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      Assign Roles and Responsibilities

      Micro-Learning: How to Create a Diagram

      1. Identify the key roles.

      Every workflow needs:

        • Current Role – the person responsible for taking the next action.
        • Master Role – an administrator or process owner who oversees approvals.
        • Responsible Role – the person accountable for that object or diagram.

      2. Populate the “Responsible” field.

      Open the diagram or object and make sure the Responsible property lists a valid user or role. Without this, action buttons won’t appear.

      3. Restrict transitions to roles.

      In each transition’s settings, specify who can perform it:

      a.“Only Responsible Role”

      b.“Only Master Role”

      c.“Any Role.”

      This prevents unauthorized actions.