Responsibility handovers matrix report

When different roles or organizations participate on processes, the process flow gets handed over from one participant to another at defined places. These roles are represented as pools and lanes in BPMN 2.0 process diagrams. Event-driven process chains (EPC) use attached roles, positions and organizations. A responsibility handover can be either a sequence or an information flow.

Handover of responsibilities in a BPMN diagram

The Responsibility handovers matrix report creates an Excel file that contains information for each diagram that is included in the report. The responsibility handovers matrix calculation considers pools, lanes, and in case of Event-driven process chains (EPC), the attached roles, as well as links to organizational dictionary entries.

An example of a responsibility handovers matrix

This section explains how to generate a Responsibility handovers matrix report for a BPMN 2.0 process diagram. These steps also work for Event-driven process chains (EPC).

  1. Open the explorer and click Reporting > Responsibility handovers matrix.

    The Responsibility handovers matrix dialog opens.

  2. Select one or more diagrams to include in the report.

  3. Select the required language of the report.

  4. You can select the following options:

    • Use merged cells in output spreadsheet

    • Export file as .XLS (Excel 97) options.

  5. Click Start analysis.

    The Responsibility handovers matrix report generates. The file is saved to your browser's download folder.

  6. The Responsibility handovers matrix report displays the Responsibility Handovers, Internal Handovers, and External Handovers for the selected diagrams. Select the required tabs to view the information.

If custom attributes linking to organizational dictionary entries were defined, they are included in the calculation.