OrgChart Now Help Guide

About

Overview

The About panel contains useful information regarding the open Master Chart, the current user, the account, and other various diagnostic details.

When logging a support ticket with OrgChart Support, provide information from the About panel to expedite the support process.

Accessing the About Panel

Click on the 5_2_More.png icon in the Top Toolbar, and then select the About option from the dropdown menu.

The About menu is displayed.

5_2_AboutPanel.png
About Panel Options

Users have the following options when copying information from the About panel :

Copy All

Copy all sections from the About menu to the clipboard.

Copy Section

Copy a specific section of the About menu to the clipboard.

Chart Info

Chart Name:

Name of the current Master Chart.

Current View:

Name of the View that is applied to the Master Chart.

Filters Applied:

List of applied filters.

Master Page:

Master Page applied to the current Master Chart.

Levels Shown:

Number of levels of the organization showing on current subchart of the Master Chart..

Current Top Box:

Name and Title of the person at the top of the current subchart.

Box Count:

Total number of records in the Master Chart.

Note

Box Count does not include placeholder boxes on Functional Charts, or auxiliary employee records.

Orphan Records:

Total number of orphan records. Orphan records cannot be included in an org chart due to a missing or invalid Supervisor ID.

Boxes Shown:

Total number of boxes displayed on the current subchart.

Last Refreshed:

Date and time the chart was last synchronized with source data.

User Details

User Name:

User name of current user.

Email Address:

Email address of the current user.

Access Group:

Name of the Access Group to which the current user belongs.

Account Type:

Displays the Role of the current user.

Account Details

OrgID:

Unique identification code (assigned by OrgChart Now) associated with the current account.

Edition:

The Edition.Edition of OrgChart Now the current account is running.

Box Limit:

Maximum number of employee records the Administrator can import into the current account (typically aligned with the total number of employees in the organization).

Expire Date:

Expiration date of the OrgChart Now subscription.

Application Info

Version:

Version of the software the current account is running.

Browser:

Current user's internet browser.

Server Information:

Web address of the OrgChart server on which the current account is hosted.