Roles

The role procedure defines employee authorizations for the business processes and activities they carry out. The link between an employee and a business process or an activity, is affected indirectly by a role. A role is a collection of specific qualifications or skills, which an employee or a logical group of employees must meet, to be authorized to carry out a business process or an activity.

This diagram shows which sessions you must use to create roles, and how to link them to employees, business processes, and activities:

Roles (tgbrg8110m000)

To define all roles you want to use to authorize employees for business processes, use the Roles (tgbrg8110m000) session. The link between a role and an employee is version dependent. Therefore, an employee can have different roles in different versions.

You must define roles in the Roles (tgbrg8110m000) session, to select roles in one of these sessions:

• Role by Business Process Activity Properties (tgbrg3150s000)
• Roles by Business Process (tgbrg5106m000)
• Subroles by Role (tgbrg8115m000)
• Roles by Employee (tgbrg8122m000)

Subroles by Role (tgbrg8115m000)

To create or maintain sub-roles of a role, use the Subroles by Role (tgbrg8115m000) session. A sub-role is a regular role linked to another role on a level below the latter. Sub-roles simplify the linking of roles to business processes and activities.

A role can execute an activity without being linked to it if one of the role’s sub-roles is linked to that activity.

The role you select in the Subrole field can only be a role you have previously defined in the Roles (tgbrg8110m000) session.

Roles by Employee (tgbrg8122m000)

To link one or more roles to an employee, use the Roles by Employee (tgbrg8122m000) session.

Because you can link roles to business processes and activities, an employee is indirectly linked to a business process or activity by the role.

The combination of this data is used to create a personal menu in the form of the Process Browser.

Employees by Role (tgbrg8120m000)

To link an employee to one or more roles, use the Employees by Role (tgbrg8120m000) session.

Roles by Business Process (tgbrg5106m000)

Use the Roles by Business Process (tgbrg5106m000) session to link one or more roles to a business process and its underlying structure of activities and sub-processes.

You can define up to six responsibility codes for each role.

If more than half of the activities in a business process must be linked to the same role, you are recommended to use the Roles by Business Process by Business Model (tgbrg3140s000) session.

If a role is linked to a business process with one or more sub-processes, those sub-processes will inherit that role.

To link a role to a business process:

• In the Role field, select the role you want to link to the business process.
• In the Maximum Authorization Use Activity Authorizations field, select the role's authorization for this business process. If you use the check box, the authorization will be used as modeled on activity level in the process. You can only specify an authorization in this field if the Use Activity Authorizations check box is cleared.
• Click Save

To see the business processes to which a role is linked:

• On the appropriate menu, click the Role Browser.