Quickstart tutorial 1-How to create a role
How to create a role
Introduction
Roles define a set of capabilities that are necessary for performing tasks within your processes.
Businesses typically define roles to specify the capabilities that the resources responsible for certain tasks must have. For example, a Translator role might require a resource to be fluent in at least two languages; if a particular employee resource is fluent in English and French, that resource could be assigned the role of Translator. For Quickstart Finance, one employee acts as the lead for the team of loan officers. You will need to create that role so that you can assign it to one of your existing resources who meets the role requirements.
How to create a role
Add the following role:
- Personnel
Team Lead
Step 1
In the Project Tree, right-click the Personnel resource catalog and click . A wizard opens.
Step 2
- Ensure that the Personnel resource catalog is highlighted in the navigation tree of the New Role wizard.
- In the Name of new role field, type the following name: Team Lead.
- Leave the role color as the default. You will learn more about classifying elements by color when you create your process diagrams later in the tutorial. (For more information, see Adding colors in the help documentation.)
- In the Description of new role field, type the following description: Leads loan team: prioritizes work, responds to questions, and provides guidance.
- Click Finish. The Team Lead role opens in the Definition editor.
Step 3
- Double-click the Team Lead role to display the Definition editor.
- In the Qualifications pane, click the Add button. The Add Qualification window opens. The Qualification enables you to define a characteristic of a role. For example, if you require your team lead to have a certain amount of experience in the Loan Department, you can use Years of Experience as a qualification.
Step 4
- Type the following name for the qualification: Years of Loan Experience.
- Click OK.
The new qualification is added to the Qualification list.
Step 5
- Click the Years of Loan Experience qualification that you have just added in order to select it.
- From the Qualification Value Type drop-down listbox, select Integer. By selecting Integer, you are indicating that this value will be a number; for example "2", for two years of loan experience.
- Click to save the Team Lead role
How to assign a role to a resource
Introduction
A role defines a set of capabilities or characteristics that a resource must possess.
How to assign a role to a resource
Enter the specified attribute values for the following resources:
- Desktop Computer No. 27
- Kim Lee
The following steps below describe in detail how this is done.
Step 1
- In the Project Tree, double-click a resource (i.e Kim Lee resource). The resource opens in the Resource editor.
- Click the Roles tab at the bottom of the Resource editor.
- In the Roles pane, click the Add button. The Select Role Requirement window opens.
Step 2
In the Select Role Requirement window, select the Team Lead role and click OK. The Team Lead role is added to the Roles list for the resource (i.e Kim Lee resource).
Step 3
In the Qualification list, ensure that Years of Loan Experience is selected. In the Qualification value field, type 3. This value indicates the number of years of loan experience that the resource (i.i Kim Lee) has. The Roles page for the resource (i.e Kim Lee) should now look like the one in the following image on the right column.
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