Responsibilities for Task Assignment

Objective

After completing this lesson, you will be able to understand responsibilities for task assignment

Start with the Basics

BPMN is a powerful notation with many elements, and each of them has a specific meaning.

The BPMN Core Elements

The BPMN core elements consist of flow objects, connecting objects, artifacts, and responsibilities. Flow objects: these elements are the core of every process model. They are used to describe what needs to be done based on which conditions. Connecting objects: these flows are used to connect elements with each other. Artifacts: these are elements which provide additional information to the processes. They're not necessarily required for a successful process execution. Responsibilities: these elements focus on the who in the processes. They are used to define roles, departments, and other responsibilities.

Reading and Creating Process Models

Reading a process is like reading a book. It follows a certain orientation and is read from left to right and top to bottom. Learning BPMN is like learning a language. All the BPMN elements have a specific meaning, like words do. The effort is worth it, as you can speak, and even think, in the language of a process.

Assuming we are hungry, let's create a process using basic BPMN elements to describe what we must do to reach the goal of satisfying our hunger.

What You Need to Create a Process

  • A start event to describe what triggers our process.
  • A sequence flow, which guides us through the process and our tasks.
  • A task to describe what we must do.
  • An end event, which describes the state reached at the end of the process.
In this diagram example the process case starts with a Start Event, labeled Hungry, followed by three tasks: Purchase groceries, Prepare meal, and Eat meal. Each task is a basic activity in the process. The arrows represent the sequence flow between the tasks, showing the flow of the process and connecting elements. The process ends with an End Event, in this example Not hungry anymore!.

The BPMN Token Concept

A process flow is like a marble run but with stops and starts throughout.

Imagine that your business process is a marble run.

Within a process, there are flows that the marble must follow. The only thing that can stop our marble through the process are tasks. Here, the marble must wait until the task is applied. In the end, we must make sure all the flows reach the end event, so the marble can always cross the finish line every time. If the marble doesn't arrive, we know there is something wrong and the flow was interrupted somewhere.

The marble example is an easy way to think about the BPMN concept of a 'token'. In BPMN, our marble is officially called a token. The token concept explains the execution behavior of business processes, no matter how complex they are.

Once you grasp this idea, it really helps to understand business process flows, and especially error messages when you check process execution behavior.

If you think these 'technical checks' aren't important, because your models are not executed by systems, we're here to tell you - they are important.

The same concept applies in:

  • BPMN syntax check (applies whenever you save your diagram).
  • process simulation (where tokens can even be visualized).

If you apply the token concept properly, you can understand any BPMN process model, no matter how complex.

Note

We refer to the token concept throughout the course to explain process examples and elements.
Naming conventions for tasks and events: avoid the passive voice. For example, invoice creation may be more useful for a possible sub-process; or invoice created would be applicable for events, since it states what happened. A task always needs an active voice starting with a verb. For example, create invoice indicates that something is being done (verb + noun).

Whenever multiple people in a company are involved in process modeling, it's important to ensure you are consistent with naming. Fortunately, there are naming conventions for tasks and events to ensure that all BPMN processes follow the same universal style so they are understood around the globe.

Keep in mind that naming conventions for tasks and events are based on Best Practices of BPMN and are therefore not to be recognized as strict policies or rules. You can deviate from it if it is properly justified, meaningful, and also comprehensible for the modelers.

So, how can you name an event properly and consistently? There are conventions, which help you identify the IS state. In practice, potential signal words for naming events are:

  • [demand] occurred.
  • [order] received.
  • [service] available.
  • [invoice] created.
  • ...

You don't need to use the term "is", but it helps to ensure that you are actually describing an IS state.

An active wording indicates an activity, not an event. Therefore, this kind of wording in wrong for events - for example, Process the order or Deliver the product. Events need a passive formulation (something is done/has been reached). Start events should always tell you what triggers the process, end events should tell you what was the objective at this point in time. For example, Order is placed or Product is ready for delivery.
Key takeaways: 1 - Token concept: is a theoretical concept to explain execution semantics of processes. 2 - Start events: define a reached state, which triggers the process. As the naming convention, it is a state in the past. 3 - End events: define a state, reached by completing the process. The naming convention is a state in the past. 4 - Tasks: define basic activities in processes. To adjust to the naming convention, it has to be verb + noun style.

