Modeling Your Organization In Oracle BPM 12C

Hello Reader,

Today we are going to design an organization for BPM project..

What is Oracle BPM organization: Using Oracle BPM, you can create an organizational model that mimics your real world organization. During deployment of your project, the components of the modeled organization are mapped to your real-world organization.

Following are components of Oracle BPM organization:

1. Roles
2. Organizational Chart
3. Holidays
4. Calendars

Organizations are defined at the project level. You can export organizational information to be used within other projects.

You cannot create organizational charts, calendars, or holidays using Business Process Composer. You can define roles and assign them to swimlanes.

Organization information is not carried over when a project is deployed to runtime.

Organization Editor:The organization enables you to create and edit the components within an organization. It contains tabbed pains for each of these components.

Roles: Allow you to define areas of responsibility that represent job functions or responsibilities within your organization. If your process-based application requires human interaction, you will have to define at least one role within your project.

Roles are abstract and help define and mimic responsibilities of an individual in the Enterprise. They need to be mapped to Participants.

How to assign a user to a role:

• Select any role, Click on edit button (Pencil).

Select a user from Members tab, If you want to escalation of a role, Select user from search button and assign it.

Organizational Charts: An organizational chart defines the structure of your organization. Each project contains one organizational chart that can be divided into multiple organizational units that reflect the structure and hierarchy of an organization. 

Organizational units: Organizational units define the structure of your organization An organizational chart contains one top level and may contain multiple levels of nested organizational units. 

How to design an organization Unit:

Click on Add button and create new orgnization Unit.

In this example, MyCompany is the top-level organizational unit. Beneath MyCompany are various levels of nested organizational units.

For each organizational unit, you can assign members that represent the people within your organization. These are defined in Oracle WebLogic Server and are assigned using the Oracle Identity Service.

The following: members can be defined:

1. Users: The individual participants or users
2. Groups: Groups of participants. These are defined
3. Application Roles

Add Users to a organization unit:

1. Select any organization unit
2. Click on Edit button
3. A pop up will be opened and search for user in members tab.
4. Associate one or more members with organization unit.
5. You can also associate Business calendar if there is any.
6. Business Constants - links to pre-defined business parameters.

Calendars: Calendars define when the resources in your organization are working. They allow you to define the following:

1. The working days within a week.
2. The start and finish times for each day.
3. The time zone
4. An optional holiday rule

You can specify a calendar rule for each organization unit. This allows you to model how your organization is structured across time zones and geographical regions.

Click Edit.

Define working day & hours.

Holidays: You can define an optional holiday rule for each calendar rule in your organization. Holidays allow you to define the non-working days for a calendar rule. These can be viewed as exceptions to the normal working days you define in a calendar rule.

Click on Edit button..

Create new Holiday Rule And Click on Add button to add new rules.

You can define all holiday rules in once and Click "OK".

Click Save All..

Now we will associate Holiday Rules with Calendar.

Go Back to Calendars Tab, Click on Edit Button.

Now we will Map Calendar With organization.
Open Organization & Select Organization unit whom you want to associate calendar.

Select organization unit which you want to map with organization.

Click OK and Save All.

Now you have done with your organization design.

Next step is to associate organization with BPM process reviewers.

Open any human task, Go to Assignment Tab..

In this case when a new request will generate over this BPM process, It will send to all users of this organization which we designed, One of them user will claim request and take action over it. We can design more robust organization with BPM process, Where request will forward to a particular organization units.