,, the authorization defined for the activities of type application in the repository also applies to the role you have selected in the Role field.
Max. Authorization | The level of authorization an employee has when they want to carry out the activities of type application in the business process. You can only select a value in this field if the Use activity authorizations defined in Repository check box is cleared.
Responsibility Codes | At least one of the responsibility codes you select here must have the value Yes for the employees linked to the selected role to be authorized to carry out the business process.
Role by Business Process Properties (tgbrg3141s000) To add a role, define the authorization, add or change responsibility codes, and define whether the role must be excluded from the business process, use the Role by Business Process Properties (tgbrg3141s000) session. To start this session: right-click in the business process diagram, not a model item, and click Roles... Next, in the window that appears you can click the following two options; for the second option to become active, you must first select a role: To add a role to the business process, select a role in the Roles (tgbrg8110m000) session and click Insert To modify role data in the Role by Business Process Activity Properties (tgbrg3150s000) session, click Edit The changes you make only apply in the project model.
Key fields for the Role by Business Process Properties (tgbrg3141s000) session
Field | Description
--- | ---
Excluded | If you select this check box, the role is no longer authorized to carry out the business process; therefore, the Responsibility Codes fields are dimmed.
Max. Authorization | The level of authorization an employee with this role must carry out in the business process.
Responsibility Codes | At least one of the responsibility codes you select here must have the value Yes, in order for the employees linked to the selected role to be authorized to carry out the activity.
Role by Business Process Activity Properties (tgbrg3150s000) To link a role to a business process activity Add responsibility codes to roles Link text to roles Define whether the role must be included or excluded from the business process. Use the Role by Business Process Activity Properties (tgbrg3150s000) session. To start the session: Right-click an activity in the Modeler and select the Insert option. Click Roles by Business Process Activity In the window that appears, you can select the following two options: To add a role to the activity, select a role in the Roles (tgbrg8110m000) session, and click Insert To modify role data in the Role by Business Process Activity Properties (tgbrg3150s000) session, click Edit The changes you make in the relationship between the role and the activity are only effective in the project model. If a role applies to all, or most activities in a business process, use the Roles by Business Process by Business Model (tgbrg3540m000) session; this offers the following two benefits: You do not have to link a role to all the activities separately. You only have to exclude the role from the activities to which it does not apply. Only use this session if you want to link a role to a limited number of activities, or to exclude a role from some activities.
Key fields for the Role by Business Process Activity Properties (tgbrg3150s000) session
Field | Description
--- | ---
Inherited | If this check box is selected,, the role is initially linked to the business process in which the current activity is incorporated; therefore, the role is automatically linked to the activity.
Excluded | If this check box is selected,, the role is no longer authorized to carry out the activity; therefore, the Responsibility Codes fields are dimmed.
Authorization | The level of authorization an employee with this role must carry out in the activity.
Responsibility Codes | At least one of the responsibility codes you select here must have the value Yes for the employees linked to the selected role to be authorized to carry out the activity.
Employees by Project Model (tgbrg8140m000) Only use the Employees by Project Model (tgbrg8140m000) session if you have selected the Use Employee - Project Model link check box in the DEM Parameters (tgbrg0135s000) session. If you have selected this check box, an employee must be included in the project model to start their Process Browser. If the Use Employee - Project Model link check box is cleared, no check is carried out to determine whether an employee is linked to the project model. Use this session to link the employees, who are going to use the business processes at run-time, to the project model. To be authorized to carry out the business processes, the employees you enter here must be linked to one or more roles in the repository in one of the following sessions: The Employees by Role (tgbrg8120m000) session. The Roles by Employee (tgbrg8122m000) session. Roles are used to group different employees with the same responsibilities and can be linked to business processes and activities. This way, employees can carry out the activities that are part of their job. To start this session: On the appropriate menu of the Project Models (tgbrg4500m000) session, click Employees by Project Model... To link an employee to a project model, complete the following steps: In the Optimization Phase field, select an optimization phase during which the selected employee can carry out the activities for which they are authorized. If you leave this field empty, the employee can carry out the activities for which they are authorized during all the optimization phases. In the Employee field, select an employee you want to link to the project model. Click Save Import Employees from Repository (tgbrg8241m000) To import a selected range of employees from the repository into a combination of one or more project models and an optimization phase, use the Import Employees from Repository (tgbrg8241m000) session. To start this session, on the appropriate menu of the Employees by Project Model (tgbrg8140m000) session, click Import Employees ... An employee can switch between run-time project models in the Process Browser if they are linked to different project models. The link to numerous project models can be established using the current session. Which business processes the employee sees, and what activities the employee can start from their Process Browser, depends on the roles they are linked to. To import employees into a project model, complete the following steps: In the Employees field, select the range of employees you want to import. In the Project Models field, select the project models to which the employees must be linked. Click Import
Key fields for the Import Employees from Repository (tgbrg8241m000) session
Field | Description
--- | ---
Optimization Phase | The optimization phase to which the imported employees are linked and during which they can carry out business processes and activities.
Employee Groups | If you select this checkbox, you can specify a range of employee groups to which an employee must be linked to be imported into the project model.
Rules | If you select this check box, you can specify a range of roles to which the employee must be linked to be imported into the project model.