Managing Your Organization in Process Workspace

Understanding Deployment of Organization Entities in Process Workspace

Understand how organization entities are deployed in Process Workspace.

When a process is deployed, the various organization entities—for example, the organization unit, calendar, and so on—are created. Those entities can then be modified only through Process Workspace. Later, when the process is redeployed, data in Oracle BPM Studio does not overwrite any changes made during runtime.

For information about organizational units, see Introduction to Organizational Units in Developing Business Processes with Oracle Business Process Management Studio.

Managing Holiday Rules in Process Workspace

Business holidays are collections of holidays that can be applied to calendar rules. Then, when computing the duration of a process, the calendar takes into account the specified holidays.

You can create as many holiday rules as needed for different calendar rules. For example, if you apply holiday rules for India, the United States, and China to a given calendar, then those various national holidays are taken into account when the duration of a process is computed.

Figure 10-1 Holiday Rules

Description of "Figure 10-1 Holiday Rules"

When you create a business holiday rule, you specify the holiday name, date, and holiday type. Table 10-1 lists and describes the holiday types.

Table 10-1 Holiday Types

Holiday Type	Description
Same Day Every Year	On the same day each year.
Current Year	In the current year only.
Nth Week Day of Month	In a specified week, on a specified day, in a specified month each year—for example, in the United States, Thanksgiving Day is celebrated each year on the fourth Thursday of November.
Nth Day of Reference Holiday	On a day in relation to another specified holiday—for example, on the day after Thanksgiving Day.
Closest week day	The closest day to a given date—for example, in the United States, the Independence Day holiday may be celebrated on the weekday closest to the Fourth of July.

Note:

For Holiday Types, only yearly frequency type holidays are supported. Same Day Every Year and Nth Week Day Of Month are supported in Release 12.1.3.0. Other monthly and weekly frequencies like Nth Day of Reference Holiday and Closest week day are not supported.

To Create a Holiday Rule

Perform the following steps to create a holiday rule.

To create a holiday rule:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Calendars.

The Calendars page appears.
In the Holidays List section, click Add Holiday List.

The Add Holiday List dialog prompts you for the name of the new holiday list. You can import a holiday list by using the Import iCalendar option. The Import iCalendar functionality enables you to upload an existing iCalendar (ics) file and convert to holidays. For information on importing a calendar file, see section To Import a Calendar File.
Enter the name of the new holidays list and click OK.

The new holidays list appears in the holidays list.
Select the new holidays list.

The details for the new list appear in the right pane.
In the holiday details section, click Add a Holiday.

A row appears for you to specify the attributes of the new holiday.
Specify the name of the holiday, and the day on which the holiday occurs each year.

Options for specifying holiday occurrence are described in Table 10-1.
Click Save.

The new holiday rule is configured according to your specifications.

To Import a Calendar File

Perform the following steps:

To import a calendar file:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Calendars.

The Calendars page appears.
In the Holidays List section, click Import iCalendar.

The Import iCalendar as BPM holiday dialog prompts you for the holiday list name and the location of the iCalendar file.
Enter the name of the new holiday list and select the location of the iCalendar file.
Click OK.
The new holiday list appears in the Holidays List.
Note:

Limitations when importing iCalendar file:
- Multiple holidays with the same name in the iCalendar (ics) file are not supported. If there are repeated holiday names within the same ics file, an error message is displayed.
- Only Event components in the iCalendar file are supported. If there are unsupported components in the file, for example VTimeZone format, the import fails and an error message is displayed specifying the unsupported component name.

To Edit a Holiday Rule

Perform the following steps:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
Under Organization, click Calendars.

The Calendars panel appears in the right pane.
In the Holidays List section, select the holiday list you want to edit.

The Details page for the list appears in the right pane. Holidays are listed in a table.
Select a row in the table and click Update Holiday.

All the holiday entries in the table become editable.
Edit holiday details, and click Save.

To Delete a Holiday Rule List

Perform the following steps:

Access the Holidays List as in To Edit a Holiday Rule.
Select the Holiday List to delete.
Click Delete Holiday List.

To Delete a Holiday Rule

Perform the following steps:

Access the Holidays List Details as in To Edit a Holiday Rule.
Select the Holiday rule to delete.
Click Delete Holiday.

Managing Calendars in Process Workspace

A business calendar defines a work pattern for each day and a work week structure for each week. In addition, a calendar also defines non-working days by using business holiday rules—that is, the business calendar and holiday rule together define the work period.

