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RACI-VS Tasks

The RACI-VS Tasks is a feature that allows users to create a task and assign roles that will check each stage of the task until it is completed and signed off.

Key Term:
  • Product Information Management (PIM): facilitates the central management and maintenance of an enterprise’s product data, content or any related information.
Description:
  • This feature allows users to create tasks and assign the checking of the task to users using different roles.
  • The role assigned to a user can be one of the following: Responsible, Accountable, Consulted, Informed, Verifier, and Sign off. These roles have different levels of rights and permissions in the system. The life cycle of a task also depends on the decision of the user assigned to a specific role.
Related topics:
Application:
  • The review and approval of tasks can be assigned to the roles (roles may then be assigned to users). Each role will have its set of rights and permissions in the system. The task flow explains the various stages of a task starting from Planned (initial status) until Signed off. It also shows the different roles in charge of validation before the task is endorsed to the next step. Refer to the Task Flow image in the How to do section.

How-to: RACI-VS Tasks

To do this feature, follow these steps:


  1. Go to PIM and select a product.
../../../../../_images/racivstasks_gotoPIM.PNG


  1. Click on the Tasks tab to create a new task.
../../../../../_images/racivstasks_clickonthetasktab.PNG


  1. Select the Content Level task.
../../../../../_images/racivstasks_clickonthecontentleveltask.PNG


  1. Click on Add New Task button to create a new task.
../../../../../_images/racivstasks_clickontheaddnewtaskbutton.PNG


  1. Enter the name of the new task then click on the Save button.
../../../../../_images/racivstasks_enterthenameofthenewtask.PNG


  1. Select the users for the roles in the tasks then click on the Save button.
../../../../../_images/racivstasks_selecttheusers.PNG

../../../../../_images/racivstasks_selecttheusers2.PNG


Note: The task flow (including the roles involved) is shown below:

../../../../../_images/racivstasks_taskprocessflow.PNG


  1. The user who created the task, by default, is the Accountable user. The Accountable user can change the task from Planned to the Ready state.
../../../../../_images/racivstasks_plannedtoready.PNG


  1. Once in the Ready state, the Responsible user acknowledges the task and sets it to either Declined or In Progress.
../../../../../_images/racivstasks_oncethereadystate.PNG


  1. When the task is completed by the Accountable user, the Responsible user acknowledges and sets the status to Done.
../../../../../_images/racivstasks_whenthetaskiscompleted.PNG


  1. Once the status is Done, the Verifier checks the completion of the task and can set the status back to In Progress. If there are no changes, the Verifier endorses it to Verified status.
../../../../../_images/racivstasks_oncethestatusisdone.PNG


  1. If the Verifier sets it back to In Progress, the Accountable user will have to ensure the completion of the task again so that the Responsible user can set it to Done and then, the Verifier will validate. If the status is set to Verified, move to the next step.
../../../../../_images/racivstasks_iftheverifiersetsitback.PNG


  1. Once Verified, the Sign-off user can set it back to In Progress wherein the cycle will restart. If everything is good, the Sign-off user can set it to Signed off.
../../../../../_images/racivstasks_onceverified.PNG


  1. If Signed off, the final status will look like the image shown below:
../../../../../_images/racivstasks_thefinalsignoff.PNG

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Last updated: Jul 27, 2018

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