Responsibility assignment according to RACI¶
RACI is a possibility to represent responsibilities for an activity.
The following abbreviations are used:
- R for responsible: performs the activity
- A for accountable: approves
- C for consulted: is consulted for the activity
- I for informed: is informed about the activity
Similar to the key values, responsibilities can be attached to elements of a diagram.
The responsibility assignment according to RACI can only be used for BPMN 2.0 process diagrams and event-driven process chains (EPC).
Setting responsibilities in BPMN 2.0 process diagrams¶
Lanes and the element Additional participant can be used in BPMN 2.0 to set responsibilities. A lane for example is responsible for each task it contains.
Lanes represent basic responsibilities in a BPMN 2.0 business process diagram.
In this case, the central purchasing is responsible for the tasks ‘Check purchase requisition’, ‘Create Creditor’ and ‘Create order template from purchase requisition’.
The element “Additional participant” can be associated with a task. This association element contains the attribute Responsibilities that can be used to assign responsibilities. To assign a responsibility, select the corresponding connector between task and participant, expand the Attributes column and assign one of the four RACI responsibilities. It will appear as connector label in the diagram.
Configuring the responsibilities for an additional participant
Hint: If custom attributes are defined for an element linking an organization or a position, those attributes will be included into the calculation as well.
Using custom attributes to assign responsibilities¶
As an alternative to using pools, lanes or additional participants, responsibilities can be directly assigned at the respective tasks. However, it is necessary to define special custom attributes.
In order to proceed, open the Explorer and create one or more of the following custom attributes of the type dictionary link for the element type task:
Important: The attributes must have the English or German names that are defined in this manual.
It is convenient to limit the dictionary links to the category Organizational Units, as shown in the Screenshots above. More general information on how to create and manage custom attributes can be found at Defining custom attributes.
You can now open diagrams in the Editor and assign roles to tasks via the tasks’ custom attributes:
Set the organizational unit “Department head” as “informed”.
The hereby assigned responsibilities will be taken into account when the RACI report is created.
Setting responsibility assignments in EPC¶
Responsibility assignments can be set for an attribute via its connection to an organization or position. Select the connector, open the attribute Editor and choose the desired responsibility:
Creating the RACI spreadsheet¶
After placing responsibility assignments on diagram elements, follow those steps:
Select the diagram in the Explorer
Click Reporting and choose Responsibility assignment matrix / RACI (XLS).
the menu entry for creating a responsibility assignment matrix
A dialog opens up. Choose the diagrams which a responsibility assignment matrix is supposed to be created for.
Click Start analysis.
Open the generated XLS file, e.g. with Microsoft Excel®