When you create a business calendar, you define the following:

Calendar name
Time zone
Working days in week
Start time and end time for each day
Optional holiday rule

Figure 10-2 Calendar Rules

Description of "Figure 10-2 Calendar Rules"

You can create as many calendars as necessary.

You can associate business calendars to roles (see How to Add New Application Roles and to organization units (see Managing Organization Units in Process Workspace). For example, you can specify that the InsuranceAgents role in the US-California organization unit follows the US-California business calendar.

Note:

After the project is deployed, you cannot make changes to the calendar rules.

To create a calendar rule

Perform the following steps:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Calendars.

The Calendars page appears in the right pane.
In the Calendars section, click Add Calendar.

The Add a Calendar dialog prompts you for the name of the new calendar.
Enter the name of the new calendar, and click OK.

The new calendar appears in the Calendars list.
Select the new calendar.

The details for the new rule appears in the right pane.
Specify the following:
- The time zone
- The holiday list, if any, that applies
- The appropriate starting and finishing times
Click Save.

The new calendar is now configured according to your specifications.

To edit a calendar rule

Perform the following steps:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Calendars.

The Calendars page appears in the right pane.
Select the calendar rule you want to edit.

The details page for the new rule appears in the right pane.
Change the settings, and click Save.

The calendar rule is now modified according to your specifications.

To associate a calendar rule with a role and an organization unit

Perform the following steps:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Roles.

The Roles panel displays a list of the roles you are authorized to administer.
In the Details panel, in the Calendars section, click Associate a new calendar rule to an organization unit for the application role.

Calendar and Organization Unit lists appear in the Calendar section.
Using Calendar and Organization Unit lists, specify the calendar and organization unit to which you want to associate this role.
Click Save.

To associate a calendar with an organization unit

Perform these steps:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
Under Organization, click Organization Units.

The Organization Units panel appears.
Select the organization unit with which you want to associate a calendar rule.

The details for that organization unit appear in the right pane.
In the Details panel, from the Calendars list, select the calendar to associate with this organization unit.
Click Save.

To delete a calendar rule

Perform these steps:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Calendars.

The Calendars panel appears in the right pane.
In the Calendars section, select the calendar rule you want to delete.

The details for the rule appears in the right pane.
Click Delete Calendar, and when prompted, confirm the deletion.

The calendar is now deleted.

Managing Other Users' or Groups' Rules in Process Workspace

Administrators can make changes to rules. This can be useful for correcting a problem with a rule. For example, for a user who no longer works for the company, you can set up a rule automatically assigning that user's tasks to another user or group.

To create a rule for another user or group:

From the Process Workspace toolbar, click Preferences.

The Preferences pane appears on the left.
In the User Preferences pane, click Rules.
Click the Other Rules tab.
Search for the user or group for whom rules are to be created, as shown in Figure 10-3.

Figure 10-3 Creating Rules for Another User or Group

Description of "Figure 10-3 Creating Rules for Another User or Group"
Click a user rules node, or click a group name (for a group rule).
Click the Add icon to create a rule.
Provide rule information, as shown in Figure 10-4, and click Save.

Figure 10-4 Defining Rules for Another User or Group

Description of "Figure 10-4 Defining Rules for Another User or Group"

Managing Roles in Process Workspace

Roles are created as application roles under the application OracleBPMProcessRolesApp.

There are two types:

Swimlane roles: Each swimlane role in a BPM process is created during design time in Oracle BPM Studio. It is then mapped to an application role that is created during deployment. This mapping cannot be changed after deployment.

Members for these application roles can be defined and updated before deployment by using Oracle BPM Studio or after deployment by using Process Workspace.

Swimlanes define the default task assignee and how to initiate a process if the initiator task pattern is used. During runtime, only members of those roles can perform actions such as viewing and acting on tasks and initiating processes.
Application roles: These represent any roles in the organization, and they can be created in addition to the swimlane roles defined during design time. An application role can be used as a task assignee or as a grantee of another application role. They can be created by using either Oracle BPM Studio or Process Workspace.

When you create a role, you define both the role name and the grantees of the role. The grantees can be users, groups, or other application roles. If users are logged in when you grant them a new role, they must log out and log back in to exercise the newly granted role.

How to Add New Application Roles

Perform these steps:

To add a new application role:

From the Process Workspace toolbar, click Administration.

