Org Chart for Alfresco

Org Chart in Alfresco If the company is big, you have an org chart

hierarchy in real life and need it in Alfresco

Org Chart in Alfresco Org chart UI allows to browse units and roles and

understand who is responsible for what

Use Case #1: Task Assignment Oh. Wait. Who is responsible for that? I do not

know the name.

Org Chart Picker Org chart picker can be used in workflows to find a

person in charge in company structure by role

Org Chart Picker Configuration

It is really simple to configure you just add one line into share config

That's it! Now Share will render org chart picker to choose alvex:reviewer from company structure.

Use Case #2: Role-Based Tasks

Sometimes you need pre-defined assignees for certain tasks in workflow

If an employee is going to business trip, two approvals are required from the manager (who is directly responsible for daily business) and from accountant (who will pay the expenses after all).

Role-Based Tasks Are Context-Aware

Who is the manager and who is the accountant depends on where the employee is in company structure the roles are context-aware in real life

Role-Based Tasks Are Context-Aware

Who is the manager and who is the accountant depends on where the employee is in company structure the roles are context-aware in real life Just users / groups are not enough, they are fixed and do

not take workflow context into account

Department One::Manager ">

Org chart unit is setexplicitly by name

Role-Based Tasks: Simple Example

Role-Based Tasks: Context Awareness

Role-Based Tasks: Relative Addressing

Role-Based Tasks: Roles InheritanceIn real life we never have every role set for each org chart unit.

Mostly roles are defined for org chart branch, configured for the unit on the top and are meant to cover the whole branch.

Role-Based Tasks: Roles Inheritance

There is no accountant set for this unit. Org chart will search up the tree to find accountant 'inherited' from upper level.

Use Case #3: Out-of-Office Last but not the least out-of-office option and

roles delegation

Separate Delegations for Each RoleIf you are team lead for some group and member of the board

at the same time most probably when you are out of office you need to delegate these duties to different people.

Separate Delegations for Each RoleIf you are team lead for some group and member of the board

at the same time most probably when you are out of office you need to delegate these duties to different people.

Delegations Are Transparent for Workflows If you are out of office new tasks will take roles

delegation into account and will be routed to the users who are appointed to replace you.

Delegations Are Transparent for Workflows If you are out of office new tasks will take roles

delegation into account and will be routed to the users who are appointed to replace you.

Who is responsible for 'Accountant' role for this unit? - Danny Is Danny available? - No, he is out of office now Who replaces Danny for this role? - Emma Task is assigned to Emma

Org Chart Usage and APIs

Default org chart usage Web-based GUI for administration Org chart picker to appoint users from company structure Role-based task assignment in workflows

Org chart APIs for your customizations Java API JavaScript API (root scope object orgchart) REST API

Org chart extension is part of Alvex

Download and use:http://www.alvexcore.com/

Documentation:http://docs.alvexcore.com/

Fork on Github and join development:https://github.com/ITDSystems/alvex

Follow Alvex news on Twitter:@itdsystems

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