Task Assignment Responsibilities

Business tasks are performed by resources, either manually or technically.

Following in the real world, BPMN uses another easy-to-remember concept for modeling purposes called Pool and Lane. This concept is used to model responsibilities in business processes. The lanes can be compared to a swimming pool as swim lanes - as they actually look like them.

The pool and lane concept allows you to assign tasks to responsibilities,rather than the other way around. This makes more sense because every task is performed by someone, and assigning the same person to multiple tasks every time is cumbersome (which was the case in notations such as EPC).

Who Is Responsible?

This is an example of an organization ACME G.A., represented by a pool. It has two departments, Sales and Finance, both represented by (Swim) lanes inside the pool.

A Pool usually represents the whole organization in which the process takes place.

Lanes represent the actual responsibility for applying tasks, which can be a role, department, position, and even a named person (not recommended).

Responsibilities in Process Models

In general, each lane of a pool is responsible for applying all assigned tasks. Since the sequence flow connects the task, a crossing of lane can also be considered as a handover of information and responsibility of execution. Therefore, participants must interact and communicate with each other.

The usage of pools and lanes is explained with the following story of Tim and Robert, two mates who share an accommodation.

A Sad Story of a Dinner...

Tim found a new recipe on the internet. However, Tim can't cook very well. Fortunately, his flat-mate Robert loves to cook and is happy to try the new recipe. However, after cooking the delicious dinner, Robert was so hungry that he could not wait any longer for Tim (who was on a call with his mum). So, he started eating dinner alone.

Tim (Lane):

  • buys groceries

Robert (Lane)

  • prepares dinner
  • eats dinner (Tim is not involved)
This diagram depicts a shared accommodation scenario, represented by a pool, and divided in two lanes, Tim and Robert. As for the process, the start event is New delicious recipe found by Tim, and his first task Buy groceries. Then the process flow moves to Robert's lane, as he prepares the dinner, and eats the delicious dinner. The process ends with the recipe added to favorites.

...with a Good Ending

While Robert was already eating, Tim has smelled the dinner during his phone call and went to the kitchen - just in time! Now, they can both eat together.

Robert (Lane)

  • prepares dinner
  • eats dinner

Tim (extra process participant)

  • is also involved into the task 'eat dinner'
The same example is being used here, this time adding Tim as an extra process participant to the Eat delicious dinner task.

Conclusion

Let's conclude what we have observed in our dinner eexample:

  • Responsibilities (Lanes) belong to one organization (Pool), in our example: the shared accommodation
  • Responsibilities for tasks can be visualized in process models:
    • through lanes.
    • through extra process participants.

Although more participants are assigned to tasks, there must be one major responsibility owning this task. You can think of a person who makes sure all other assigned participants get together.

Note

The additional participant is an SAP Signavio specific element, to be used in BPMN process modeling. It doesn't belong to the official set of elements in the BPMN 2.0 notation.

Naming Conventions for Pools and Lanes

Find below the possibilities of naming conventions for Swimlanes. All the naming styles used in this picture are correct and can be used also in combination, even though the "Person" style must be avoided if possible.

The naming conventions for pools and lanes consist of: Role (Process based): named after a specific role in the process. The advantage is that the role can stay the same, but different people can fulfill that role. Person: named after a specific individual (for example, Ms Clark). This is not recommended, since this individual can leave the company, be on holidays, or just not be available. Organizational unit: this lane is named after an organizational unit (for example, Finances). This works best for tasks where there is no clear accountability for a specific role or person. Position or Job role: named after a specific job role, for example, Head of Finances. This allows to give tasks a direct accountability to a specific person in a specific position. Should only be used for this purpose.

Note

Using named person for defining responsibilities is not recommended, as names are subject to change and increase the level of maintenance for all affected processes.

Best Practice: Use process-related roles instead.

Key Takeaways - Responsibilities

Key takeaways: 1 - Swimlanes: represent roles and responsibilities in the process. 2 - Pools and lanes: they can be divided into pools (organization/organizational units) and lanes (departments/individuals/roles). 3 - Naming conventions: names of individuals is not recommended, but using roles or organizational units instead.

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