Creating a RACI chart for business process

1. Download Repair Plan.vpp from this tutorial beforehand and open the project with BP-VA.
2. We'll create a RACI chart based on the following business process diagram, Product Repair:
   
3. Right click on Chart Diagram on Diagram Navigator and select New Chart Diagram from the pop-up menu.
   
4. Name the chart diagram as Repair Plan.
   
5. Apart from the built-in RACI chart, you can configure your own type of chart, or modify an existing chart by clicking the ... button next to Code Type.
   
6. Let's change the color of the roles in the RACI chart. We change Responsible to blue by clicking Responsible on the clicking the ... button next to Color cell, and select Blue from the pop-up menu.
   
7. Next, define the color for other roles as the table shown below:
   

   Name	Color
   Approver	Red
   Consulted	Green
   Informed	Orange

8. Click OK button.
9. Select a model element type for row and column respectively to identify which participant is involved in an activity. Select Lane for row and Task for column.
   
10. Click OK button.
11. You can then assign the role for each participant by right clicking on the cell and select the role from the pop-up menu. Let's assign IT Support to be responsible for Analyze the problem. Right click on the cell and select R: Responsible from the pop-up menu.
    
    Alternatively, you can then assign the role to participants by clicking Mark Code to Cell button on the top of chart.
    
    When the roles reveal, click the role and select the target cell or even a few cells simultaneously to assignment. Let's assign IT Support to be informed for Repair product and Visit the customer, Accounting Department to be informed for Contact the customer for refund and Repairman to be informed for Arrange repair. Click Informed on the top of chart and click on the target cells accordingly as the image shown below:
    
12. Assign the roles to all participants following the table below:
    

    Participant	Task	Role
    IT Support	Arrange repair	Responsible
    	Contact the customer for pickup product	Responsible
    	Contact the customer for refund	Approver
    Repairman	Analyze the problem	Consulted
    	Contact the customer for pickup product	Consulted
    	Contact the customer for refund	Consulted
    	Repair product	Responsible
    	Visit the customer	Responsible
    Customer Service	Analyze the problem	Approver
    	Arrange repair	Approver
    	Contact the customer for pickup product	Approver
    	Contact the customer for refund	Responsible
    	Repair product	Approver
    	Visit the customer	Approver

    
    You can clear a cell by clicking Clear button on the top of chart diagram and then clicking on the target cell.
    
    If you modify the source business process diagram, you can click Refresh button to refresh the content of target chart.
    
    A complete chart diagram is shown as below:
    

Resources

1. Repair Plan.vpp