<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tg/onlinemanual/em000750" xml:lang="en">
   <Header>
      <Title>The roles/employees procedure</Title>
      <Keyword type="header" order="d1e2282975">
         <Level1>Roles</Level1>
         <Level2>employees procedure</Level2>
      </Keyword>
      <Keyword type="header" order="d1e2282980">
         <Level1>Employees procedure</Level1>
         <Level2>roles</Level2>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph>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 <Emphasis>Section 8.3 Roles in Chapter 8 Organization Modeling</Emphasis>.
		The roles/employees procedure further deals with the linking of employees to a
		project model.</Paragraph>
      <Figure space-and-orientation="indented-estimated">
         <HTML:IMG xmlns:HTML="http://www.w3.org/TR/REC-html40" width="203" height="401"
                   SRC="../images/tr_graph_dem_pm_roles_emp.png"
                   alt="[...]"/>
         <FigCaption>The project model roles/employees procedure</FigCaption>
      </Figure>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Roles by Business Process by Business Model (tgbrg3540m000)</SectionTitle>
      <List>
         <ListIntro>To list the roles by business process, use the <GUIRef href="/baanerp/tg/brg/tgbrg3540m000" role="session">Roles by Business Process by Business Model (tgbrg3540m000)</GUIRef> session. To start this
		  session:</ListIntro>
         <ListItem>On the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/tg/brg/tgbrg4560m000" role="session">Business Processes by Project Model (tgbrg4560m000)</GUIRef> session, click the <GUIRef href="/baanerp/tg/brg/tgbrg3560m000#exec.user.5" role="manual">Link Roles to Business Processes...</GUIRef>, or <GUIRef href="/baanerp/tg/brg/tgbrg5500m000#roles.by.process" role="manual">Link Roles to Business Processes...</GUIRef>
         </ListItem>
      </List>
      <Paragraph>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 <Emphasis>Copy link from Business Process
		in Repository</Emphasis> on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu to copy the link from the repository to the
		project model.</Paragraph>
      <Paragraph>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 <Emphasis>project
		model</Emphasis>, and not in the repository.</Paragraph>
      <Paragraph>To edit a role in the Modeler, use the <GUIRef href="/baanerp/tg/brg/tgbrg3141s000" role="session">Role by Business Process Properties (tgbrg3141s000)</GUIRef> session, or the <GUIRef href="/baanerp/tg/brg/tgbrg3150s000" role="session">Role by Business Process Activity Properties (tgbrg3150s000)</GUIRef> session. If you use these
		sessions, you do not need to copy the role link to the project
		model.</Paragraph>
      <Note>
         <SectionTitle> Note</SectionTitle>
         <Paragraph>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.</Paragraph>
      </Note>
      <List>
         <ListIntro>To define the role settings by business process in a project
		  model, complete the following steps:</ListIntro>
         <ListItem>To link a role to a business process only in the project model,
		  click <Emphasis>New</Emphasis>
         </ListItem>
         <ListItem>In the <GUIRef href="/baanerp/tg/brg/tgbrg8110m000#tgbrg810.role" role="manual">Role</GUIRef> field, select a role from the <GUIRef href="/baanerp/tg/brg/tgbrg8110m000" role="session">Roles (tgbrg8110m000)</GUIRef> session and link it to the business process in the
		  project model.</ListItem>
         <ListItem>To edit a link between a role and a business process that
		  already exists in the repository, click <GUIRef href="/baanerp/tg/brg/tgbrg3540m000#exec.user.2" role="manual">Copy Role link from BP in Repository</GUIRef>.</ListItem>
         <ListItem>Click <GUIRef href="/baanerp/tg/brg/tgbrg1110s000#exec.user.0" role="manual">Save</GUIRef>
         </ListItem>
      </List>
      <TABLE width="100%" border="1" space-and-orientation="indented-custom"
             borderstyle="default">
         <THEAD noTR="1">
            <TR no="1" isLast="true">
               <TD colspan="2" width="1022" rowspan="1">Key fields for the Roles by <GUIRef href="/baanerp/tg/brg/tgbrg3140s000" role="session">Roles by Business Process by Business Model (tgbrg3140s000)</GUIRef> session</TD>
            </TR>
         </THEAD>
         <TBODY noTR="5">
            <TR no="1" isLast="false">
               <TH width="207" rowspan="1" colspan="1">Field</TH>
               <TH width="811" rowspan="1" colspan="1">Description</TH>
            </TR>
            <TR no="2" isLast="false">
               <TD width="207" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3140s000#tgbrg340.excl" role="manual">Excluded</GUIRef>
               </TD>
               <TD width="811" rowspan="1" colspan="1">If this check box is selected,, the role is no longer
				authorized to carry out the business process. Therefore, the <GUIRef href="/baanerp/tg/brg/tgbrg3140s000#tgbrg340.cre1" role="manual">Responsibility Codes</GUIRef> fields are dimmed.</TD>
