12.4.1.4 Create a Role

Roles represent specific skill sets, responsibilities and positions within an organization. They define the requirements needed to perform an activity without ascribing them to a specific individual. One resource may have different responsibilities and job, therefore, one resource can have many roles within the company.

Roles are found within the Units of the Organization.

Examples of Roles:

For instructions on how to create a new Role, see the Create Objects section.

Filling out a New Role form

*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web.

1. Type the name of the Role on the “What is the name?” field

*The Name field is mandatory for all objects.

For this example, the name of the Role is “Director of Human Resources”

*The EPC automatically assigns the Unit as the Parent, which is the Organization Unit you selected. The Parent field is blocked and cannot be edited.

2. Use the and icons to expand and hide the different sections within the each tab of the New Role Window. Input the right information about the Role in each section.

*The new Role window has two tabs, General and Properties. Under each tab there are different sections where the Web Modeler can input detailed information about the Role. To learn more about about each section and how to input information, see the Edit Organization Objects section.

i) To hide sections, click on the icon:

ii) To expand sections, click on the icon:

3. Click on the button to create the Role

4. The new Role “Director of Human Resources” is now on the Organization tree structure. This role is currently a draft. To learn how to publish Organization objects, click here