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 Setting Up Organizational Structure

Use

Specification of the object types involved in the workflow for details of agents or details of those responsible ( See also: Organization object ).

Procedure

To set up suitable organizational structures, implement the following steps:

  1. Choose Start of the navigation path Tools Next navigation step Business workflow Next navigation step Organization structure End of the navigation path

  2. Define your organizational structure

Example Example

As an example, an entire scenario that is to be carried out by 3 clerks could lead to the organization structure looking as follows:

Task: Notice_1 (Print)

User: Smith (user name of agent responsible)

Task: Notice_2 (inspection/release)

User: Macdon (user name of agent responsible)

Task: New rental (rental adjustment/applicant/offer management)

User: Adams (user name of agent responsible)

End of the example.

The tasks and users listed above are examples.

Result

You have specified the basis for the allocation of individual standard tasks of the workflow template to agents.