Responsibility and Usage Reports

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Learn responsibility and usage reports

Responsibility and Usage Reports

RACI Matrix and Handovers

Every process model contains defined responsibilities for tasks. Signavio's standard reports contain two dedicated ones, which aggregate these roles (mostly used in pools and lanes but also in attributes) and also analyze the handovers between process participants. These are:

  • Responsibility Assignment Matrix (RACI)
  • Responsibility Handovers Matrix

Both reports are considered as Responsibility Reports.

Responsibility Reports

Capturing Information to be Used in the RACI Report

Set the KPIs / Attributes like Responsible, Accountable, Consulted and Informed on diagram elements to define the content of the RACI Report:

Capturing Information to be Used in the RACI Report

After we have mapped the attributes in the process, the data will be transferred to the report and neatly displayed in an .XLS file.

Capturing Information to be Used in the Responsibility Handover Report

Define your sequence and message flows using arrow directions in the process model diagram to define the direction of handoffs between responsibilities:

Viewing the Generated XLS Report

After we have mapped the attributes in the process, the data will be transferred to the report and neatly displayed in an .XLS file.

Usage Reports

In SAP Signavio Process Manager, process diagrams can be created and the specific use of IT systems and documents can be defined between tasks and responsibilities.

Core Features of the Reports

Select whether IT System associations refer to roles or diagrams. It depends on whether the report is only IT specific or if we need information about the users working with the IT Systems (user management).The functionality also includes IT Systems that have been linked via a custom defined attribute as a dictionary entry. If custom attributes linked to organizational dictionary entries have been defined, they will be included in the calculation as well.

Capturing information to be used in IT-system reports

Clarify which roles and IT systems are relevant in the process and define the content for the IT System usage report. There are two options of how to set the information in a process diagram.

The IT System usage report is an XLS file for one or more diagrams outlining the allocation of IT systems to diagrams, tasks and roles.

Capturing Information to be Used in the Document Usage Report

Clarify which documents are in use and define the content for the document usage report. There are two options of how to set the information in a process diagram.

Use the proper direction of the arrow to connect the elements and thus ensure input and output information

Documents

The Document usage report as an XLS file for one or more diagrams describing the assignment of documents to tasks via input and output or attribute.

Documents Matrix

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