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 filters
- Handle orphans (unassigned positions)
- Save charts as a “chart” or a “template”
- Style the org chart look and feel, including:
- Creating sub-charts
- Maintaining the master page
- Changing the chart style and layout
- Changing spacing between boxes
- Changing line properties
- Create box formats, including:
- Colour and lines, shadows, fields, formatting, columns, merging cells, and adjusting box sizing
- Create basic field definitions, including:
- Basic formulas, and head counts
- Create basic conditional formatting, including:
- Formatting boxes, formatting fields
- Add photos to the org chart
- Create panels, including:
- Profiles, directories, searching and tree structure
- Publish the chart
- View an organisational chart in OrgPlus Reader or the OrgPlus Plug-in
- Refresh the chart
- Schedule a data refresh
- Schedule org chart publishing
