How to Change the Owner of a Scorecard Measurable


Important Information

When there is a need to change the owner of a scorecard measurable, there is something extra to consider. Scorecard measurables are a bit different than the other items within Traction Tools in that scorecard measurables can have both an owner and an admin. Often one person is responsible for "making the number happen" for a line item on the scorecard, and another person (which we'll refer to as an admin) is responsible for the record-keeping / updating of the scorecard each week.

The Traction Tools scorecard in the Meeting Archive allows you to see both the owner and admin. The column of users on the left represents the accountable owners, the column on the right represents the admin for the measurables. Both columns are set to the same user by default when creating a measurable. When changing the owner of a scorecard measurable elsewhere in Traction Tools, only the column on the left is updated, the admin column is left unchanged.

Both the scorecard owner and admin will have the measurable display on their personal scorecards on their workspace. Follow the steps below to update the admin of a measurable.

Set an Admin to a measurable - meeting attendee

  1. Click Meetings in the top menu bar
  2. Click on the gear icon (Manage) button to the right of your meeting
  3. Click Meeting Archive
  4. In the second (Admin) column, click on the icon of the current Admin
  5. Select the new admin from the drop-down menu
  6. Click the check-mark to confirm

Set an Admin to a measurable - not a meeting attendee

  1. Click Meetings in the black banner
  2. Click on the gear icon (Manage) button to the right of your meeting
  3. Click Attendees
  4. Use the blue + to temporarily add the person to the L10 Meeting 
  5. Click Meeting Archive
  6. In the second (Admin) column, click on the icon of the current Admin
  7. Select the new admin from the drop-down menu
  8. Click the check-mark to confirm
  9. When you are done, click Meetings
  10. Click on the gear icon (Manage) button to the right of your meeting
  11. Click Attendees
  12. Click the trashcan icon to the right of the attendee.

Upon removing the user from the meeting, the measurable admin will not be able to see any other component of your Level 10 Meeting, but they will see the measurable(s) on their personal scorecard tile.

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