dspConduct

Configure Category Org Unit Value Assignments for Roles at the Position Level

A Security Administrator can include or remove multiple org unit values at one time for all of the roles in a position. With this option it is not necessary to configure the org unit values for each individual role in a position.

Roles are added to categories in dspConduct™ > Design. Org unit values differ by category and therefore must be configured separately for each category included in a position and are applied only to the roles in the category.

NOTE: Category org units become available for security assignment in a position when the business process assigned to a category is included the position.

Refer to Add an Org Unit Type to a Category Object and Add a Role in dspConduct™ for more information about setting up org units for a Category and adding roles to a category.

The category org unit value configuration functions as a template for org unit value assignment to a role in the position. Any role that is added to the position that belongs to the category for which the org unit is established is automatically assigned the org unit values that are included on the Position Category OrgUnit page. Any roles that exist for a position are updated with the org unit values that are included or removed when the Position Category Org Unit page is updated. However, roles can be configured individually if needed. Refer to Configure Org Unit Value Assignments for Roles at the Role Level for more information.

Before performing this task, design the governance elements in dspConduct™ > Design and add a position. Refer to dspConduct™ Design Process Overview and Add a Position for more information.

To configure org unit value assignments at the position level:

  1. Select dspConduct > Security > Positionsin the Navigation pane; the Position page displays.

  2. Click the Category Org Units icon; the Category Org Units for Position page displays in the child pane.

    View the field descriptions for the Category Org Units for Position page

  3. Click the Org Unit1 icon for a CATEGORY ID.

    View the field descriptions for the Position Category OrgUnit1 page

  4. Select one or more org unit values.

  5. Click the Includeor Remove icon as needed.

    The Include All Org Units option allows the user to add all the org unit values for all roles within a category that are included in the position without having to scroll through the list and select them all first.

  6. Repeat steps 3– 5 to add Org Unit2 and Org Unit3 values as needed.

View the field description for the Position Category OrgUnit2 page

View the field description for the Position Category OrgUnit3 page

Next, configure org unit value assignments for roles at the role level if needed or configure users in a position.