The Administration Areas panel appears.
In the Organization panel, click Roles.

The Roles panel displays a list of the roles you are authorized to administer.
In the upper-right corner of the Roles panel, click Add a new role.

The Add Role dialog box appears.
Specify a name, optionally, a description for the new role. Click OK.

The new role is now listed in the Roles panel.

Note:

It is recommended that you do not include spaces in Role names.
To grant this role to users, groups or application roles, follow the steps in How to Grant Roles .
To associate a calendar and its corresponding organization unit with this new role, in the Calendar section:
1. Select Associate a new calendar rule to an organization unit for the application role.
2. From the Calendar list, select the calendar you want to associate with this new role.
3. From the Organization Unit list, select the unit that you want to associate with the calendar you just specified.
Note:

When a calendar is associated with an organization unit for a role, this calendar overrides the calendar associated with the calendar page when the particular role is used.

How to Specify the Escalation Path for a Role

An administrator can specify the path an escalated task is to follow.

For more information about the escalation path, see Handling Escalations in Process Workspace.

To specify an escalation path:

From the toolbar at the top of the Process Workspace, click Administration.

The Administration Areas page appears in the navigation pane, Roles is highlighted, and the corresponding information appears in the right pane.
If you want to set the escalation path for an existing role, select that role from the list.

The corresponding information appears in the lower half of the right pane.

If you are creating a new role, click Add a new role and follow the instructions in How to Add New Application Roles. The new role appears in the list, and its corresponding information appears in the lower half of the right pane.
From the list, select either User, Group, or Role. You may also enter or browse for a specific name.
When you have specified the escalation path, click Save.

How to Grant Roles

You can grant roles to, and revoke them from, users, groups, or application roles.

To grant a role to a user, group, or application role:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Roles.

The Roles panel displays a list of the roles you are authorized to administer.
Select a role.

The Details panel displays the details for the selected role.
In the Members section, click Grant the role to user, group, or role.
Specify the parameters of your search, click Search, then select the user, group, or application role to whom you want to grant this role.

The Details section for your selection appears.
Click OK.

The user or group you specified now appears in the list in the Members section.
In the Details panel, click Save.

How to Revoke Roles

You can revoke roles from users, groups, or application roles

To revoke a role from a user, group, or application role:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Roles.

The Roles panel displays a list of the roles you are authorized to administer.
Select a role.

The Details panel displays the details for the selected role.
In the Members section, click Revoke the role from user, group, or role.
Click OK.

The user or group you specified no longer appears in the Members box.
In the Details panel, click Save.

Note:

If, during design time, you update a process by removing a member from a role and then re-deploy the process, the member you removed is still listed as a member of that role. This is because permission to remove members from roles is limited to administrators during runtime.

How to Create and Manage Role-Specific Views and Layouts

For information about creating a role-specific layout, see Creating and Editing Custom Pages in Process Workspace.

Managing Parametric Roles in Process Workspace

Parametric roles are logical roles created by the administrator. Members of parametric roles are dynamically evaluated at runtime by specifying them as a parameterized query.

Parametric roles can be based only on process roles that are created by process deployment or created by using the Administration panel in Process Workspace. More specifically, they can be based on any role defined in the application context OracleBPMProcessRolesApp that is already seeded and displayed in the Roles section of the Administration panel.

Parametric roles define either members of an organization unit or the assignees of a task.

Parametric Roles Used for Querying Members of an Organization Unit

These parametric roles are groups of users specified by using a query—for example, all grantees of role InsuranceAgent with expertise in HomeInsurance where expertise is an extended user property.

The query can contain one or more of the following parts:

Group membership
Role membership
Extended user properties from which users select from a list of pre-defined values

For information about extended user properties, see Managing Extended User Properties in Process Workspace.

Note:

Deleting an extended user property already in use by an parametric role causes an error when administering that role.

Parametric Roles Used in Assigning Tasks

Parametric roles have one or more defined parameters that specify the type of person to whom a task can be assigned—for example, a task can be assigned as a parallel task to all users belonging to the Western region and whose skillsets include JAVA. The assignees that are returned by the dynamic parametric role can be used for any type of list builder—for example, sequential, parallel, or management chain.

The parameter values are defined at design time either as plain values or XPath expressions.

How to Create a Parametric Role

Perform these steps:

To create a parametric role:

From the Process Workspace toolbar, click Administration.

The Administration Areas panel appears in the left pane.
Select Parametric Role.

