Functions and Roles


Important

  • The Accountability Chart is a living document. All the changes will be automatically saved. Please back up your information by Generating a Printout before you make any changes.
  • Functions and roles can be copied by using the "Clone node from the Accountability Chart" button, located at the bottom of the boxes.
  • Multiple users can be added to a single box.

Adding Functions and Roles to your Accountability Chart


Add a function to a box
  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click into a box.
  3. In the right-side panel, type a position title into the Function section.
Remove a function from a box
  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click into a box.
  3. In the right-side panel, delete the function text. Note that removing the function title does not remove the roles. Each box along with it's function and roles is unique to it.
Adding a role to a box
  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click into a box.
  3. In the right-side panel, use the plus button to add a role.
Remove a role from a box
  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click into a box.
  3. In the right-side panel, use the x to remove a role.
Copy functions and roles
  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click into a box.
  3. Click the "Clone node from the Accountability Chart" button at the bottom of the box.
  4. A new box with the exact functions and roles will be added to the right-hand side of the box. 
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