Creating new business roles (page description)
To open the Create a new business role page go to Responsibilities > My Responsibilities > Business Roles > New business role.
On the Create new business role page, you can create a new business role for which you are responsible. Do this by entering the new business role's main data (see Creating your own business roles).
Enter the following main data.
Table 313: Business role main data
|
Business role |
Enter a full, descriptive name for the business role. |
|
Short name |
Enter a short name for the business role. |
|
Internal name |
Enter a company internal name for the business role. |
|
Description |
Enter a description for the business role. |
|
Role class |
When you create the business role: Select the role class of the business role.
To differentiate between different business roles, define company specific role classes. Role classes are used to specify which company resource assignments are possible through roles in a role class. |
|
Parent business role |
Click Assign/Change and select a business role to be the parent business role for organizing the business role hierarchically. If you want the business role at the root of a business role hierarchy, leave the field empty. |
|
Role type |
Select the role type of the business role.
Role types are mainly used to regulate approval policy inheritance. |
|
Role approver |
Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the business role. |
|
Role approver (IT) |
Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the business role. |
|
Manager |
Click Assign/Change and select the manager responsible for the business role. |
|
2nd Manager |
Click Assign/Change and select an identity to act as a deputy to the business role's manager. |
|
Employees do not inherit |
Select this check box if you want to temporarily prevent identities from inheriting this business role. |
|
Comment |
Enter a comment for the business role. |
Business role overview page (page description)
To open a business role's overview page go to Responsibilities > My Responsibilities > Business Roles and click a business role.
On the business role's overview page, you can perform various actions on the business role you selected beforehand.
To do this, click on one of the tiles:
Overview – Business role (page description)
To open the Overview – Business role page go to Responsibilities > My Responsibilities > Business Roles > select business role > Overview.
On the Overview - Business role page, you can see all the information relevant to the business role summarized in an overview (see Displaying my business roles' overviews).
This information is displayed as shapes. For more information, click on the links inside one of the shapes.
Main data – Business role (page description)
To open the Main data – Business role page go to Responsibilities > My Responsibilities > Business Roles > select business role > Main data.
On the Main data - Business role page, you can show and edit the business role's main data (see Displaying and editing my business roles' main data).
The following tables give you an overview of the different functions and content on the Main data – Business role page.
Table 315: Controls
|
Save |
Use this button to save the changes to the main data. |
You can change the following main data.
Table 316: Business role main data
|
Business role |
Enter a full, descriptive name for the business role. |
|
Short name |
Enter a short name for the business role. |
|
Internal name |
Enter a company internal name for the business role. |
|
Description |
Enter a description for the business role. |
|
Role class |
When you create the business role: Select the role class of the business role.
To differentiate between different business roles, define company specific role classes. Role classes are used to specify which company resource assignments are possible through roles in a role class. |
|
Parent business role |
Click Assign/Change and select a business role to be the parent business role for organizing the business role hierarchically. If you want the business role at the root of a business role hierarchy, leave the field empty. |
|
Role type |
Select the role type of the business role.
Role types are mainly used to regulate approval policy inheritance. |
|
Role approver |
Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the business role. |
|
Role approver (IT) |
Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the business role. |
|
Manager |
Click Assign/Change and select the manager responsible for the business role. |
|
2nd Manager |
Click Assign/Change and select an identity to act as a deputy to the business role's manager. |
|
Employees do not inherit |
Select this check box if you want to temporarily prevent identities from inheriting this business role. |
|
Comment |
Enter a comment for the business role. |