The Parametric Role panel appears in the right pane.
In the Parametric Role panel, click Create Parametric Role.

This opens an editable Details panel.
Enter a name for this parametric role.
If you do not want this parametric role to be attached to a task assignee, then skip to Step 6.c.

If you want this parametric role to be attached to a task assignee, then you must define the parameters to specify the assignee.

To define parameters for a parametric role used in assigning a task:
1. Expand Parameters and click Add Parameter.
  
  An editable table enables you to specify the name and type of the parameter as in the example in Figure 10-5.
2. Define the parameter by specifying the name and type.
3. To add another parameter, click Add Parameter again and repeat.
  
  Figure 10-5 Defining Parameters
  
  Description of "Figure 10-5 Defining Parameters"
  
  Note:
  
  You are not required to use any or all of the parameters that you define.
  
  After a parameter is defined, the role is treated as a parametric role regardless of whether the defined parameters are used in a query.
From the Grantees list, select either Group or Application Roles.

If you select Group specify the name of the group in either of the following ways:
- Enter the name of the group in the text field.
- Click Select Group to begin a search.
  
  The Select Group dialog box appears. Specify your search, or use an asterisk (*) as a wildcard, then click OK.
  
  The group you specified is listed as the grantee of this parametric role.
If you select Application Role:
1. From the Application Role list, select OracleBPMProcessRolesApp.
2. Specify a parameter by entering a dollar sign ($), then selecting from the list that appears next to the field.
3. Configure the conditions for the inclusion of the grantees.
  
  To do this, from the Add Condition list, select a condition. The listed conditions include the standard LDAP attribute conditions of LDAP repository. There are 2 condition types listed:
  - LDAP attribute condition: The LDAP attribute condition appears in title case in the condition list.
  - Extended User Properties: The extended user properties condition appears in upper case in the condition list.
4. Click Add Criteria Row and specify the values for each condition.
  
  The values can be any of the following: (1) The application role or group to which the users must belong, (2) The extended user properties the users must match. You specified the extended user properties in Managing Extended User Properties in Process Workspace, and (3) Any parameters you may have defined for a parametric role used in assigning a task. When you begin entering a value, precede it with a dollar sign ($). The list of defined parameters appears next to the field as in the example in Figure 10-6.
  
  Figure 10-6 Selecting Defined Parameters as Conditions of Users with Parametric Roles
  
  Description of "Figure 10-6 Selecting Defined Parameters as Conditions of Users with Parametric Roles"
5. After you have selected one or more conditions, the conditions you specified appear in the list of users you want to include.
  
  You can then specify the filter for that condition.
Click Save.
In addition to the standard LDAP attribute condition which is listed by default in the condition list, adding a condition based on custom LDAP attributes is supported.

For custom LDAP attributes condition additional configuration is to be done from Oracle Enterprise Manager Fusion Middleware Control. To add the custom LDAP attribute condition:
1. Log in to the Oracle Enterprise Manager Fusion Middleware Control (http://<server name>:<port number>/em/)
2. Expand Farm_soainfra, SOA, soa-infra (AdminServer)
3. Navigate to SOA Infrastructure, Administration, System Mbean Browser as shown in Figure 10-7.
  
  Figure 10-7 Customizing LDAP Attributes in Enterprise Manager
  
  Description of "Figure 10-7 Customizing LDAP Attributes in Enterprise Manager"
4. Expand Application Defined MBeans, oracle.as.soainfra.config, Server: Admin Server, WorkflowIdentityConfig, human-workflow, WorkflowIdentityConfig.ConfigurationType, jazn.com, WorkflowIdentityConfig.ConfigurationType.ProviderType as shown in Figure 10-8.
  
  Figure 10-8 Viewing Attributes Tab for JpsProvider
  
  Description of "Figure 10-8 Viewing Attributes Tab for JpsProvider"
5. Click JpsProvider .
  
  The Attributes tab appears on the right pane.
  
  SearchableUserAttributeMap contains the custom attribute mapping a user can add.
6. Navigate to the Operations tab as shown in Figure 10-9.
  
  Figure 10-9 Viewing Operations Tab for JpsProvider
  
  Description of "Figure 10-9 Viewing Operations Tab for JpsProvider"
7. Click the addSearchableUserAttributeMap operation to populate the needed values as shown in Figure 10-10:
  - The first parameter is the user attribute.
  - The second parameter is the provider specific attribute mapped to in LDAP.
  Figure 10-10 Parameters for addSearchableUserAttributeMap
  
  Description of "Figure 10-10 Parameters for addSearchableUserAttributeMap"
8. Click Invoke to save the changes.
  
