Responsibility roles

Add a responsibility role

Change and delete a responsibility role

Responsibility roles are used to allow multiple people to be responsible for different areas of the same target/measure/aktivitetsnod. Other users can see who to contact with EV. Questions and managers can get a clear list of their responsibilities in the form of reminders on the Start Page/dashboard and in e-mail messages.

For example, a måttnod can have a goal manager and a comment manager. Unlike permission sets, the responsibility role controls in more detail what a user is responsible for in a node. The user who will receive the respective responsibility role is selected for each specific node. For information about reminders associated with responsibility roles, see  Dashboard/Home Page, View and change scorecards And E-mail settings.

Obs! If a user is set as the manager of a node, they are always given permission in addition to their permission set. The user may be able to comment and report Måttdata on a node on a unit that she/he does not have permission to do. What the user is given the right to do in the measure of this unit is based on the settings of that responsibility role.

On this page you will get an overview of:

  • The name of the responsibility role.
  • In which scorecards and scorecard columns it exists.
  • In which node types table you can use it (text, dimension, Aktivitetsnod).

The first column tells you which responsibility role is the default role, that is, which responsibility will automatically be in the selected node types table when you create a new scorecard.

It is possible to specify who is automatically added as a manager in new nodes for each unit (that is, who is the default node manager). See Organization Or Add user For more information about this. If the default manager is missing, the person who creates the node is added as the manager on all units, even when shooting down to underlying units.

Obs! Keep in mind that if you have multiple users with the same name, only 10 PCs will be displayed when selecting eg. User to the responsibility role.

Add a new responsibility role

Click the Add To create a new responsibility role.

General
Fill in the name of the responsibility role you want to create. The name will appear in the nodes that use this responsibility role. Please also fill in a help text. This is displayed if the user clicks the question mark that appears when you point to a field in a node (for example, a måttnod).

Managers should follow when the node is copied
The setting means that the top-level managers will be copied to new units if they are added to a consolidation chain. The name of the maintainer is also copied if you use the Save... To create a new node that is saved with a new name on the same unit.

Exception: If the check box is not populated when a new node is created and the node directly receives a manager and is consolidated into the underlying units, it is responsible to the underlying units.

Enable the ability to sign with the role
If this option is enabled, people who are added to the responsibility role will be able to sign a node. This can be used as a verification that the user accepts responsibility for the node. After the user has clicked the button Sign The node is displayed as signed by [name] and at what date this was done. It is possible to delete a sign off afterwards.

Responsible shall be unit-specific
Specifies whether to add managers for each unit. Those responsible will then be locally responsible for that particular unit. cannot be used for roles that are cost objects in task costs. 

Responsibility
For each node, select the responsibility that the user in the responsibility role has filled in the effective information node. There are different number of choices during each node as these are reported in different ways.

The importance of the various responsibilities:

Text

Comment
You have the responsibility and right to comment ex. The outcome of the measure or the result of an activity or text node.

Activity:

Comment at follow-up period
The activity appears on the home page/dashboard for commenting and disappears when you klarmarkerar the comment. Listens to offsets on the scorecard column Periodicity.

Comment on record date
Reminders on the home page, etc. occur at the task's record date. Is listening to shifts in the scorecards periodicity. Comments for activities will be written on the record date and in the general follow-up periods. Gives the reminder Reconcile On Home

Update status
means that you have the right to change/update if an activity is in progress, is in the standby mode or is complete, etc. Gives the reminder of the Last follow-up on Homescreen. Is Tab: Status.

Measure:

Report outcome/prognosis/target/Årsmål
means that you have the right to report values in the selected data columns. On the Administration page TAB: Measure column Locking Under Measurement settings, you can specify which columns are the outcome, forecast, goal, and year goal columns. Several different column names can be included in the same column type. For example, if you type the name Number As the outcome column, a user who is responsible for Report results Be able to report values in the data column Number.

Allow responsible to report data in all measure columns
Allows users who do not have permission to report on the current unit the right to report even in other measure columns.

To Special reporting Eligibility required is enabled for the column does not apply to any of the above measure column settings.

Obs! In order for managers to receive reminders about the nodes they are responsible for, the scorecard column needs to be included in a Report chart filter And E-mail settings Be configured to send out reminders at the times you wish.

OBS2! Some customers have enabled the ability to add brand new users as managers. These users cannot log on to the tool. The function is for it to be possible to show that the responsibility lies with an external person and who, if so, who this person is. If this functionality is enabled, the responsibility role field looks like the following. Contact Your consultant if you have further questions about this functionality.


Make visible to nodes in the following columns
Here you can specify which scorecard columns to display the responsibility role in. If you are creating a new scorecard, only the default responsibility that is automatically displayed in the scorecard columns for the new scorecard. If you also want other scorecards and scorecard columns to show the responsibility role, you need to update this manually. You can select all scorecard columns for all scorecards based on the node by selecting All: Text, measure, and task.

What is required for the node not to appear as delayed on the home page or in a view?
In order for the node not to be delayed on the home page, you must fill in the information you are responsible for following up on the above criteria. However, the measure may still be delayed because columns that you are not responsible for do not have information. In the view, they can still be displayed as overdue. For a measure not to appear as delayed in a view, the column on which the color is based is required to have a value. See Add a Standar KPI 

When you are finished, click the Save. The new responsibility role will then appear in the list of Ansvarsroller.

Change a responsibility role

Click the Wrench To change a responsibility role.

Is Add a new responsibility role For a description of the different settings.

Obs! Keep in mind that a change in a responsibility role affects all of the scorecards it is active in. If a role of responsibility inactivates For a steering model that already finds posted responsible users, users will still remain responsible but the nodes will not appear on their home page/dashboard and their names will not be displayed lower in the node. If the responsibility role is re-enabled for the scorecard, those who were previously responsible will be restored.

Remove a responsibility role

Do you want to remove the responsibility role from a special scorecard column or from all scorecards?

Disable a responsibility role in one or more scorecards
Is Change a responsibility role.

Remove the entire responsibility role from all scorecards
All Anvariga for the responsibility role will be permanently deleted and it is not possible to restore the responsibility role or those responsible again. If this is what you are aiming for, click Dust bin To the right of the responsibility role.