RACI matrix

Using the RACI matrix you can represent and analyze the responsibilities that exist within a process. RACI is short for Responsible, Accountable, Consulted, and Informed.

The matrix shows which organizational unit participates in activities of a process and in what manner:

If you use the corresponding objects and connections in the process models, these can be evaluated using the RACI matrix, which is output in ARIS.

If you want to create satellites for RACI using satellite modeling, please make sure that the appropriate content type set is activated, for example, Default set.

Create process model for RACI matrix

You can model processes that can be evaluated as a RACI matrix.

Prerequisite

You have the ARIS Connect Designer license privilege.

Procedure (quick video)

  1. Create a process model.

  2. Use objects and connections that can be evaluated by the RACI matrix.

  3. Save the process.

You have modeled a process for which the relevant responsibilities can be represented using a RACI matrix.

You can also create content for a RACI matrix that is not displayed in the model.

Display RACI matrix

A RACI matrix displays the activities of a process and the associated organizational responsibilities.

Procedure (quick video)

  1. Click Application launcher Application launcher > Published content Published content.

  2. If your administrator has published multiple databases, select the required database by clicking the current database name next to the Database database symbol, and then clicking the name of the relevant database.

  3. Click Groups in the Classic or Processes in the Default configuration set.

  4. Show the Navigation Navigation bar if it is not visible yet.

  5. In the Navigation Navigation, open the group in which the required process is stored.

  6. Click the name of the process for which you want to display the RACI matrix. The RACI fact sheet is shown.

  7. Click RACI.

The RACI matrix is displayed for the process model you have selected. The functions of the process are arranged in rows, the organizational elements are arranged in columns. In the portal, process participations are displayed by default as a RACI matrix in the Classic and Default view. Instead of RACI, you can also configure the matrix as RA(S)CI matrix. Please contact your local Software AG sales organization.

You can use the RA(S)CI - Output organizational participations in processes report to output the RACI matrix in Microsoft® Excel format from an open process model. By default, this report does not return any Supportive information. To output this information, your script administrator must set the g_bRASCI variable to true.

You can open models in different ways.

Prerequisite

  • You have the ARIS Connect Designer license privilege.

  • The model type is allowed by the method filter in use.

Procedure

  1. If you are authorized to use multiple databases, select the database containing the contents you want to access.

  2. Click Application launcher Application launcher > Published content Published content.

  3. Click Groups in the Classic or Processes in the Default configuration set.

  4. Select the group or process area containing the required model. The content of the selected group or process area is listed.

  5. Click the name of the relevant model.

  6. Click Diagram if you want to display the model graphically.

  7. Click Edit Edit > Edit model Edit model.

  1. Click Application launcher Application launcher > Models and objects Models and objects. The Models and objects view in the repository is opened.

  2. In the database, select the group containing the relevant model. The content of the selected group is listed.

  3. Click the name of the model you want to open.

  1. If you are authorized to use multiple databases, select the database containing the contents you want to access.

  2. Click Application launcher Application launcher > Models and objects Models and objects. The Models and objects view in the repository is opened.

  3. Click Recent changes Recently used. All models are listed that have recently been changed or created.

  4. Click the tile of the model you want to open.

You can select models in the Published content Published content view and open them for editing in a separate tab.

Prerequisite

You have the ARIS Connect Designer license privilege.

Procedure

  1. Click Application launcher Application launcher > Published content Published content.

  2. Click Groups in the Classic or Processes in the Default configuration set.

  3. Navigate to the relevant model.

  4. Click the name of the model you want to edit.

  5. Click Edit Edit > Edit model Edit model. The model opens on an individual tab.

  6. Make the required changes.

  7. Click Save Save.

Your changes are saved in the model.

  1. If you are authorized to use multiple databases, select the database containing the contents you want to access.

  2. Click the Search field and enter a term that is included in the model name. The search results list all models that have the term in their name.

  3. In the Models category, click the name of the model you want to open.

The model opens on a separate tab.

The administrator roles described in the following are defined via various privileges at the server and database level. Depending on the roles assigned to the administrators they can carry out specific functions.

superuser

The user superuser is created automatically. By default, this user is assigned the User management, License management, and Configuration administrator function privileges. This user can also enable this function privilege for other users. Users of the superuser type do not use up a license. They manage the system administration, but cannot use ARIS products due to license restrictions. The default password is superuser. You should change the default password to prevent unauthorized access. The password of the superuser is very important, as it is the only user who cannot be deleted. You can change all user data except for the user name. The superuser can recreate the other default users (system, arisservice, guest) if they were deleted.

system

The system user system assumes the administrator role of the system administrator and has all function and access privileges in all databases of a tenant. Authorized persons can use this emergency user to log in to any database, even if you are using an external system, such as LDAP, for authentication.

The name system cannot be changed. The System user check box for this user (Function privileges properties page in ARIS Architect) cannot be disabled either. You should immediately change the password manager to prevent unauthorized access.

To avoid problems, you should create additional system users. Having more than one system user can avoid problems, for example, if one system user has forgotten his password. If you forgot the passwords of all your system users, the full range of functions is no longer available and full data access is no longer possible.