  The values are displayed in the Attributes tab.

How to Modify a Parametric Role

Perform these steps:

To modify a parametric role:

From the Process Workspace toolbar, click Administration.

The Administration Areas panel appears in the left pane.
Select Parametric Role.

The Parametric Role panel appears in the right pane.
From the Parametric Role panel, select the role you want to modify.

The Details panel for that role appears to the right.
Enter the new values for the role just as you did when you created the role.

See To create a parametric role: for more information.
Click Save.

How to Delete a Parametric Role

Perform these steps:

To delete a parametric role:

From the Process Workspace toolbar, click Administration.

The Administration Areas panel appears in the left pane.
Select Parametric Role.

The Parametric Role panel appears in the right pane.
From the Parametric Role panel, select the role you want to delete.

The Details panel for that role appears to the right.
Click Delete Parametric Role and, when prompted, confirm the deletion.

The Parametric Role is now deleted.

Managing Extended User Properties in Process Workspace

Extended user properties are used in defining parametric roles.

Extended user properties are described in Managing Parametric Roles in Process Workspace.

Typically, users have some properties specified in Oracle Internet Directory or some other LDAP directory. Often, however, additional properties specific to their organization and roles are necessary. At times, these properties are added on demand when newer business processes are created. At that time, it might not be possible to extend the company's global LDAP directory. In these cases, extended user properties are useful. For example, you can specify that a given user with the sales representative role is located in California. Although, from a functional point of view, there is only one role, the individual user is associated with a property, and that property has a value assigned for that user.

Figure 10-11 shows an example of the Extended User Properties page.

Figure 10-11 Sample Extended User Properties Page

Description of "Figure 10-11 Sample Extended User Properties Page"

Extended user properties can be assigned to users, groups, or roles.

When you create extended user properties, you define the following:

Property name.
Property type, which can be of the following data types: string, number, date and free form text. String data types are enumerated values. Free form strings can have any value.
Enumeration in case of a string data type.

Note that only string-typed properties can be assigned values at the time of definition and only those values can be assigned to users when the property is associated with a user.

After properties are defined, they can be associated with any user. During association, values must be assigned to the property for that user

Only users who have Administrator privileges can define new properties.

To Add Extended User Properties

Perform these steps:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Extended User Properties.

The Extended User Properties page appears in the right pane.
In the Properties pane, click Add Property.
Property fields appear in the table. An Extended User Property has the following fields:
- Name—The name can be any user defined string that is meaningful to the user or the company. Case does not matter. The system converts all names to uppercase.
- Type—The type field is a drop-down list from which the user must select the data type of the values that the property is expected to hold when it is associated with various users in the organization.
- Value—The value field is meaningful only when the property is assigned the data type string because only string typed properties can be assigned enumerations of values. This value can be a comma-delimited list.
  
  For all other data types (number, date, and freeform text) no values can be assigned to the property.
For number, date, and freeform text-typed properties, a value is assigned to the property only when the property is associated to a user and the value assigned can be different for each user.
After you specify the property, click Save.

A column for this property appears in the Map Properties pane.

To Modify Extended User Properties

Perform these steps:

To modify extended user properties:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Extended User Properties.

The Extended User Properties page appears in the right pane.
In the Properties pane, select the property you want to edit, then click Edit Property.

The row for that property becomes editable.
Enter your changes, then click Save.

To Delete Extended User Properties

Perform these steps:

To delete extended user properties:

Note:

Deleting an extended user property already in use by an parametric role causes an error when administering that role.

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
In the Organization panel, click Extended User Properties.

The Extended User Properties page appears in the right pane.
In the Properties pane, select the property you want to delete, then click Delete Property.

A Confirm Delete dialog box advises you that deleting a property dissociates this property from and associated user, if any. If you are sure you want to proceed, click Yes.
In the Properties pane, click Save.

To Associate Extended User Properties to Users

Perform these steps:

To associate extended user properties to users:

To specify the user with whom this property is to be associated, in the Map Properties pane, click Add User.

The User field appears.
Specify the user.

You can do this either by entering the user identifier in the field or by clicking Select User, and, in the Identity Browser window that appears, performing a search for the user and clicking OK.
If the property is a string type, then, in the Map Properties pane, from the column for the property, select the property to assign to this user.

