Position Structure Administration—Exercises

Main Exercise

Purpose: The purpose of this lesson is to define position structures for the previously defined organization structures. You will define position structures of for companies and a matrix structure created in the previous exercise.

This is the second lesson in the series that will lead to creation of a simple, but functional organization setup. Complete all lessons in the right order, as every following lesson uses data defined in previous lessons. The complete setup will consist of two companies sharing a single task group in form of a matrix organization.
To avoid data duplication, lessons use company names:

You should select your own 2 companies and follow the rest of the steps as if they were Company 1 and 2.

If you choose to work on already existing companies, ignore other elements of position structure and focus on defining your own elements.

Remember to use activity diagrams. There, you can read step-by-step instructions on what to do. When necessary, you will be given a link to relevant activity descriptions. It is also a good idea to have the Define Position Structures process model open at all times.

 

Windows:
    Graphical Position Structure

Define Position Structure for Company 1

  1. In the Graphical Position Structure window, select the Structure ID of Company 1.
  2. Open the Define Define Company Position Structure activity diagram for step-by-step instructions.
  3. Use the following data:
    Note: Set validity periods for every position to last from 2013-01-01 to 9999-12-31.
     
    Position Parent Position
    General Manager root
    Logistics Manager General Manager
    Distribution Manager Logistics Manager
    Logistics Specialist Distribution Manager
    Warehouse Manager General Manager
    Warehouse Operator Warehouse Manager
    Finance Manager General Manager
    Chief Accountant Finance Manager
    Senior Accountant Chief Accountant
    Accountant Chief Accountant
    Controller Finance Manager

 

Define Position Structure for Company 1

  1. In the Graphical Position Structure window, select the Structure ID of Company 1.
  2. Open the Define Define Company Position Structure activity diagram for step-by-step instructions.
  3. Use the following data:
    Note: Set validity periods for every position to last from 2012-07-01 to 9999-12-31.
Position Parent Position
General Manager root
Logistics Manager General Manager
Supply Manager Logistics Manager
Warehouse Manager General Manager
Warehouse Operator Warehouse Manager
Finance Manager General Manager
Chief Accountant Finance Manager
Senior Accountant Chief Accountant
Accountant Chief Accountant

Define Position Structure for Matrix 1

  1. In the Graphical Position Structure window, select the Structure ID of Matrix Organization 1.
  2. Open the Define Matrix Position Structure activity diagram for step-by-step instructions.
  3. Use the following data:
    Note: Set validity periods for every position to last from 2012-07-01 to 2012-07-01.
Position Parent Position
Task Group Manager root
Team Member Task Group Manager