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AmandaMW

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Joined 2 months ago

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Re: Scorecard Access
Thank you so much for confirming. Really appreciate your response 🙂
11 days ago Place Service
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Scorecard Access
Good morning ☺️ I created a prototype scorecard with six goals and many levels of sub goals . I tested this with a small pilot group. This included organisation wide goals but the user could drill down through sub-goals to departmental level. I then created a second scorecard and linked into my original prototype, three goals and many sub goals. The user could drill down through sub-goals to departmental level. I then created a third scorecard and linked to my second scorecard, all three goals, however, only for a particular department - let's call the department WD. I wanted to provide only people who work in the WD department, access to this scorecard. I had trouble granting access to these people so I ended up thinking that I needed to give them view permission for both the prototype scorecard and the second scorecard and then the WD scorecard. This worked, and they are now able to access the WD scorecard. The thing is, they can now see the prototype scorecard and the second scorecard in their workspace, which I don't want them to be able to do. Is anyone able to assist me with this so that they have view access to only the WD scorecard please?.
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13 days ago Place Service
Need Help
134Views
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Re: Duplicating the same Rule across multiple goals and sub goals
Hi there. Thank you for your response. I ended up finding a way 😊: 1. Select multiple goals by using the checkboxes to the left of each of them 2. Select Edit from the horizontal toolbar 3. A window pops up titled "Edit X goals" with the option to "Set Up Rules". Select "Set up rules" 4. Create the rule you want to apply to the multiple goals
2 months ago Place Service
287Views
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Duplicating the same Rule across multiple goals and sub goals
Hi there. I have created a Scorecard with mulktiple goals, sub-goals and sub-sub-goals. I woulod like to create a ruole to apply to a group of sub-goals. Is there a blanket colution for this or does this need to occur manually? Thank you 🙂
Solved
2 months ago Place Service
Need Help
373Views
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3Comments
Re: Changing Scorecard Status
Thank you so much, Poojara! This did work and I am so grateful. Thanks again and have a great weekend 😊
2 months ago Place Service
213Views
2likes
1Comment
Changing Scorecard Status
I am new to this forum and new to Scorecards. I have just created my first Scorecard. I have populated Goals, sub-goals, sub-sub-goals, etc. I was happy with the Status labels, however after I had built out my Scorecard, I experimented by renaming "Not Started" status to somebody's name, say "Bill". I realised that by doing this, it was not going to be a solution that I was hoping for, so I changed the Status back to "Not Started". All of the Status using this label unfortunately been chaged to "Bill" and I had to change all of them back manually. In my Status setting, there is no sign of "Bill" but every time I create a new Goal or Sub-goal, it defaults to using "Bill" as the status. Could some please offer a solution please? Thanks 🙂
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2 months ago Place Service
Need Help
268Views
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