If the property is a number, enter the appropriate value in the text field.

Note:

The All check box means that you wish to assign all the values defined on the string property to a particular user. It does not mean that you are assigning all the properties defined in the system to the user. The purpose of the All check box must be understood in the context that a user can be assigned multiple values for a string and a freeform text-typed property. For string-typed properties the values that you can assign to a user are enumerated at the time of property definition itself and the All check box enables you to assign all of them to a user at once. Freeform text-typed properties do not have any values defined on them. To assign multiple values to a freeform text-typed property at the time of associating it to a user, enter the multiple values and separate each value by a comma.
After you map the property to the user, in the Map Properties pane, click Save.

Managing Organization Units in Process Workspace

An organization unit represents departments or divisions within an organization. Organization units can contain child organization units creating a hierarchy that corresponds to your organization.

When you create an organization unit, you define the following:

General parameters - such as the organization unit name, comments and calendar
Members - members of the organization unit, which can include users, groups, application roles, or parametric roles. These can be specifically added using the Identity Browser, or added based on user attributes.
Business Constants - links to pre-defined business parameters.

When a process is associated with an organization unit, only members of that organization unit and its children can see that process and the tasks initiated by it.

Note:

A manager is not a member of an organization unit by default. The manager must be added to the organization unit in order to see the processes and the tasks within it.

If a process is associated with an organization unit, then the tasks initiated by the process can use the business calendar associated with the organization unit. See Managing Calendars in Process Workspace for more information.

To Create an Organization Unit

Perform these steps:

To create an organization unit:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
Under Organization, click Organization Units.

The Organization Units panel appears.
From the Add Organization Unit list, select either Root Organization Unit or Child Organization Unit.

The Create Organization Unit dialog box prompts you for the name of the organization unit.
Enter the name of the organization unit, and click OK.

The new organization unit appears in the Organization Units list as shown in Figure 10-12.

The controls shown in the Members section change depending on whether the Add member control is set to Manually or Based on user attributes.

Figure 10-12 Adding an Organization Unit

Description of "Figure 10-12 Adding an Organization Unit"
In the right pane, in the Details section for the new organization unit:
1. In the General section, optionally provide a description of the newly created organization unit in Description.
2. From the Calendar list, select a calendar rule to associate with this organization unit.
  
  For information about adding a calendar rule, see Managing Calendars in Process Workspace.
If adding members manually, select Manually for the Add member value. The Members section changes to display the Members and Managers controls.
1. In the Members section, add members.
  
  The Select Member dialog box prompts you to search for a user or group to add to this organization unit.
2. Enter the name of the user or group you want to add, then click Search.
  
  From the Available column, select one or more members you want to add, and use the arrow button to move them to the Selected column. Click OK. The members you added appear in the Members window.
3. In the Add Parametric Role, click Add new member.
  
  The Select Member dialog prompts you to select a parametric role. Click OK. The parametric roles you added appear in the Parametric Role window.
4. Similarly, in the Managers window, click Add new manager.
  
  The Select Manager dialog box prompts you to search for a user or group to add to this organization unit.
5. Enter the name of the manager you want to add, then click Search.
  
  From the Available column, select one or more managers you want to add, and use the arrow button to move them to the Selected column. Click OK. The managers you added appear in the Managers window.
If adding members using a logical search, select Based on user attributes for the Add member value. The Members section changes to display the Name and Equals controls.
1. Specify a user attribute from the Name drop-down.
2. Specify a search term in the Equals text entry box. Members with the selected user attribute matching the search term is added to the organization unit.
In the Business Constants area, add any business parameters you want associated with the organization unit to act as business constants. Click Add Business Constants and select the desired items from the Select Business Parameters dialog box.
Click Save.

To Edit an Organization Unit

Perform these steps:

To edit an organization unit:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
Under Organization, click Organization Units.

The Organization Units panel appears.
In the Organization Units panel, select the organization unit you want to edit.
In the right pane, in the Details section for the new organization unit, make the changes you want, then click Save.

To Delete an Organization Unit

Perform these steps:

To delete an organization unit:

From the Process Workspace toolbar, select Administration.

The Administration Areas panel appears.
Under Organization, click Organization Units.

The Organization Units panel appears.
In the Organization Units panel, select the organization unit you want to delete, and click Delete Organization Unit, and when prompted, confirm the deletion.

The Organization Unit is now deleted.