Working with Screen Areas (SAP Library - WebFlow Engine (BC-BMT-WFM))

Working with Screen Areas

Purpose

You use the user interface in the Organization and Staffing or Organization and Staffing (Workflow) view to create, display and edit organizational plans.

The user interface is divided into various areas, each of it which fulfills specific functions.

This graphic is explained in the accompanying text

Together, the search area and the selection area make up the Objektmanager

In the search area you can choose between different object types. Depending on whether you are in the Organization and Staffing or Organization and Staffing (Workflow) view, you are offered different object types to choose from.

Note

Each time you access the Organization and Staffing or Organization and Staffing (Workflow) views, the objects that you edited last are automatically called up, though (if appropriate) with a new date. You can continue editing the objects directly. In addition, the last user-specific settings relating to the size of the screen, and in some cases the preview period, are available again.

You can reset user-specific settings in the object manager using the report RH_DELETE_OM_USER_SETTINGS. For more information, see the report documentation.

You can reset the last object selection and the preview period using the report RH_DELETE_NF_USER_SETTINGS. For more information, see the report documentation.

Note that the reset takes place across all applications.

Prerequisites

Before you work with screen areas in the Organization and Staffing or Organization and Staffing (Workflow) views, you must be familiar with Validity

You have decided to use either the Organization and Staffing or the Organization and Staffing (Workflow) view. If necessary, choose the required view over Goto ® Change view.

Process Flow

A typical work process could look like the following:

In the Search area, find one or more objects that you want to display or edit, for example:

a complete organizational structure
all objects of a certain object type, positions, for example
one or more objects of a certain object type, for example, a particular organizational unit

The objects found are listed in the Selection area. Select one of these objects

by double clicking on it, if you want to display the object itself including its environment in the overview area and its characteristics in the detail area

by clicking on it, if you want to assign it to another object using drag & drop; you can assign a position to an organizational unit, for example

In the Overview area

the selected object including its environment is displayed.

According to the object type the environment can be displayed as

an organizational structure

a report hierarchy

staff assignments in the form of a list or a tree structure

task assignments

organizational assignments

job assignments

a task hierarchy

an agent

account assignments

you can, if required

switch between these representations of the object’s environment using This graphic is explained in the accompanying text

create, copy, assign/move/reposition, or delimit/delete new objects.

select another object

In the Detail area, characteristics of the selected object are displayed on tab pages. You can edit the characteristics of this object or add new ones, as required.

Using This graphic is explained in the accompanying text , you can hide the detail area, so that you can enlarge the overview area. You can display the detail area again using .

Note

In customizing you can define which tab pages should be displayed. For further information, see the Implementation Guide (IMG) under Personnel Management ® Organizational Management ® Hierarchy Framework.