OrgChart Now Help Guide

Parking Panel

Audience

Audience: Any User Edition: Team, Enterprise, & Premium

Overview

The Parking panel provides a storage area for records that are not linked to an org chart. These records are called orphan records.

The Parking panel can be found on the bottom right-hand side of the Workbench, with the rest of the Side Panels.

Managing Orphans

The Parking panel allows you search, move, and delete orphan records.

Searching Orphans

To search for an orphan, enter any part of a name or title and then select the Search button (2020-09-18_16-51-48.png). A list of all matches will be displayed in the Parking panel.

Navigating Orphans

Some orphans are managers (2020-09-18_16-53-01.png). Double-click on the manager to drill down to their subordinates.

2020-09-18_16-54-15.png

You can navigate up one level using the Up One Level button (2020-09-18_16-50-41.png )or by selecting the breadcrumb at the top of the orphan list.

Deleting Orphans

Use the Delete tool (2020-09-18_16-51-17.png) to delete selected orphan(s) from the Parking panel.

Adding Orphans from the Chart

Select the Move Box tool from the Chart ribbon, and then drag a box from the chart into the Parking panel.

2020-09-21_16-20-46.png

Moving Orphans to the Chart

Click and drag a record in the parking pane. and then drag it over a box in the chart. When you release the mouse, the record (and any subordinates) will be added to the chart. Green arrows indicate whether the record will be placed as a peer or a subordinate.

Parking Panel Use Case

The Parking panel can be used as follows:

  • No hierarchy available in source data - If your import data does not contain hierarchy fields (for example, your data only contains Name and Title fields), you can drag records from the parking lot into a chart. See Define Fields topic for more information.

  • Incomplete hierarchy - If your import data contains an incomplete hierarchy (orphan records), you can drag orphans from the parking panel into a chart.

  • If you are reorganizing a department, you can use the Parking panel to temporarily store records as you determine where they should be placed in a chart.