Defining a Business Role
Defining a business role consists of defining:
• objects assigned to define a task to a person
E.g.: control, audit mission, action plan.
• localizing objects to define a specific location (in the organization of the company)
E.g.: USA agency.
For example, for risk management specific to the country where it is applied.
• optional parameters:
• multiplicity to define the number of assignments of business roles possible for a person.
A multiplicity business role 1 or 0..1 cannot be assigned to more than one person at the same time.• candidate queries, to filter persons to whom the business role can be assigned.
To define a business role:
1. Access the user management pages and select the Business Roles sub-folder.
2. Select the business role concerned and click Properties 
.
.3. Click Business Role Definition.
4. In the Business Role Multiplicity field, select the multiplicity for the business role.
5. (optional) In the Assigned MetaClass section, click Connect 
.
.
You must specify at least one of the two sections, see step 6.The MetaClass search tool appears.
• (Optional) In the second field, enter the characters to search for.
• Click Find 
.
.• In the search results, select the MetaClass you want to connect.
Use the [Ctrl] key to select several MetaClasses at the same time.• Click Connect.
The MetaClasses are connected to the profile.
6. (optional) In the Localizing MetaClass section, click Connect .
.You must specify at least one of the two sections, see step 5.The MetaClass search tool appears.
• (Optional) In the second field, enter the characters to search for.
• Click Find .
.• In the search results, select the Localizing MetaClass you want to connect.
Use the [Ctrl] key to select several Localizing MetaClasses at the same time.• Click Connect.
The Localizing MetaClasses are connected to the profile.
7. (optional) In the Candidates Queries section, you can filter the persons to whom the business role can be assigned.
Click Connect .
.The query search tool appears.
• In the second field, enter the characters to search for.
• Click Find .
. • In the query results, select the query you want to connect.
• Click Connect.
The filtering query is connected to the business role.
E.g.: for the "Auditor of an audit mission" business role, the "Auditors and lead auditors (profile)" query is used to filter the persons who have the "Auditor" or "Lead Auditor" profile assigned.
• By default, filtering is not offered when assigning the business role to a person; in the _FavoriteRequest field of the query, select "Yes" to offer the filtering.
• Select Propose all users to, in addition to the query filtering, assign other persons who are not part of the filtering.
The business role is defined and can be assigned to persons.