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Role Allocation Status Report

Show the under, over and adequate allocation of roles and responsibilities in processes and value streams.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a year ago

This report will show the allocation of roles and responsibilities, both at the process/value stream level as owners, and their use in activities. This will help organise and balance the workload, as well as being a useful tool to assist in the planning of organisational changes.

As an administrator or a user with the view report permission, you can view and export the role allocation status report. This report will only show the roles and responsibilities associated to the company you are currently in.

To view the Report:

  1. Click on Reports in the left navigation menu

  2. Click on the Role Allocation Status button

To export the report, click on one of the export file types to export to your chosen file. The file can be found in your downloads folder on your device.

To change the colours and labels of the allocation statuses, click here...

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