If there is just one owner or multiple owners assigned to an OKR and you would want a user within the organization to check-in and update the progress of the OKR, you can use the ‘check-in responsibility’ feature. The check-in owner will be able to check-in on the OKR (manual check-in) as well as set-up a data link on the OKR (to auto-check-in). This user will be receiving the check-in reminders. In the case of multiple owners, this will prevent all of the owners from receiving reminders, only the user set as 'check-in responsible owner' will receive the reminders.
Steps to assign responsibility for check-ins:
- Log in to Ally.io and click on the ‘+’ button on the top panel to create a new OKR
- Once you enter the objective/ Key Result and want to share it with another individual, choose owners from the ‘Owner’ option. Here you can assign multiple owners for the OKR
- Once you assign an owner, select the user who will be responsible for making check-ins from the ‘Who is responsible for making check-ins?’ drop-down
- Once you make the selection, the user will start receiving the check-in reminders
By default, the OKR owner (the first owner in the case of multiple owners) is set as the person responsible for check-in and users need not explicitly choose unless necessary
Once a check-in owner is assigned to an OKR, users can see a visual indicator that shows the check-in owner details under the objective/ key result
The difference between a delegate and a check-in owner
A delegate gets permissions to edit all aspects of an OKR whereas a 'check-in' owner can only check-in manually or set-up an auto integration. A delegate works on behalf of the OKR owner on a specific objective while the check-in owner only updates the progress of an objective on behalf of an owner.