            </TR>
            <TR no="3" isLast="false">
               <TD width="207" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3140s000#rep.auth.yn" role="manual">Use activity authorizations defined in Repository</GUIRef>
               </TD>
               <TD width="811" rowspan="1" colspan="1">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 <GUIRef href="/baanerp/tg/brg/tgbrg3140s000#tgbrg340.role" role="manual">Role</GUIRef> field.</TD>
            </TR>
            <TR no="4" isLast="false">
               <TD width="207" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3140s000#tgbrg340.auth" role="manual">Maximum Authorization</GUIRef>
               </TD>
               <TD width="811" rowspan="1" colspan="1">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 <GUIRef href="/baanerp/tg/brg/tgbrg3141s000#rep.auth.yn" role="manual">Use activity authorizations defined in Repository</GUIRef> check box is
				cleared.</TD>
            </TR>
            <TR no="5" isLast="true">
               <TD width="207" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3140s000#tgbrg340.cre1" role="manual">Responsibility Codes</GUIRef>
               </TD>
               <TD width="811" rowspan="1" colspan="1">At least one of the responsibility codes you select
				here must have the value <GUIRef href="/baanerp/tg/domains/yeno#yes" role="option">Yes</GUIRef> for the
				employees linked to the selected role to be authorized to carry out the
				business process.</TD>
            </TR>
         </TBODY>
      </TABLE>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Role by Business Process Properties (tgbrg3141s000)</SectionTitle>
      <Paragraph>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 <GUIRef href="/baanerp/tg/brg/tgbrg3141s000" role="session">Role by Business Process Properties (tgbrg3141s000)</GUIRef> session.</Paragraph>
      <List>
         <ListIntro>To start this session:</ListIntro>
         <ListItem>right-click in the business process diagram, not a model item,
		  and click <GUIRef href="/baanerp/tg/brg/tgbrg1440m000#role.yn" role="manual">Roles</GUIRef>
         </ListItem>
         <ListItem>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: <List>
               <ListItem>To add a role to the business process, select a role in the <GUIRef href="/baanerp/tg/brg/tgbrg8110m000" role="session">Roles (tgbrg8110m000)</GUIRef> session and click <Emphasis>Insert</Emphasis>
               </ListItem>
               <ListItem>To modify role data in the <GUIRef href="/baanerp/tg/brg/tgbrg3150s000" role="session">Role by Business Process Activity Properties (tgbrg3150s000)</GUIRef> session, click <GUIRef href="" role="menu">Edit</GUIRef>
               </ListItem>
            </List>
         </ListItem>
      </List>
      <Paragraph>The changes you make only apply in the project
		model.</Paragraph>
      <TABLE width="100%" border="1" space-and-orientation="indented-custom"
             borderstyle="default">
         <THEAD noTR="1">
            <TR no="1" isLast="true">
               <TD colspan="2" width="1022" rowspan="1">Key fields for the <GUIRef href="/baanerp/tg/brg/tgbrg3141s000" role="session">Role by Business Process Properties (tgbrg3141s000)</GUIRef> session</TD>
            </TR>
         </THEAD>
         <TBODY noTR="4">
            <TR no="1" isLast="false">
               <TH width="199" rowspan="1" colspan="1">Field</TH>
               <TH width="819" rowspan="1" colspan="1">Description</TH>
            </TR>
            <TR no="2" isLast="false">
               <TD width="199" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3141s000#tgbrg340.excl" role="manual">Excluded</GUIRef>
               </TD>
               <TD width="819" rowspan="1" colspan="1">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.</TD>
            </TR>
            <TR no="3" isLast="false">
               <TD width="199" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3141s000#tgbrg340.auth" role="manual">Maximum Authorization</GUIRef>
               </TD>
               <TD width="819" rowspan="1" colspan="1">The level of authorization an employee with this role
				must carry out in the business process.</TD>
            </TR>
            <TR no="4" isLast="true">
               <TD width="199" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3141s000#tgbrg340.cre1" role="manual">Responsibility Codes</GUIRef>
               </TD>
               <TD width="819" rowspan="1" colspan="1">At least one of the responsibility codes you select
				here must have the value <GUIRef href="/baanerp/tg/domains/yeno#yes" role="option">Yes</GUIRef>, in
				order for the employees linked to the selected role to be authorized to carry
				out the activity.</TD>
            </TR>
         </TBODY>
      </TABLE>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Role by Business Process Activity Properties (tgbrg3150s000)</SectionTitle>
      <List>
