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

Handover of responsibilities in a BPMN diagram

Handover of responsibilities in a BPMN diagram EPC diagram

Handover of responsibilities in a BPMN diagram EPC 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 such a report. The responsibility handovers matrix calculation considers pools and lanes and, in case of EPC, attached roles, and also 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.

    Create a responsibility handovers matrix.

  • The “Responsibility handovers matrix (XLS)” dialog opens up.

  • If a diagram was selected during step one, it is already chosen now. You can also choose other diagrams to create a responsibility handovers matrix for them.

    Start the analysis.

    Start the analysis.

  • Click Start analysis.

  • Open the new document, e.g. with Microsoft Excel ®. An assignment matrix will be shown, displaying who hands over which responsibilities to whom.

    This is what a responsibility handovers matrix looks like.

    This is what a responsibility handovers matrix looks like.

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