OrgChart Now Help Guide

Table of Contents

Dotted Line Reporting (Viewer) Example

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

In this article, you will set up Dotted Line Reporting for one employee using the DottedID field in Excel data.

To set up Dotted Line Reporting in Team edition, see Dotted Line Reporting (Workbench).

Using Dotted Line Reporting

In order to specify a dotted line relationship, you will need to add a "DottedID" column in your data. The "DottedID" field contains the "SupervisorID" of the secondary manager.

In the example below, Cameron Jones (Person ID: 40) has a primary reporting relationship to Carrie Sanders (PersonID: 2), and a dotted line reporting relationship to Bernard Roth (PersonID: 3).

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Set Up in Viewer

  1. Download the Sample Data.

  2. In column E, add a new header called DottedID.

  3. Enter the PersonID of the secondary manager (Bernard Roth) in the DottedID column for Cameron Jones.

  4. Create a new master chart in Viewer. For instructions on setting up a master chart, see Create a Master Chart. Save and Refresh.

  5. When the data is imported, OrgChart will automatically detect the "DottedID" column and create a red dotted line connecting Cameron to their secondary supervisor, Bernard.

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Important

The red dotted line is automated by the system and cannot be rerouted or edited.