Creating Business Areas and Assigning Jobstreams

Business areas are organizational categories that reflect the structure of your business. Jobstreams are assigned to business areas. Business areas are assigned to users. This means that in addition to organizing processes logically as needed in your business, business areas give you easy access to the data you need for your daily work. Business areas also facilitate many other essential functions related to jobstreams, such as filtering, managing alerts, defining processing cycles and many more.

As a business area coordinator, first you define business areas and then, you assign jobstreams to those business areas. A Jobstream can be assigned to more than one business area. In a fresh installation, AAI has a predefined business area called All Jobstreams.

You add business areas in the web interface. Although once added business areas are visible in both the thick client and the web interface, you can only create, edit and delete business areas from the web interface.

To Add a Business Area

1. Select Settings > Business Areas from the left pane to display the available business areas on the right pane.

2. Click the + Add Business Area button to open the Add Business Area dialog.

3. In the Info tab, do the following:

   1. Enter the Name of the business area. It is very important that the business area names are easily recognizable and that they describe the type of business that they represent. For more information, see Naming Conventions.

   2. In Description add any information about this business area that you deem relevant for other users.

   3. If your environment already contains business areas and you want to create a new one under an existing one, select it from the Direct Parent list. If you want to create a business area at root level, leave this field empty.

4. In the Alerts tab you specify the emails of the users that should be notified when alerts are triggered. You can enter multiple addresses separated by a comma. The entered addresses are displayed in the Email Alert Recipients list.

   AAI will send emails to the addresses defined here for all the jobstreams that are assigned to this business area.

   If you do not specify any email address here, the business area inherits the addresses available in its parent business area, which, in turn, inherits from its parent, and so forth.

   Important !

   It is also possible to assign email addresses to jobstreams. If a jobstream has email addresses assigned, then these addresses override the business area ones. This means that all alerts related to the jobstream are sent to the addresses defined in the jobstream and NOT to the addresses defined in the corresponding business area.

5. Click Save.

To Assign Jobstreams to Business Areas

1. In the Admin tab, select Jobstreams from the left pane to display the available jobstreams on the right pane.

2. Select the jobstream that you want to assign to a business area and click the pencil icon in the toolbar.

3. In the Edit Jobstream dialog go to the General tab.

4. The Business Areas pane replicates the business area tree view in your installation. To select the business area(s) to which you want to assign the jobstream, click on the folder icon that is next to the business area(s). A tick indicates that the business area is selected.

5. Click Save, the click Close to return to the Admin > Jobstreams tab. The business areas column lists the BAs to which each jobstream is assigned.