LP3: RACI Assignments

Introduction: 

This guide is to explains what RACI is and the way it works within E-flow.

What is RACI?

RACI is an acronym derived from the four key responsibilities most typically used: Responsible, Accountable, Consulted, and Informed.

The following Assignments can be set at the Activity Template level by a System Administrator

• Accountable
• Consulted
• Informed

All four RACI assignments can be set for an individual Task within the Activity Template by a System Administrator. This may be required for users who should not be assigned to the full list of tasks in the Activity Template but to a select few tasks.

What shows up in My Activities?

A user with any RACI assignment at the Activity level will see the Activity in the My Activities page whilst the Activity is running or paused.

A user with any RACI assignment at the Task level will see the Activity in the My Activities page whilst the Task is running or paused.

Responsible:

The RACI Responsible assignment is the person that does the work to achieve the task. They can only be set at the task level and not the Activity Template level

A user assigned as RACI Responsible on a Task will receive a task notification for each task they are assigned as Responsible. The task notification contains a link to access the task directly (login or active session required).

Accountable:

The Accountable user is the one ultimately answerable for the correct and thorough completion of the Activity or task but are not required to complete any work/tasks. They must be able to get to, be informed of, and be able to manage Activity.

A user assigned as RACI Accountable on an Activity will see running task(s) belonging to the Activity in the Activity Snapshot page where they can Send Reminders to task 'responsible' assignees.

Consulted:

Consulted users are required to be able to give input on the activity in the form of comments or annotations - typically they are Subject Matter Experts; They need to see the activity, but are not required to complete work or manage activity.

The Consulted assignment can be used for Approvals only. A Consulted assignee on an approval step will receive an email inviting them to review the asset. They can add annotations and markup on asset approvals however they cannot provide an approval verdict. 

Note: Consulted assignees do not receive tasks into their task list as they are not responsible to complete the task.

If the approval step completes before they have had an opportunity to review the asset, they will be informed via email that they are not longer 

Informed:

Informed users need to know what's happening with the activity, but can't influence it in any way.

A user assigned as RACI Informed on an Activity will see running task(s) belonging to the Activity in the Activity Snapshot page where they can Send Reminders to task 'responsible' assignees.

Email Notifications:

A user assigned as RACI Responsible on a Task will receive a task notification for each task they are assigned as Responsible.

If the user performing a cancel/delete/pause/resume action on the Activity checks the 'Send cancellation email to assignees' checkbox, any active RACI assignees tasks will receive an email informing them of the action that has taken place.

Summary:

Below is a summary of privileges that each RACI level provides.