M304 NORMAL USER
Last updated Mar 31, 2015

Add [Role] Units for Users Grouping

When it comes to maintenance of the Allocations in the Business Process or System privileges, it will take big labor if it is performed by 'User unit'. In Questetra, you can configure them "by the Group Unit" using Grouping feature called [Organization] or [Role]. [Role] enables to group Users according to their own attributes such as "Group of Department Managers" or "Qualified personnel".

Add [Role] Units for Users Grouping


a. Allocation Rule Settings (Role)
You can define Process Model as all Users who have “Translation Skill” to be the candidates
b. Allocation Rule Settings (Organization and Role)
Allocate to one User who is a member of the suborganization of “Sales Department” and has “Translation Skill”
c. Allocation Rule Settings (Dynamically Organizational and Role)
Allocate to one User who is a member of the upper-organization of your organization and has “Department Manager” role
  • Define Role for efficiency of Allocation Rule definition (You cannot use Role for granting System Privilege)
  • Role enables to manage cross-organizational attributes efficiently such as “Department Manager” or “Japanese – English Translation Skill”
  • When Organization Tree Structure is sufficient to manage Assignment Rule Definition in each Tasks, Role is unnecessary to register
a. Represent Authorization by the Position
Department Manager Role with “Authorization to approve expense up to one million JPY” for the sake of Segregation of Duties
b. Represent Authorization by Being in Charge
e.g. “Person in charge of locking a store”, “Graduates of Kyoto Univ. as Recruiter ” etc…
c. Represent Authorization by the Skill
e.g.”Fire Safety Supervisor”, “Person with qualification of Information Security” etc…
d. Represent Teams that are not included in Organization Tree Structure
e.g.”Planner Team of Company Outing”, “Softball Team” etc…
e. Represent Other Effective Users Group for Business Rule Definition
e.g.”New Employee in Training”, “Short time workers” etc…
  • In Business Process Definition, you can also define Models with combining multiple Roles
1. Add Roles Needed
Add names or others of Roles in New Addition screen.
R3040 Formats for CSV Bulk Addition (Role)
  • You can Add in bulk from CSV data

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