Using Responsibility and Usage Reports

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

• Responsibility Assignment Matrix (RACI)
• Responsibility Handovers Matrix

Both reports are categorized as Responsibility Reports.

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

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

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

After we’ve mapped the attributes in the process, the data is transferred to the report and neatly displayed in an .XLS file.

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.

• 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, through a custom-defined attribute, as a dictionary entry. If custom attributes linked to organizational dictionary entries have been defined, they’re also included in the calculation.

• Capturing information to use 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.

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.

To connect the elements, and therefore ensure input and output information, use the proper direction of the arrow.

The screenshot shows a document usage report as an XLS file for one or more diagrams, describing the assignment of documents to tasks by input and output, or attribute.

In the following video, you can see how to create responsibility and usage reports.