Accountability Chart- how to add users, edit positions and roles and print
[For the March 2018 Traction Tools release. Visit here for up-to-date information.]
How to add a Function and Employee to the Accountability Chart:
Click on Function
Type the position title (you will be typing over the text in gray)
Then click on "(job title) create", below to confirm
If the text turns red, it did not save. Click on the text again to confirm your addition.
Next, click on Employee
Begin typing the Employee name
If the Employee is already in Traction Tools, select a name as it auto populates
If the Employee needs to be added, click "Employee name (Create User)" below your entry
A new dialog box will open to add the user; please read the note below for important details
NOTE: When adding a new Employee to the Accountability Chart, you have the option to make them a user in Traction Tools or add them to the Accountability Chart only. If your intention is to create a new paid user in Traction Tools, add the Employee email address and navigate to the 'Manage Organization' section to send the invite. Otherwise, follow the directions below to add a Placeholder user. You can add an email address in the future if you would like to add the person as a user to Traction Tools.
Adding Placeholder users to the Accountability Chart:
Click AC in the menu bar
Click 'Employee' in one of the boxes on your AC
Type in the employees first and last name
From the drop-down below, click on their name + (create user) to confirm you want to add them to this function on your AC
The 'Add User' box will pop up
Do not enter the email address
Check the box that says 'Placeholder User' and click 'OK'
Your employee has been added to the AC- they will not receive an invite to Traction Tools and you will not be charged for them.
Note: Placeholders are free users; Placeholders require no email address; Registering this user removes placeholder status
Editing existing Functions and Employees:
Click on the text you would like to edit
Triple Click to highlight all of the text or use the delete key
Type in new Function or Employee
Confirm addition by clicking your text in the drop-down below
Hover over the Role
Click the gray X that appears to the right to delete the role.
OR- click on the role to populate your cursor and make changes to the existing role.
Edit Function (position title) WITHOUT changing roles:
Navigate to your Accountability Chart (click AC or click People in black banner)
Click the tools icon on the top left- a new tab will open in your browser
Click the pencil icon next to the Function
Make changes and click 'OK'
Close the "Manage Positions" tab
Your function title will be updated on the AC. Please refresh if you do not see the change.
Printing the full AC:
Click AC in the black banner
Click the printer icon on the top left
Choose your options
Click OK to view a PDF of your AC
Scale to One Page: Will fit your Accountability Chart to one page. This may not be the best option to use along with 'Full Chart'. If you have a large AC, it will not be legible.
Compress Chart: Will move the boxes from being in a horizontal row, to being stacked vertically in order to save space.
Department per Page: This is a convenient option to print each department and the direct reports onto its own page.
Full Chart: Includes entire AC
Only Visible: Includes only the part that is currently expanded on your screen.
Print a Specific Department:
Hover over the box you would like to print (no need to expand it, you can leave it collapsed and gray).
Click the printer icon
Leave 'All Children' selected to include all direct reports.
If you have many branches under the department you are printing, select Department per Page
Select Scale to One Page (if your PDF comes out illegible, un-check this option and try again)