Last Revised: July 29, 2022

Enterprise Edition

 

End User Training

Lesson 1: OrgChart Viewer

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Table of Contents
1. 

End User Lesson 1: OrgChart Viewer

2. 

OrgChart Interactive Viewer Tutorial

3. 

OrgChart Viewer Benefits

4. 

Launching OrgChart

5. 

Sign In & Credentials

6. 

Click Sign In

7. 

Result

8. 

Chart Navigation

9. 

Click The Arrow Below Penelope

10. 

Result

11. 

Click The Arrow Above Penelope

12. 

Result

13. 

Employee Profiles

14. 

Click Profile

15. 

Result

16. 

Chart Levels

17. 

Click Levels Drop-Down

18. 

Select 3 Levels

19. 

3 Levels Shown

20. 

Search

21. 

Click Search

22. 

Click Search Bar

23. 

Type 'Chris'

24. 

Select Result

25. 

Result

26. 

Export To PDF

27. 

Click Export

28. 

Select PDF Document

29. 

Select Download This Branch

30. 

Result

31. 

Click PDF File

32. 

PDF Viewer

33. 

Navigate Within PDF

34. 

Click Arrow Below Simone

35. 

Result

36. 

Click Arrow Above Simone

37. 

Result

38. 

Chart Views

39. 

Click View Drop-Down

40. 

Views Explanation

41. 

Select Manager

42. 

Manager View

43. 

Select Standard View

44. 

Standard View

45. 

Standard View Rules & Format

46. 

Select Performance

47. 

Performance View

48. 

Select Workforce Analytics

49. 

Workforce Anayltics View

50. 

Views Can Be Customized And Protected

51. 

Filters & Highlights

52. 

Click Highlights Icon

53. 

Click Remote Checkbox

54. 

All Remote Employees Highlighted

55. 

Filters

56. 

Click Filters Icon

57. 

Click Contractor Checkbox

58. 

Result

59. 

Click Contractor Checkbox Again

60. 

Notice Changes

61. 

Features Covered

62. 

OrgChart Now Solution

63. 

End Of Lesson

64. 

Additional Lessons