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 roles and individual attributes that are not associated with the organization, such as “System Administrator” 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 "Risk Management Officer" role

• The [Role] feature is for efficient Allocation Rule definition only
• [Role] enables you to efficiently manage cross-organizational roles such as "Occupational Health and Safety Manager" or "Task Force Member", as well as user attributes that are not associated with Organizations such as "Japanese-English Translation Skills Holder"
• 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 Being in Charge

E.g. "Person in charge of locking a store", "Recruiter for area A" etc.

b. Represent Authorization by the Skill

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

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

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

d. Represent Employment Status

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

e. Represent Other Effective User Groups for Business Rule Definition

E.g. “Facility A User”, 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