RASCI

The default Responsibility assignment matrix used in Engage Process Modeler is RASCI. There are also other standards like RACI, CAIRO, PARIS, DACI etc. Moreover, their names are different in different languages. Using responsibility setting you are free to specify your own responsibility assignment matrix.

We assume that there are at most 6 responsibility roles, but not all of them must be used. As you can see in the dialog below, the Out of the loop role is not used  for the standard RASCI set.

You can easily specify the RACI set by checking off the Used box of the Support role. The name of the responsibility assignment matrix is always derived from the first letters of the used roles.

By checking on the Out of the loop role and checking off the Support role you will get the RACIO set. This set is often replaced by a more mnemonic name CAIRO obtained by reordering the letters.You can get this setting by reordering roles using blue arrows up and down.

If you want to have DACI set which consists of Driver, Approver, Contributors and Informed then you have to rename some of the roles. In this case, it is natural to rename Responsible into Driver, Accountable into Approver and Consulted into Contributor and to switch off the Support.

You can change the responsibility matrix for your project at any moment, also when some of the responsibility roles are already assigned in the process activities. This will have no impact on the existing role assignment if you only show/hide or reorder the responsibility roles, e.g., if you change from RASCI to RACI or CAIRO. However, if you rename a responsibility role then all roles assigned to the old name will automatically be assigned to the new one. For example, if the Marketing manager was specified as Responsible in the task New Campaign and if you rename Responsible into Driver then the Marketing manager will become automatically the Driver for this task.  

By checking the The default value of 'Responsible' is step roles value check box you will force the Engage Process Modeler to update the value of the role Responsible each time the value of Roles is changed or initiated. This will happen as long the both values are the same. If you change manually the value of role Responsible then the following changes of Roles will not influence the value of the role Responsible anymore.