OrgChart Now Help Guide

Chart Management

Audience

Audience: Administrators

Overview

The Chart Management panel allows Administrators to create, rename, and delete Master Charts, as well as select Chart Documents to load into Viewer.

A Master Chart is directly linked to a data source, and is typically set to automatically synchronize with source data.

Chart Document is a customized OrgChart that is created in Workbench mode. Chart Documents should only be used in the following cases:

  • The desired org chart is not (or only partially) based on source HR data (e.g., Project Team that is not based on the hierarchy stored in the source system).

  • The presentation of the org chart is highly customized and cannot be easily driven using conditional formats. Reference the Rule-Driven Charting article for more information on driving chart presentation with conditional formatting.Rule-Driven Charting (Workbench)

Note

Master Charts should be used whenever possible, as they are easier to maintain over time.

Accessing The Chart Management Panel

Select More > Account Settings and then select the Chart Management option from the left side menu.Account Settings

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Master Charts

The Master Charts section allow you to add, remove, reorder and configure Master Charts.

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Create a new Master Chart

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Create a copy of the selected Master Chart

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Move the selected Master Chart up

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Move the selected Master Chart down

Mouse over a Master Chart to access the following Master Chart Management options:

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Rename the selected Master Chart

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Set the selected Master Chart as the Default Chart. The Default Master Chart displays automatically upon login.

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Configure the selected Master Chart's Chart Settings

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Delete the selected Master Chart

Chart Documents

The Chart Documents section allows you to select a Chart Document from the File Manager to display in VIewer mode.

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Add Chart Document to Viewer

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Move the selected Chart Document up

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Move the selected Chart Document down

Mouse over a Chart Document to access the following option:

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Remove the selected Chart Document from Viewer

Chart Documents are snapshots of chart data created in Workbench mode and saved in the Charts folder. Users can access a Chart Document in Viewer mode by following these steps:

  1. Log in to OrgChart Viewer.

  2. Click More > Account Settings, and the select the Chart Management option from the left side menu.

  3. Click the 5_2_Plus_NotWide.png icon to the right of the Chart Documents header.

  4. Click on the desired OrgChart Document (using the displayed File Picker).

    5_2_1_BrowseChartDocs.png
  5. Click on the Select button.

Accessing Chart Documents in Viewer

Once a Chart Document has been added to Viewer in the Chart Management panel, users can access the Chart Document by following these steps:

  1. Click on the 5_2_Mode.png in the top-left corner of the screen, and then select the Viewer option.

  2. Click on the Chart menu.

    5_2_Viewer_ChartsDropdown.png
  3. Select an Chart Document(located below the separator or the /Charts extended dropdown menu).

    Note

    Note: Chart Documents will not be refreshed daily, unless you set them to refresh in Workbench > Refresh > Scheduler

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