The following administrator roles are defined:

Database administrators

Database administrators require the Database administrator function privilege in ARIS Administration. Users with this role have all function and access privileges and can edit data of all databases of the client.

Database administrators perform the following tasks at the server level:

  • Create databases

  • Delete databases

  • Backup databases

  • Restore databases using backups

  • Reorganize databases

Users with defined function privileges can perform additional actions at the database level.

Configuration administrators

A Configuration administrator requires the Configuration administrator function privilege in ARIS Administration.

They perform the following tasks:

  • Define the modeling conventions and adapt the appearance to match the corporate design of the company.

    • Create filter

    • Arrange attributes for attribute editing

    • Change object symbol sorting

    • Import filters

    • Export filters and templates

    • Create templates, Create templates

    • Import templates

    • Create languages

    • Create font formats

  • Define the contents of ARIS Method that are available in the database.

    • Create model types

    • Derive model types

    • Derive object symbols

    • Create attribute type groups

    • Create attribute types

    • Create attribute type symbols

    • Define symbols for an attribute value

    • Define symbols for alternative attribute values

  • Change configurable method names in multiple languages

Script administrators

Script administrators require the Script administrator function privilege in ARIS Administration.

Script administrators perform the following tasks:

  • Write report scripts

  • Define report scripts (design view)

  • Delete scripts

  • Define rules (semantic check)

  • Define rule types (semantic check)

  • Define profiles (semantic check)

  • Define macros

  • Export scripts

  • Import scripts

  • Import script template

  • Export script template

  • Transfer custom or modified scripts of previous ARIS versions

Publisher administrators

Publisher administrators require the Publisher administrator function privilege in ARIS Administration.

Publisher administrators perform the following tasks:

  • Create Publisher export

  • Update Publisher export

  • Delete Publisher export

Analysis publisher

Analysis publishers require the function privilege of the same name in ARIS Administration.

Analysis publishers perform the following actions:

  • Publish queries

  • Unpublish queries

  • Publish ad hoc analyses

  • Unpublish ad hoc analyses

Analysis administrators

Analysis administrators require the function privilege of the same name in ARIS Administration.

Analysis administrators perform the following actions:

  • Export query

  • Import query

  • Export ad hoc analysis

  • Import ad hoc analysis

  • Back up analysis and queries

  • Restore analyses and queries

Diagrams used for a RACI matrix

A RACI matrix can be based on the following diagrams:

  • EPC (API name MT_EEPC)

  • EPC (column display) (API name MT_EEPC_COLUMN)

  • EPC (material flow) (API name MT_EEPC_MAT)

  • EPC (row display) (API name MT_EEPC_ROW)

  • EPC (table display) (API name MT_EEPC_TAB)

  • EPC (horizontal table display) (API name MT_EEPC_TAB_HORIZONTAL)

  • BPMN collaboration diagram (BPMN 2.0) - (API name MT_BPMN_COLLABORATION_DIAGRAM)

  • BPMN process diagram (BPMN 2.0) (API name MT_BPMN_PROCESS_DIAGRAM)

  • Enterprise BPMN collaboration diagram (API name MT_ENTERPRISE_BPMN_COLLABORATION)

  • Enterprise BPMN process diagram (API name MT_ENTERPRISE_BPMN_PROCESS)

  • Function allocation diagram (API name MT_FUNC_ALLOC_DGM). This model must be assigned to a function.

  • Value-added chain diagram (API name MT_VAL_ADD_CHN_DGM)

Objects used for a RACI matrix

The following objects of a process are evaluated by a RACI matrix:

  • Function (API name OT_FUNC)

  • Group (API name OT_GRP)

  • Organizational unit (API name OT_ORG_UNIT)

  • Organizational unit type (API name OT_ORG_UNIT_TYPE)

  • Person (API name OT_PERS)

  • Role (API name OT_PERS_TYPE)

  • Position (API name OT_POS)

Connections used for a RACI matrix

The following connections between organizational elements and functions are evaluated by the RACI matrix:

Responsible (R)

  • carries out (API name: CT_EXEC_1)

  • carries out (API name: CT_EXEC_2)

Accountable (A)

  • decides on (API name: CT_DECD_ON)

  • decides on (API name: CT_DECID_ON)

  • accepts (API name: CT_AGREES)

Consulted (C)

  • is technically responsible for (API name CT_IS_TECH_RESP_1)

  • is technically responsible for (API name CT_IS_TECH_RESP_3)

  • has consulting role in (API name CT_HAS_CONSLT_ROLE_IN_1)

  • has consulting role in (API name CT_HAS_CONSLT_ROLE_IN_2)

Informed (I)

  • must be informed about (API name: CT_MUST_BE_INFO_ABT_1)

  • must be informed about (API name: CT_MUST_BE_INFO_ABT_2)

  • must be informed on cancellation (API name: CT_MUST_BE_INFO_ON_CNC_1)

  • must be informed on cancellation (API name: CT_MUST_BE_INFO_ON_CNC_2)

If RA(S)CI was set, the following connections are additionally available:

Supportive (S)

  • contributes to (API name CT_CONTR_TO_1)

  • contributes to (API name CT_CONTR_TO_2)