Editing Blueprints in the Web Modeler

• Adding Boxes – Select an add (Subordinate, Co-worker, Manager or Assistant) icon in the Edit toolbar and then click on any box in your chart. Example

  1   Choose Edit > Add > and select the position you want to add to the blueprint.

  2  Click on the box you want to add this position to. A blank box appears.
  
  

  3   Double-click on the box to open a dialog box in which to enter field information.
  
  

  4   Click the Update button to add this information to the blueprint.
  
  

  Tip: You can also use the positional icons in the button bar to add boxes to the blueprint.
  
  

Note: You can add multiple boxes by clicking an add icon more than once. You can add only one manager at a time.

• Make Assistant/Make Subordinate – Choose Format > Assistants to change any box from a subordinate to an assistant or vice versa.  

• Moving Boxes – Drag a box over another box. Notice that the cursor (left co-worker, right co-worker or subordinate) changes to indicate how the box will be placed when you release the mouse button.

Note: See the procedures on using the Staging Area for more details on how to temporarily store boxes while editing a chart.

• Editing Boxes – Double-click any box to edit the contents of that box. Click the expand/collapse icon to see and edit fields not displayed in the box.

Note: Use the Next and Previous arrows to advance to the next or previous box in your chart.

• Deleting Boxes – Use the Delete key on your keyboard to delete selected boxes.

• Select Peers – Right-click on any box and click Select Peers to highlight all boxes on the same level.

• Undo/Redo – You can undo and redo most actions by clicking the Undo/Redo arrows in the button bar.

• Saving a Chart - Save the chart by choosing File > Save or Save As.

• Branch Styles – Choose Format > Branch Style to select how OrgPlus Web Modeler lays out the branches in your chart. Try different styles until you find the one that suits your needs.

You can change the number of levels of the chart that are displayed using the Show Levels control.  

Use the Navigation Control to navigate large charts or position charts in the Web Modeler. The rectangular shape in the center of the window indicates the current chart view. You can minimize or maximize the view by clicking the arrow in the lower-right corner of the window.

If the manager or subordinates for a given box are not displayed, you can navigate up or down through a chart by clicking the Up-arrow or Down-arrow. Click the Up-arrow connected to a box to chart the box’s manager. Click the Down-arrow connected to a box to chart the box’s subordinates.

You can display the entire chain of command for a particular individual in the chart. Choose View > Chain of Command and select the number of levels that you want to view. Remember to turn off Chain of Command view to return to the standard view.

 

You can display different chart information by choosing one of the options in the View submenu in the Web Modeler. Your system administrator selects which views are available and to whom, They can also create new views, modify existing view by selecting which fields are visible.

The default view is Employee Basic, but you can choose any view that is available. For example, to view information on salaries, choose View > Salary and Performance.  The chart refreshes and displays the salary fields that are included in the chart data.

 

You can position any box at the top of the chart view by right-clicking that box and choosing View > Make Top. In the following example, the first view shows the default hierarchy with 3 levels displayed. The second view shows a subordinate position raised to the top, with 4 levels (subordinates) displayed.

            

The Profile panel enables you to view additional information about any box in a chart. To open the Profile panel, choose View > Profile.

• Editing data in a Profile – Users who can create and modify charts can also edit profiles. Click the Edit button and then update the Profile information. Click Update to save your changes.

Note: If your profile contains an image, you can right-click on an image to delete or update that image.

         

The Tree Panel allows a user to view and navigate a chart using a tree view. This view is useful in performing organizational planning activities, as well as validating that the organization’s hierarchy reflects business objectives and regulatory requirements. Double-click any name to navigate to that person in the chart. The Tree Panel displays the just the top two fields displayed in chart boxes.

Choose View > Tree View to show or hide the Tree Panel.

Note: You can have both the Tree View and Profile Panel open at the same time. To close either, click the close button in the panel upper-right corner.

The Staging Area enables you to reorganize your organization or store data records that are not included in your chart. You can drag some employees from the chart into the Staging Area and later put them back into the chart, possibly in a different department or under a new manager.

1   To open the Staging Area, choose View > Staging Area.

2   To adjust the size of the default Staging Area, use the chevrons on the right border.

3  To start reorganizing boxes (based on departments or individuals), drag individual boxes or a hierarchical group from the chart into the Staging Area.



When you release the mouse, the names appear as individual entries or a collapsed group.

4  Click the plus button to expand the hierarchical list of names.




 

5  Click the Sort button to sort the contents of the Staging Area.

6  Click the Delete button to permanently delete  a record.

Note: You can select multiple records by holding down Ctrl or Shift keys while clicking on a record.

To perform a search, type a keyword, such as a name or department in the search field. Press Enter on your keyboard or click the Search button. If there is one match, the chart will refresh, focusing on the person. If there are multiple matches, you will see a list of search results. Select one to navigate to that person.

Export to Excel

You can export chart data to Excel for further analysis by choosing File > Export To > Excel and selecting the appropriate options.

Export to OrgPlus

You can export chart data to OrgPlus by choosing File > Export To > OrgPlus and selecting the appropriate options.

Publish to PowerPoint

You can publish charts to PowerPoint by choosing File > Publish To > PowerPoint.

Publish to PDF

You can publish charts to the Adobe PDF format by choosing File > Publish To > PDF.  

Save as OPX

You can save charts for viewing and editing with OrgPlus Desktop products by choosing File > Save as OPX. OrgPlus Desktop software allows you to work with charts offline. You can even upload your changes made using the OrgPlus Desktop products back to OrgPlus Enterprise.

Note: OrgPlus Reader is a free offline viewing tool and can be downloaded from the http://www.orgplus.com/ website at any time.

Printing

You can print the chart by choosing File > Print. Most charts look best printed in landscape mode. To print the chart in landscape mode, you should adjust your printer’s page layout.