Creating an Organizational Model


In order for Workflow to distribute tasks across your organization, you must first create a model of your company structure on the system. You build a model using the Organizational Management planning objects (organizational units, jobs, positions, tasks, and work centers).


These planning objects are the main link between Workflow and Organizational Management. They are linked together in a series of relationships, which provide a framework for you to process workflows. This framework provides the routing structure for workflow. One of the major advantages of using Organizational Management is that you only need to create one routing structure for all processes, across all applications, throughout your organization.

If your company decides not to implement Organizational Management, you can still use these planning objects to frame your workflow. You create small sections of an organizational plan to run each workflow. This is called an artificial routing structure.


Before you begin to create a model of your company on the system, you must have a clear understanding of how your company operates. The questions you should ask are:


Organizational Management offers you a number of flexible ways to create your organizational model. You can create it in Simple Maintenance or in Detail Maintenance. Both have their advantages, but using Simple Maintenance is faster. Organizational Management also offers you the option of using Matrix Management to create complex organizational structures.

See also:

Using Detail Maintenance - Objects

Using Simple Maintenance - Plans, Jobs, Positions


When creating your organizational model in Simple Maintenance, you must select the Overall View and not Human Resources View. Overall View allows you to work with the four task types you need for Workflow Management:

If you select Human Resources View, the system only allows you to work with standard tasks, and customer tasks.