Automatic Detection of Co-Managers

OrgPlus Enterprise can automatically detect co-managers in your source data if you enable an option to detect co-managers in the chart view.

In the following example, Jim Jackson and Blain Gordon are co-managers of Josh Nichols, Adrian Knight, and Jason Wilkoff.

Position

Reports To 

Name

Title

ID

1

 

Jim Stein

President & CEO

5011

2

1

Jim Jackson

VP, Development

5022

3

1

Blain Gordon

VP Marketing

5023

4

3

Josh Nichols

Sr. Developer

5024

5

3

Adrian Knight

Senior Tech Writer

5040

6

3

Jason Wilkoff

Director of P.R.

5040

4

2

Josh Nichols

Sr. Developer

5024

5

2

Adrian Knight

Senior Tech Writer

5040

6

2

Jason Wilkoff

Director of P.R.

5040

The corresponding chart appears as follows: Example

To enable co-managers to be detected automatically:

1   In the Admin Explorer, expand the domain and select the View for which you want to detect co-managers.

2   In the Properties page for that view, click the Advanced tab.

3   Select the option Automatically detect co-managers.

The first option, Co-managers must share all subordinates, is selected automatically  as well.

4   Click the Update button.

See Also