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1、Ultimus BPM Studio BasicsModule 3: Ultimus Org ChartInstructor: Doug FieldModule ObjectivesAfter completing this module on theUltimus Org Chart, you will be able to Navigate within the Ultimus Org Chart toolCreate, build, edit, view, and maintain an Org ChartUltimus Organization ChartBackbone for ro

2、uting tasks to users Browser-based application (IE, Netscape) used to create and modify Organization Charts (Ultimus Org Chart)Graphically create Organization ChartsOnly one person at a time can edit an organization chartDefineJob functionsGroups (members of a Group often used in Begin)Same person c

3、an be in multiple org charts use different org charts for different processesHow Org Charts are UsedBusiness processes involve the flow of work to individuals in the organization, based on job functionUltimus Organization Chart relates to the flow of work (based on reporting relationships), not nece

4、ssarily to the “official” corporate organization chartEach task has one or more recipients; if individual names are used then the workflow is less flexible than if job functions are used (individuals can change job functions)How Org Charts are Used (cont)Naming recipientsBy User Name (name based, no

5、t mended)By Job Function (role based)By Reporting Relationship (relationship based)By Group (group based)By Queue (queue based)Ad HocHow Org Charts are Used (cont.)Supervisor of InitiatorPerson in next node above the Initiator in the Org ChartManager of InitiatorPerson in the top node in the Org Cha

6、rt of the department to which the employee belongsHow Org Charts are Used (cont)Charts and Sub-ChartsRules and GuidelinesOrganization Chart is made of Job Functions and not individualsJob Function names are unique in every Organization Chart; can use the same Job Function names in different Organiza

7、tion ChartsUltimus allows you to assign a user to each Job Function; single individual can be assigned to multiple Job FunctionsOne of the Job Functions is primary (used to determine the supervisor or manager of a person if the person is named in more than one Job Function)Ultimus allows you to sele

8、ct user names from your employee directory; supports NT Directory as well as pliant directoriesSeamlessly integrated with Microsoft Active Directory; does not create a separate database table, acts as a front-end to ADOrg Chart TablesIf you lose the focus (click elsewhere), the Org Chart tables in t

9、he Ultimus Workflow database are automatically updatedCLIENTS (name, e-mail address)DEPARTMENTSGROUPSLABELSJOBSULTVIEWSUsing the Ultimus Org ChartStart | All Programs | Ultimus BPM Suite 7.0 | Ultimus Org ChartUsername: student0 x (x = 1, 2, 3, )Password: Student!U-tip: Disable password requirement

10、(development only!)Start | All Programs | Ultimus BPM Suite 7.0 | Ultimus AdministratorSelect Ultimus (LOCAL), right-click and select Properties | SystemClear Enable Client Authentication checkboxOrg Chart FunctionsThe Standard ToolbarButtonNameFunctionNewOpens a new ChartOpenOpens an existing Chart

11、CloseCloses the current ChartPrintPrints a ChartCutCuts the selected text boxCopyCopies the selected text box to the clipboardPastePastes the text box currently in the clipboardThe Edit ToolbarButtonNameFunctionSearchFind a person or Job FunctionEdit GroupsDefine and modify a groupThe View ToolbarBu

12、ttonNameFunctionLockPermits you to insert multiple objectsArrowReturns cursor to arrow pointer modeTextText box insertion modeSubordinateSubordinate insertion modeSupervisorSupervisor insertion modeAssistantAssistant insertion modeJob Function GroupJob Function Group insertion modeSub-ChartSub-Chart

13、 insertion modeHorizontal ChartConverts Chart below selection to horizontalVertical ChartConverts Chart below selection to verticalRename ChartChange the name of the current ChartHelp/AboutHelp contents / About Ultimus Org ChartThe Format ToolbarButtonNameFunctionFont Combo BoxSelect text fontSize C

14、ombo BoxSelect text sizeBoldSet text style to boldItalicsSet text style to italicsUnderlineSet text style to underlineLeft JustifyLeft justify textCenter JustifyCenter justify textRight JustifyRight justify textThe Functions ToolbarButtonNameFunctionAssign AccessAssign chart access to a group; users

15、 who are not a member of the group are locked outRefreshRefresh the Chart to display recent changesColor Combo BoxChange colors (workspace and JF boxes)Zoom Combo BoxIncrease/decrease viewing areaCreating a New Org ChartClick the New button in the Standard ToolbarU-Tip:Characters that cannot be used

16、 are ! # $ % & * ( ) + | / ? - = ,Creating a New Org Chart (cont.)Opening and closing an existing ChartDeleting a ChartClick the Open buttonSelect an Org ChartClick DeleteRenaming a ChartJob Function BoxesJob FunctionSubordinateSupervisorAssistantWorking with Sub-ChartsAdd a Subchart node to a chart

17、Create the Subchart and close itOpen the chart, double-click the Subchart node, link the Subchart by nameWorking with Job Function GroupsAdd a Job Function Group NodeDouble-click the JFG in the ChartEnter a name for the Job Function GroupClick Browse to find a nameClick Add to add the person to the

18、JFGAssigning Access Rights to a ChartDifferent users can access different organization chartsUse the Assign Access buttonSearching for Org Chart DataSearch Job FunctionPerson NameBothIn Current/Sub ChartsAll ChartsGroupsRemoving Org Chart UsersMay be necessary to remove or replace a user because of

19、promotion or termination, to name two examplesUltimus maintains historical information about all employees handling workflow tasks important that no employee be completely removed from an Org ChartSee Steps for Employee Termination (pg. 3-33 and pg. 3-34)Defining and Using GroupsGroup: collection of individuals or Job FunctionsGroup as a “parallel” workflow Step recipient (default)All group members receive same task simultaneouslyNot complete