M304: Add [Role] Units to Group User Accounts

 

Maintaining system privileges in Business Processes on a per-user basis can be very time-consuming. In Questetra you can configure Privileges by "Group Units" using the [Organization] and [Role] features. [Role] enables you to group Users according to their individual attributes such as "Group Department Managers" or "Qualified personnel".

1. Overview of the Advantages of Grouping Users by Common Attributes

a. Allocation Rule Settings (Role)

You can define Process Models so all Users who have "Translation Skill" will be candidates

b. Allocation Rule Settings (Organization and Role)

Allocate to a User who is a member of the suborganization "Sales Department" and has "Translation Skill"

c. Allocation Rule Settings (Dynamic Organizational and Role)

Allocate to a User who is a member of the upper-level of your organization and has a "Department Manager" role

• The [Role] feature is for efficient Allocation Rule definition only.
• [Role] enables you to manage cross-organizational attributes efficiently, such as "Department Manager" or "Japanese - English Translation Skill"
• When the [Organization] Tree Structure is sufficient to manage Assignment Rule Definition for each Task, [Role] is unnecessary

2. Considerations for the Effectiveness of [Role] for Business Process Definition (Allocation Rule Definition)

a. Represent Authorization by the Position

Department Manager Role with "Authorization to approve expense up to one million JPY" for the sake of Segregation of Duties

b. Represent Authorization by Being in Charge

E.g. "Person in charge of locking a store", "Graduates of Kyoto Univ. as Recruiter " etc.

c. Represent Authorization by the Skill

E.g. "Fire Safety Supervisor", "Person with qualification of Information Security" etc.

d. Represent Teams that are not included in the Organization Tree Structure

E.g. "Planner Team of Company Outing", "Softball Team" etc.

e. Represent Other Effective User Groups for Business Rule Definition

E.g. "New Employee in Training", "Part-time workers" etc.

• In Business Process Definition you can also define Models which combine multiple Roles

3. Add Roles

1. Add Required Roles

Add Role names, etc. in New Addition screen.

R3040: Formats for CSV Bulk Addition (Role) 
System Settings – Role List

• You can Add in bulk using CSV data

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X. Business Apps

• Account Registration Reservation Process