A role defines a set of related skills, competencies, and
responsibilities of an individual or individuals.
Before you begin
You should always create new method content in a
method plug-in.
Procedure
- Expand the content package in which you want to create
the role.
- Right-click your content package and select . The role editor opens with the Description tab
set as the default.
- In the Name field, type a unique
name for your role. The role name is the file name
that is in the Library view.
- In the Presentation name field,
type a presentation name. The presentation name is the name that is
in your published content and in the Configuration view. You can
also make this name appear in the Library
view by toggling the Show Presentation Names button
in the Library view toolbar.
Tip: If the
Link
name with presentation name for new method element option
in Preferences is selected, typing a presentation name will auto-generate
the name field. See
Preferences for rules.
- In the Brief Description field,
type a short description of the new role.
- In the Main Description field, type
a more detailed description of the new role. The main description
is a more detailed version of the description you typed into the Brief
Description field. There are three ways you can create
text for the description:
- Directly, by typing it manually in the editor.
- Copy from another similar role and then modify by using the editor.
- Copy from an HTML source such as a published RUP Web
site.
Tip: You can use the Rich Text Editor to edit or
enter the text for any field that has the
Rich Text Editor icon
. Click the icon to access the Rich Text Editor. Click the
icon again to close the Rich Text Editor. For more information about
the editor, see
Rich Text Editor
- Under Version Information, provide
any pertinent version information about the role.
- Click the Work Products tab and
click Add to the right of the Responsible
for field.
- Select one or more work products from the list. A description
of the work product that you select is in the Brief Description field
at the bottom of the window.
Tip: The list
of work products in the Work products that are output of
tasks that this role performs field is calculated and
cannot be changed with the role editor. A work product is displayed
if it is an output of a task that the role performs.
- Click OK. The window closes and
the Responsible for field is populated.
Remember: Selected elements in an Add/Remove section
display both the element name (plug-in name) and the "path" (package
name) to that element.
- Click the Guidance tab. Use this
part of the editor to add and remove guidance for the role. To add
guidance, click Add, select the guidance you
want to add, and click OK. To remove guidance,
select it in the Guidance field and click Remove.
When you select a guidance element, the brief description of the guidance
is displayed.
- Click the Categories tab. A role
can be included in one or more role sets and any number of custom
categories. Open the appropriate Select window by clicking Add next
to the category lists. You can remove role sets or custom categories
by selecting them in the appropriate box and then clicking Remove.
- Click the Preview tab to view the
newly created role and then save by closing the editor.