         <ListIntro>To link a role to a business process activity</ListIntro>
         <ListItem>Add responsibility codes to roles</ListItem>
         <ListItem>Link text to roles</ListItem>
         <ListItem>Define whether the role must be included or excluded from the
		  business process.</ListItem>
      </List>
      <Paragraph>Use the <GUIRef href="/baanerp/tg/brg/tgbrg3150s000" role="session">Role by Business Process Activity Properties (tgbrg3150s000)</GUIRef> session.</Paragraph>
      <List>
         <ListIntro>To start the session:</ListIntro>
         <ListItem>Right-click an activity in the Modeler and select the <Emphasis>Insert</Emphasis> option.</ListItem>
         <ListItem>Click <Emphasis>Roles by Business Process
		  Activity</Emphasis>
         </ListItem>
         <ListItem>In the window that appears, you can select the following two
		  options: <List>
               <ListItem>To add a role to the activity, select a role in the <GUIRef href="/baanerp/tg/brg/tgbrg8110m000" role="session">Roles (tgbrg8110m000)</GUIRef> session, and click <Emphasis>Insert</Emphasis>
               </ListItem>
               <ListItem>To modify role data in the <GUIRef href="/baanerp/tg/brg/tgbrg3150s000" role="session">Role by Business Process Activity Properties (tgbrg3150s000)</GUIRef> session, click <GUIRef href="" role="menu">Edit</GUIRef>
               </ListItem>
            </List>
         </ListItem>
      </List>
      <List>
         <ListIntro>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 <GUIRef href="/baanerp/tg/brg/tgbrg3540m000" role="session">Roles by Business Process by Business Model (tgbrg3540m000)</GUIRef> session; this offers the
		  following two benefits:</ListIntro>
         <ListItem>You do not have to link a role to all the activities
		  separately.</ListItem>
         <ListItem>You only have to exclude the role from the activities to which
		  it does not apply.</ListItem>
      </List>
      <Paragraph>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.</Paragraph>
      <TABLE width="100%" border="1" space-and-orientation="indented-custom"
             borderstyle="default">
         <THEAD noTR="1">
            <TR no="1" isLast="true">
               <TD colspan="2" width="1022" rowspan="1">Key fields for the <GUIRef href="/baanerp/tg/brg/tgbrg3150s000" role="session">Role by Business Process Activity Properties (tgbrg3150s000)</GUIRef> session</TD>
            </TR>
         </THEAD>
         <TBODY noTR="5">
            <TR no="1" isLast="false">
               <TH width="198" rowspan="1" colspan="1">Field</TH>
               <TH width="820" rowspan="1" colspan="1">Description</TH>
            </TR>
            <TR no="2" isLast="false">
               <TD width="198" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3150s000#inherited.role" role="manual">Inherited</GUIRef>
               </TD>
               <TD width="820" rowspan="1" colspan="1">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.</TD>
            </TR>
            <TR no="3" isLast="false">
               <TD width="198" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3150s000#tgbrg350.excl" role="manual">Excluded</GUIRef>
               </TD>
               <TD width="820" rowspan="1" colspan="1">If this check box is selected,, the role is no longer
				authorized to carry out the activity; therefore, the <GUIRef href="/baanerp/tg/brg/tgbrg3150s000#tgbrg350.cre1" role="manual">Responsibility Codes</GUIRef> fields are dimmed.</TD>
            </TR>
            <TR no="4" isLast="false">
               <TD width="198" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3150s000#tgbrg350.auth" role="manual">Authorization</GUIRef>
               </TD>
               <TD width="820" rowspan="1" colspan="1">The level of authorization an employee with this role
				must carry out in the activity.</TD>
            </TR>
            <TR no="5" isLast="true">
               <TD width="198" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg3150s000#tgbrg350.cre1" role="manual">Responsibility Codes</GUIRef>
               </TD>
               <TD width="820" rowspan="1" colspan="1">At least one of the responsibility codes you select
				here must have the value <GUIRef href="/baanerp/tg/domains/yeno#yes" role="option">Yes</GUIRef> for the
				employees linked to the selected role to be authorized to carry out the
				activity.</TD>
            </TR>
         </TBODY>
      </TABLE>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Employees by Project Model (tgbrg8140m000)</SectionTitle>
      <Paragraph>Only use the <GUIRef href="/baanerp/tg/brg/tgbrg8140m000" role="session">Employees by Project Model (tgbrg8140m000)</GUIRef> session if you have selected the <GUIRef href="/baanerp/tg/brg/tgbrg0135s000#tgbrg035.epml" role="manual">Use Employee - Project Model link</GUIRef> check box in the <GUIRef href="/baanerp/tg/brg/tgbrg0135s000" role="session">DEM Parameters (tgbrg0135s000)</GUIRef> session.</Paragraph>
