Create a business process role

The following users can create business process roles:

• Organization Best Practice Library: users with the Maintain Organisation Best Practice Library permission

• Business unit Best Practice Library: users with one of the following sets of permissions:

  • the Manage Business Unit Best Practice Library permission for the business unit

  • the Access Across Business Units AND the Manage Business Unit Best Practice Library permission

• Project/dept Best Practice Library: the Project Administrator

• Contract Configuration: users with the following contract roles:

  • Contract Owner

  • Contract Administrator

  • Contract Process Owner

  • Company Representative

• Tender (Stage Gate Configuration): the tender administrators

To create a business process role:

1. Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract or Stage Gate Configuration page.

2. Select the Business Process Roles tab.

   The Business Process Roles page is displayed.

3. Click Create Business Process Role.

   The Create Business Process Role page is displayed.

4. Enter information as required in the relevant fields.

   Section	Field	Description
   Create a Business Process Role	Name	The name of the business process role. Note Business process role names must be unique, for use in workflows.
   	Description	A description of the business process role.
   Business Process Role Custom Fields	Custom Field 1 Custom Field 2	The names of custom fields associated with the business process role.
   Transmission Slip Reference Details	Are Transmission Slips required for Process Steps assigned to this Business Process Role?	Select whether to include a transmission slip reference (Yes or No). For a business process role which will be assigned to tender stage gates, select Yes.
   	Incoming Response Prefix	If you selected Yes for the Transmission Slip Reference, enter the prefix to the reference number for incoming messages.
   	Outgoing Response Prefix	If you selected Yes for the Transmission Slip Reference, enter the prefix to the reference number for outgoing messages.

5. Click Save as Draft to save the Business Process Role.

   The Business Process Role page is displayed.

6. The following steps are optional for Organization, business unit and project/department business process roles.

   Contract and stage gate business process roles must have at least one member added before they can be published for use.

   1. For Business Process Role Members, click the icon.

   2. The Add Business Process Role Member(s) page is displayed.

   3. Enter values as required for the relevant search criteria.

      Option	Description
      Business Unit	Select a specific business unit or All from the drop-down list.
      Project/Dept	Select a specific project/dept or All from the drop-down list.
      Search On	Select whether to search on Last Name, First Name or Position.
      Criteria	This option refers to the text you enter in the Search For field. Select whether you want the search to return results which Begins With, Contains or Ends With the text you enter in the Search For field.
      Search For	Enter the text you want to search on. Tip Enter the % character to perform a wildcard search, e.g. % by itself to return all results or man% to return all results beginning with man.

   4. Click Search. All company users who match the search criteria are displayed.

   5. Select the company users you want to add to the business process role.

   6. Click OK. The new members of the business process role are displayed on the Business Process Role page.

   7. You can use the icon to add more members to the business process role, or the icon to remove ones already added.

7. Click Publish.

8. A confirmation message is displayed. Click OK if you are sure you want to publish the business process role.