Generating responsibility handovers matrices

If there are different roles or organizations participating in one process, the process flow will be handed over from one participant to another at well-defined places. Those roles are represented as pools and lanes in BPMN 2.0 process diagrams. Event-driven process chains (EPC) use attached roles, positions and organizations.


Handover of responsibilities in a BPMN diagram

However, a responsibility handover can be either a sequence or an information flow.

The functionality described here creates an XLS file for each diagram that is included in the report. The responsibility handovers matrix calculation considers pools and lanes and, in case of EPC, attached roles, as well as links to organizational dictionary entries.

This chapter explains how to generate a responsibility handovers matrix for a BPMN 2.0 process diagram. However, the process is the same with EPC.

  • (optional) Select a diagram

  • Click Reporting, then Responsibility handovers matrix (XLS) in the top drop-down menu.


    Create a responsibility handovers matrix

  • The the system opens the Responsibility handovers matrix (XLS) dialog.

  • If a diagram was selected during step one, it will already be selected. You can also select additional diagrams to be included.


    Start the analysis

  • Click Start analysis.

  • Open the new document. An assignment matrix will be shown, displaying who hands over which responsibilities to whom.


    An example of a responsibility handovers matrix


If custom attributes linking to organizational dictionary entries were defined, those will be included in the calculation as well.