How to Generate a RACI Chart for your Business Process Diagram

The BPMN Business Process Diagram visualizes the business workflow in a graphical way which is easy to be understood by anybody. Besides the workflow, it also tells the responsibility of a particular role in the company, i.e. who is doing what. But in the real situation, the task probably is not done by a particular role alone, participant may need to consult others or inform others when performing a task. This important information is also critical to the workflow but cannot be seen in the business process diagram. With Visual Paradigm, we can make use of the RACI chart to fill these information. In this tutorial, we will show you how to generate the RACI chart from your business process diagram using Visual Paradigm and how to share your RACI chart with your colleagues by using the PDF report.

December 5, 2013
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Edition: Standard or above (Edition comparison)

What is RACI Chart?

RACI chart is a matrix that presents the different responsibilities of people, teams, department or any other business units in completing business activities for a business process. A typical RACI chart involves rows of participants and columns of business activities. Cells, when appropriate, are marked with letters R, A, C or I, with each of them representing a specific kind of responsibility. Here is a description of RACI:

R - Responsible. Participant does something to achieve a specific business activity.

A - Approver. Participant who verifies the completeness and correctness of business activity.

C - Consulted. Participant who gives advice on business activity.

I - Informed. Participant who is kept updated on the progress on business activity.

Preparation

In order to perform the steps in this tutorial, make sure you have Visual Paradigm downloaded and installed. Visual Paradigm Standard Edition or above is required in this tutorial.

You also need to download the sample project with BPD, which will be used to demonstrate the generation of RACI chart throughout this tutorial.

Now let's start to create our RACI chart from our business process diagram.

Generate RACI Chart from Business Process Diagram

  1. Open the sample project online_shop.vpp. The sample project contains a simple business process diagram named Online Shop.
    01 BPD
  2. We need to produce a RACI chart from this business process diagram to describe the responsibilities of the three participants - Sales Officer, Manager and Delivery Staff. All you need to do is to right click on the background of the business process diagram and select Utilities > Generate RACI Diagram from the popup menu.
    02 generate raci
  3. A RACI chart is immediately formed by evaluating the workflow in the business process diagram. A participant is said to be 'responsible' for a task when that task is placed inside the participant pool in business process diagram. In such case, the cell is marked with 'R'.
    03 raci generated
  4. As mentioned above, there are totally 4 kinds of responsibility you can describe by using RACI chart. Other than Responsible ('R'), we have Approver ('A'), Consulted ('C') and Informed ('I'). Let's fill in the RACI chart with other kinds of responsibilities.
    Let's say the Enter Order task will need to get approval form Manager, we can record this by right clicking on the cell and select Approver from the popup menu.
    04 apply approver
  5. Suppose Delivery Staff needs to inform Sales Offer when he delivers the orders, we can right click on the cell and select Informed from the popup menu to record this.
    05 apply informed
  6. We can specify the color of each of the code to make the RACI chart easier to read. To specify the color of the code, right click on the code at the bottom of the chart and select Configure %code% from the popup menu.
    06 config code
  7. In the Configure Code Type dialog, press the ... button in the Color field to change its color.
    07 change color color
  8. You can also change the color for other codes in the Configure Code Type dialog.
    08 change other code
  9. Press OK once you have finished specifying the color and responsibility of each participant with colored code shown in the chart.
    09 chart with color

Generate RACI Chart into PDF Report

Once you have completed the RACI chart, you can export it into PDF report and share it with your colleagues. To create report for your RACI chart:

  1. Go to Diagram > Report to create a Report Composer.
    10 create report composer
  2. We first select our Online Shop diagram under Business Modeling > Business Process Diagram in Diagram Navigator, drag out the Online Shop diagram and drop it into Report Composer.
    11 drag n drop diagram
  3. Now the image of the business process diagram is showing in the document.
    12 diagram in report
  4. Next we select the Online Shop RACI Diagram under Impact Analysis > Chart Diagram. Drag out the Online Shop RACI Diagram from Diagram Navigator and drop it into Report Composer.
    13 drag out raci
  5. Now the RACI chart is added to report by following the business process diagram.
    14 raci in report
  6. Press Export > PDF Report... at the top right hand corner of Report Composer.
    15 export report
  7. Specify the path for outputting the PDF file in the Output path field.
    16 specify output path
  8. Switch to Cover Page tab and change the Title of the report to Online Shop RACI Chart.
    17 specify title
  9. Press Export button to export the report into PDF document. And you can now share it with your colleagues.
    18 exported pdf

Resources

  1. online_shop.vpp

What this tutorial on YouTube

Related Links

  1. User's Guide: Creating RACI Chart
  2. Ad-hoc Report Development with Report Composer

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Comments (3)

written by Natasha on July 25, 2014

Does the Modeler edition give the option of automatic creation of RACI diagram?

written by Rain Wong on July 26, 2014

The generation of RACI is supported in Standard Edition or above.

written by Angus Chan on August 1, 2014

The creation of RACI diagram supported by Standard Edition or above.

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