Organizational Units

Organizational units are typically departments or divisions within an organization. Organizational units can be organized in a hierarchy.

For example:

In this hierarchy, Dallas is a single top-level organizational unit which contains the Customer Support, Documentation, and Product Management organizational units, while Customer Support contains Training, Technical Support, and Product Support organizational units.

Once the organizational units have been defined, participants may be assigned to one of the organizational units in the hierarchy. Processes can be deployed for one of the organizational units defined so that only participants in that organizational unit and in lower levels within the hierarchy are able to perform tasks in a process.

Every organizational unit might have a different calendar rule associated to it. This allows the Process Execution Engine to take into account time zones and working schedules set for the organizational unit where processes are deployed and to calculate deadlines accordingly.

Studio allows you to define the organizational hierarchy and the properties of each organizational unit. Remember that all the changes introduced to the organizational structure require a Refresh Engine Data operation if they are to be made available to processes on a currently running Process Engine.