Last Revised: July 29, 2022

Enterprise Edition

 

End User Training

Lesson 2: OrgChart Builder

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Table of Contents
1. 

End User Lesson 2: OrgChart Builder

2. 

OrgChart Interactive Builder Tutorial

3. 

OrgChart Builder Benefits

4. 

Enter Sign In Credentials

5. 

Click Sign-In

6. 

Result

7. 

Creating OrgChart Documents

8. 

OrgChart Workbench

9. 

Chart Builder

10. 

Click Chart View Drop-Down

11. 

Select Workforce Analytics

12. 

Click Additional Options Drop-Down

13. 

Click Single Page Radio Button

14. 

Click Build

15. 

Result

16. 

OrgChart Workbench

17. 

Restructure Department

18. 

Moving Boxes

19. 

Right-Click Christine

20. 

Select Move Box Or Branch

21. 

Click OK For Video

22. 

Moving Boxes

23. 

Result

24. 

Editing Boxes

25. 

Double-Click Felicia

26. 

Type In New Title

27. 

Result

28. 

Deleting Boxes

29. 

Right-Click Christine

30. 

Select Delete

31. 

Result

32. 

Adding Boxes

33. 

Right-Click Jeet

34. 

Select Add Subordinate Box

35. 

Result

36. 

Double-Click Empty Box

37. 

Type New Name

38. 

Result

39. 

Applying Chart Views

40. 

Click Presentation Drop-Down

41. 

Select Chart Views

42. 

Double-Click Performance

43. 

Result

44. 

View Indication

45. 

Double-Click Workforce Analytics

46. 

Result

47. 

Saving OrgChart Documents

48. 

Click Document Drop-Down

49. 

Select Save As

50. 

Name Your File

51. 

Click Save As

52. 

Exporting OrgChart Documents

53. 

Click Export

54. 

Select PDF Document

55. 

Select Download This Branch

56. 

Chart Is Downloaded

57. 

Export To Excel

58. 

Click Export

59. 

Select Excel Spreadsheet

60. 

Select This Branch

61. 

Click Excel File

62. 

Result

63. 

Raw Data

64. 

Subchart Breaks

65. 

Right-Click Tom

66. 

Select Insert Subchart Break

67. 

Click Arrow Below

68. 

Result

69. 

Robust Enterprise Solution

70. 

End Of Lesson

71. 

Additional Lessons