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Administrator Guide
Last Updated: 2023-09-08
Steps: Set Up Org Studio

Steps: Set Up Org Studio

Set up security for the
Reorganization with Org Studio
 business process to plan, review, and implement reorganizations. Once configured, you can complete transactions like moving workers and assigning superior and subordinate organizations in Org Studio using a drag-and-drop organization chart. You can then process those transactions using a Mass Action workbook.
  1. Configure the security policies for these domains in the Organizations and Roles functional area:
    • Maintain: Org Designs
    • Participate: Org Designs
    Secure groups to either the
    Maintain: Org Designs
     domain or the
    Participate: Org Designs
     domain, not both.
    Configure the security policies for the subdomains under the
    Participate: Org Designs
     domain.
  2. Configure security permissions for the
    Reorganization with Org Studio
     business processes.
  3. Access the
    Create Business Process Definition (Default Definition)
     task and select the
    Reorganization with Org Studio
     business process type.
    1. On the
      Org Design Shared Participation
       step, set
      Type
       to Shared Participation.
    2. Create a new Approval step and
      Launch Reorganization Mass Action
       action step.
  4. Set up Mass Actions.
You can now initiate, collaborate, and review reorganization designs with Org Studio.
Set up Mass Action workbooks and use the
Org Studio
 worklet to enable easy access to create, edit, and view Org Studio designs.