Org Chart Concepts - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

An Org Chart is a hierarchical display of an organization's employees. Each employee, save the topmost-ranked one, has a manager and zero or more reports; other employees who report to that particular employee.

Roles- A role is a label for a function that an employee serves in an organization. For example, employee Team Lead can serve in a “proofreader” role. Your organization may not have an actual “proofreader” position; the role is filled by an existing employee. It is possible for one employee to serve several roles. Multiple employees may also share one role. A role is a title that unifies a group of individual users without any security implications. Privileges and rights are still maintained by the user group that the user belongs to, regardless of his or her role.

Peers- Peers are employees who share a common role.

Note:

Peer employees do not necessarily share a common manager.

Assistants- This type of employee has a special relationship to a manager. When an employee is assigned the “assistant” role, it signifies that this employee will occasionally perform certain managerial duties when the manager is unavailable. These duties are controlled by the Workflow configuration.

Note:

An assistant cannot have any reports configured for them.

Note:

An employee does not need to directly report to the manager that s/he is an assistant to. An employee may serve in the role of assistant for several other managers in an organization.

Manager - A manager is a user that is configured with reports within the Org Chart hierarchy.

Ad Hoc Managers- When a Queue is configured for Manager coverage, if an Ad Hoc Manager is assigned to a user and the user is unavailable, the Ad Hoc Manager will see the documents for that user in the coverage Queue, instead of the Manager in the configured tree structure of the Org Chart. The Ad Hoc Manager may be anyone within the Org Chart; not necessarily someone in the reporting hierarchy.