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Duration 14 hours
Course Outline
Introduction
- Reviewing the range of OrgPlus solutions and their key features
- Highlighting the new capabilities in OrgPlus 6
- System requirements and installation processes
OrgPlus Fundamentals
- Designing, formatting, and printing organizational charts
- Utilizing directories, employee profiles, and reporting tools
- Implementing sub-charts for detailed views
- Generating charts from external data sources
- Sharing and publishing chart content
Core Charting Operations
- Initiating and setting up new projects
- Leveraging the quick chart panel for efficiency
- Managing visual elements such as boxes, fields, text, and connectors
- Inputting accurate organizational data
- Managing project storage and closure
- Manipulating objects through selection and movement
- Applying custom styles and formatting rules
- Leveraging pre-designed templates
- Efficiently using find and replace functions
- Integrating charts with web platforms
Advanced Charting Techniques
- Managing the master page for consistent layouts
- Incorporating headers, footers, and automated text fields
- Managing employee photographs using the photo manager
- Applying constants and formulas for dynamic data
- Structuring multi-level and multiple chart views
- Exploring sophisticated navigation options
- Refining advanced layout configurations
- Utilizing multi-record boxes for complex data display
- Configuring detailed object properties
- Applying conditional formatting based on data values
- Defining and applying chart rules
Data Management
- Importing external datasets
- Analyzing complex hierarchical structures
- Connecting via LDAP protocols
- Refreshing data to reflect current changes
- Exporting data and pushing updates to other systems
Directories and Reporting
- Curating and managing organizational directories
- Designing detailed employee profiles
- Generating comprehensive reports
- Searching within chart data effectively
Automation and Maintenance
- Scheduling automated tasks for routine updates
- Managing the republishing workflow
- Leveraging the OrgPlus online interface
Wrap-up and Future Actions
Requirements
- Basic comprehension of organizational hierarchy
Target Audience
- Business professionals
- Managers
Testimonials (1)
the lessons
