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:
Responsible indicates the person who assumes execution responsibility. It shows who is responsible for performing an activity, who actually does the activity, but also who assumes the supervising responsibility.
Accountable indicates the person who is ultimately answerable for the correct and thorough completion of a task. This may be the person in charge of managing the costs, that is, the person assuming project budget responsibility. The decides on and accepts connections are evaluated to identify this responsibility.
Consulted indicates the person who has a consulting role. This organizational unit - typically a group of subject matter experts - is asked for advice before making a final decision or taking final action.
Informed indicates the person who must be informed. It indicates who is kept up to date on the progress or completion of a task.
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.
You can model processes that can be evaluated as a RACI matrix.
Prerequisite
You have the ARIS Connect Designer license privilege.
Procedure (
)
Create a process model.
Use objects and connections that can be evaluated by the RACI matrix.
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.
A RACI matrix displays the activities of a process and the associated organizational responsibilities.
Procedure (
)
Click Application launcher >
Published content.
If your administrator has published multiple databases, select the required database by clicking the current database name next to the database symbol, and then clicking the name of the relevant database.
Click Groups in the Classic or Processes in the Default configuration set.
Show the Navigation bar if it is not visible yet.
In the Navigation, open the group in which the required process is stored.
Click the name of the process for which you want to display the RACI matrix. The RACI fact sheet is shown.
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 . By default, this report does not return any Supportive information. To output this information, your 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
If you are authorized to use multiple databases, select the database containing the contents you want to access.
Click Application launcher >
Published content.
Click Groups in the Classic or Processes in the Default configuration set.
Select the group or process area containing the required model. The content of the selected group or process area is listed.
Click the name of the relevant model.
Click Diagram if you want to display the model graphically.
Click Edit >
Edit model.
Click Application launcher >
Models and objects. The Models and objects view in the repository is opened.
In the database, select the group containing the relevant model. The content of the selected group is listed.
Click the name of the model you want to open.
If you are authorized to use multiple databases, select the database containing the contents you want to access.
Click Application launcher >
Models and objects. The Models and objects view in the repository is opened.
Click Recently used. All models are listed that have recently been changed or created.
Click the tile of the model you want to open.
You can select models in the Published content view and open them for editing in a separate tab.
Prerequisite
You have the ARIS Connect Designer license privilege.
Procedure
Click Application launcher >
Published content.
Click Groups in the Classic or Processes in the Default configuration set.
Navigate to the relevant model.
Click the name of the model you want to edit.
Click Edit >
Edit model. The model opens on an individual tab.
Make the required changes.
Click Save.
Your changes are saved in the model.
If you are authorized to use multiple databases, select the database containing the contents you want to access.
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.
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 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
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
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
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)
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)
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)