      <Paragraph>If you have selected this check box, an employee must be
		included in the project model to start their Process Browser. If the <GUIRef href="/baanerp/tg/brg/tgbrg0135s000#tgbrg035.epml" role="manual">Use Employee - Project Model link</GUIRef> check box is cleared, no check is
		carried out to determine whether an employee is linked to the project
		model.</Paragraph>
      <List>
         <ListIntro>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:</ListIntro>
         <ListItem>The <GUIRef href="/baanerp/tg/brg/tgbrg8120m000" role="session">Employees by Role (tgbrg8120m000)</GUIRef> session.</ListItem>
         <ListItem>The <GUIRef href="/baanerp/tg/brg/tgbrg8122m000" role="session">Roles by Employee (tgbrg8122m000)</GUIRef> session.</ListItem>
      </List>
      <Paragraph>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.</Paragraph>
      <List>
         <ListIntro>To start this session:</ListIntro>
         <ListItem>On the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/tg/brg/tgbrg4500m000" role="session">Project Models (tgbrg4500m000)</GUIRef> session, click <GUIRef href="/baanerp/tg/brg/tgbrg4500m000#exec.user.9" role="manual">Employees by Project Model...</GUIRef>
         </ListItem>
      </List>
      <List>
         <ListIntro>To link an employee to a project model, complete the following
		  steps:</ListIntro>
         <ListItem>In the <GUIRef href="/baanerp/tg/brg/tgbrg8140m000#tgbrg840.optp" role="manual">Optimization Phase</GUIRef> 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.</ListItem>
         <ListItem>In the <GUIRef href="/baanerp/tg/brg/tgbrg8140m000#tgbrg840.user" role="manual">Employee</GUIRef> field, select an employee you want to link
		  to the project model.</ListItem>
         <ListItem>Click <GUIRef href="/baanerp/tg/brg/tgbrg1110s000#exec.user.0" role="manual">Save</GUIRef>
         </ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Import Employees from Repository (tgbrg8241m000)</SectionTitle>
      <List>
         <ListItem>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 <GUIRef href="/baanerp/tg/brg/tgbrg8241m000" role="session">Import Employees from Repository (tgbrg8241m000)</GUIRef> session.</ListItem>
         <ListItem>To start this session, on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/tg/brg/tgbrg8140m000" role="session">Employees by Project Model (tgbrg8140m000)</GUIRef> session, click <GUIRef href="/baanerp/tg/brg/tgbrg8140m000#exec.user.4" role="manual">Import Employees ...</GUIRef>
         </ListItem>
      </List>
      <Paragraph>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.</Paragraph>
      <List>
         <ListIntro>To import employees into a project model, complete the
		  following steps:</ListIntro>
         <ListItem>In the <GUIRef href="/baanerp/tg/brg/tgbrg8241m000#empl.f" role="manual">Employees</GUIRef> field, select the range of employees you
		  want to import.</ListItem>
         <ListItem>In the <GUIRef href="/baanerp/tg/brg/tgbrg8241m000#proj.f" role="manual">Project Models</GUIRef> field, select the project models to which the employees must be
		  linked.</ListItem>
         <ListItem>Click <Emphasis>Import</Emphasis>
         </ListItem>
      </List>
      <TABLE width="100%" border="1" space-and-orientation="indented-custom"
             borderstyle="default">
         <THEAD noTR="1">
            <TR no="1" isLast="true">
               <TD colspan="2" width="1022" rowspan="1">Key fields for the <GUIRef href="/baanerp/tg/brg/tgbrg8241m000" role="session">Import Employees from Repository (tgbrg8241m000)</GUIRef> session</TD>
            </TR>
         </THEAD>
         <TBODY noTR="4">
            <TR no="1" isLast="false">
               <TH width="178" rowspan="1" colspan="1">Field</TH>
               <TH width="840" rowspan="1" colspan="1">Description</TH>
            </TR>
            <TR no="2" isLast="false">
               <TD width="178" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg8241m000#opt.phase" role="manual">Optimization Phase</GUIRef>
               </TD>
               <TD width="840" rowspan="1" colspan="1">The optimization phase to which the imported
				employees are linked and during which they can carry out business processes and
				activities.</TD>
            </TR>
            <TR no="3" isLast="false">
               <TD width="178" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg8241m000#check.groups" role="manual">Employee Groups</GUIRef>
               </TD>
               <TD width="840" rowspan="1" colspan="1">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.</TD>
            </TR>
            <TR no="4" isLast="true">
               <TD width="178" rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/tg/brg/tgbrg5481m000#rule.yn" role="manual">Rules</GUIRef>
               </TD>
               <TD width="840" rowspan="1" colspan="1">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.</TD>
            </TR>
         </TBODY>
      </TABLE>
   </GeneralSection>
</ManualTopic>