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:

  1. Click on Function
  2. Type the position title (you will be typing over the text in gray)
  3. Then click on "(job title) create", below to confirm
  4. If the text turns red, it did not save. Click on the text again to confirm your addition. 
  5. Next, click on Employee 
  6. 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:

  1. Click on the text you would like to edit
  2. Triple Click to highlight all of the text or use the delete key
  3. Type in new Function or Employee
  4. Confirm addition by clicking your text in the drop-down below

Editing Roles:

  1. Hover over the Role
  2. Click the gray X that appears to the right to delete the role.
  3. OR- click on the role to populate your cursor and make changes to the existing role. 

Edit Function (position title) WITHOUT changing roles:

  1. Navigate to your Accountability Chart (click AC or click People in black banner)
  2. Click the tools icon on the top left- a new tab will open in your browser
  3. Click the pencil icon next to the Function
  4. Make changes and click 'OK'
  5. Close the "Manage Positions" tab
  6. Your function title will be updated on the AC. Please refresh if you do not see the change. 

Printing the full AC:

  1. Click AC in the black banner
  2. Click the printer icon on the top left
  3. Choose your options
  4. 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:

  1. Hover over the box you would like to print (no need to expand it, you can leave it collapsed and gray).
  2. Click the printer icon
  3. Leave 'All Children' selected to include all direct reports.
  4. If you have many branches under the department you are printing, select Department per Page 
  5. Select Scale to One Page (if your PDF comes out illegible, un-check this option and try again)
  6. Click 'OK' and save/print the PDF of your AC

 

MM 3/1

  • 140
  • 01-Nov-2018
  • 1960 Views