Onsite OrgPlus Desktop Fundamentals Training

Audience

This 1 day workshop is designed for new and existing users of OrgPlus Version 11 who are looking to acquire the skills to produce, format & distribute professional looking charts in the most efficient way possible.

Pre-requisites

There are no pre-requisites for this course.

Topics covered

During this workshop participants will learn how to:

Import data, including:Handling duplicates, merging fields, sorting, verifying the hierarchy, combining boxes, creating groups, setting the top of chart, and applying filtersHandle orphans (unassigned positions)Save charts as a “chart” or a “template”Style the org chart look and feel, including:Creating sub-chartsMaintaining the master pageChanging the chart style and layoutChanging spacing between boxesChanging line propertiesCreate box formats, including:Colour and lines, shadows, fields, formatting, columns, merging cells, and adjusting box sizingCreate basic field definitions, including:Basic formulas, and head countsCreate basic conditional formatting, including:Formatting boxes, formatting fieldsAdd photos to the org chartCreate panels, including:Profiles, directories, searching and tree structurePublish the chartView an organisational chart in OrgPlus Reader or the OrgPlus Plug-inRefresh the chartSchedule a data refreshSchedule org chart publishing

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