How to Implement the RACI matrix using Comala Document Management Workflow

Owned by Adriana Hernandez
Last updated: Jul 08, 2024 by Amith Mathur
2 min read

The MATRIX RACI is a project management tool that clearly defines roles and responsibilities using the Responsible, Accountable, Consulted, and Informed (RACI) framework. It ensures clarity, accountability, and efficient progress by assigning specific roles to team members for each task.

How to Implement the RACI matrix

  1. The following Comala Document Management workflow can be used to implement the RACI matrix.

    1. {workflow:name=Matrix RACI |label=matrix2} {state:Open|colour=#4A6785|submit=Major Review|updated=Open} {state} {state:Major Review|approved=Approved|updated=Open} {approval:Responsible|group=&@Responsible@} {approval:Consulted|group=&@Consulted@} {approval:Accountable|group=&@Accountable@} {approval:Informed|group=&@Informed@} {state} {state:Approved|final=true|updated=Open} {state} {workflow}

  2. Each page should have a table inside the Confluence page properties macro with the columns Responsible, Accountable, Consulted, and Informed. This format can later be automated using a Confluence page template applying labels in this case the matrix2 label.

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  3. The roles assigned to each column should be defined using Confluence groups. For example, you could have the ‘ceo,''cto,’ and 'coo' groups and add the corresponding user to each group. These groups should be added to each of the column values; it can be a single role or multiple roles per column.

  4. After completing these column values, the users will be automatically assigned to approve each of their corresponding approvals.

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  5. Finally, to see the full RACI matrix, apply the page properties report Confluence macro to a page (it can be the home page) and use the corresponding label (for example: matrix2) to bring the values from each of the pages.

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