ORGPlus Fundamentals

DESCIPTION

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.

COURSE CONTENT

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