Modeling the Organizational Structure

Swim lanes are assigned to participants - roles or organizations. Users assigned to these roles or organizations perform the work represented by an activity instance. Being assigned one or more swim lanes, a user can perform the activities associated with those swim lanes by completing the work items in his worklist.

Hence, there is a distinction between

Consequently, in your modeling environment you use roles and organizations. Individual human performers are created and assigned to these roles in the Stardust Portal or console administration tools or via embedding application. The following sections describe the usage of participants in Modeling perspective:

Representation in the Modeling Perspective

You can work with following elements in the Participants node:

Each model has at least one role created by default, which is Administrator role.

Organizations

An organization element represents a group of resources. For example, a department or any organizational unit. This section describes how to work with organization elements and its properties.

Creating Organization

To create an organization, right-click Participants node in the My Process Models panel and click Create Organization.


Figure: Create Organization

Renaming Organization

To rename the organization, right-click the Organization node in the My Process Models panel and click Rename. Specify the new name for organization.


Figure: Rename Organization

Rename can be performed in the My Process Models panel and the property panel of the element.

Deleting Organization

To delete organization, right-click the Organization node in the My Process Models panel and click Delete.


Figure: Delete Organization

Creating Role under Organization

To create a role under organization, right-click the Organization node in the My Process Models panel and click Create Role.


Figure: Organization - Create Role

Set as Manager

The role created under organization can be set as manager. Right-click on the role created under organization node and click Set as Manager. The role set as manager is indicated with red color icon.


Figure: Role - Set as Manager

Note that at a time you can set only one role under organization as a manager. If the role is already set as a manager, then the Set as Manager option is grayed out.

Creating Organization under Organization

To create an organization under organization, right-click the Organization node in the My Process Models panel and click Create Organization.


Figure: Organization - Create Organization

Viewing and Editing Organization Properties

To view organization properties, click the Organization node in the My Process Models panel. The organization properties get displayed.


Figure: Organization Properties

Following properties are displayed:

Roles

You can create roles using two ways:

Creating Roles under Participants Node

To create a role, right-click the Participants node and click Create Role.


Figure: Create Role

Renaming Role

To rename the role, right-click on role and click Rename Role.


Figure: Rename Role

Rename can be performed in the My Process Models panel and the property panel of the element.

Deleting Role

To delete the role, right-click on role and click Delete Role.


Figure: Delete Role

Viewing Role Properties

To view role properties, click on role of which you want to view the properties.


Figure: Role Properties

Conditional Performer

A conditional performer is evaluated at runtime and determines the identity of the actual performer. A conditional performer can be created only at the root node, that is, Participant node. You can neither create it nor drag and drop it under the Organization node.

The following sections help you to work with conditional performers.

Creating Conditional Performers

To create conditional performer, right-click Participants node and click Create Conditional Performer.


Figure: Create Conditional Performer

Renaming Conditional Performers

To create conditional performer, right-click on conditional performer in the Participants node and click Rename.


Figure: Rename Conditional Performer

Rename can be performed in the My Process Models panel and the property panel of the element.

Deleting Conditional Performers

To delete conditional performer, right-click on conditional performer in Participants node and click Delete.


Figure: Delete Conditional Performer

Viewing and Editing Conditional Performer Properties

To view and edit the properties of conditional performer, perform the following steps:


Figure: Properties of Conditional Performer

General Properties

Configuration

User Realm

If you select User as a performer type, then you can specify data for the user realm. For more information, please refer to the section User Realm User Realm of the chapter Managing Multi Partition Stardust Installations Managing Multi Partition Stardust Installations in the Stardust Documentation.


Figure: User Realm

Comments


Figure: Conditional Performer - Comments

Restrictions on setting Conditional Performers

The conditional performer cannot be set as a participant for Manual or Scan events. A validation message is displayed in following scenarios:

Working with Referenced Participants

You can reference the participants from the provider model in the consumer model. To reference the participant, perform the following steps:

  1. Select the lane of the process of the consumer model. The properties page of the lane gets displayed.
  2. From the Participants drop-down list, select the participant of the provider model

  3. Figure: Swim Lane - Participants - Provider Model

  4. The participant of the provider model gets referred for lane of the consumer model.

  5. Figure: Participant Referenced for Swim Lane

For more information, please refer to the section Dragging and Dropping of Elements of the chapter Swim Lanes Usage.