Automated Organization Charts

Automated organization charts Generate organization charts in seconds. Select a top-level (position) that the chart is being structured on. This sets the hierarchy of the chart and the system will automatically generate and draw an organizational chart.

Organization chart register

Locate Organization Charts by searching in the open field of your menu. This will direct you the register that lists all registered organization charts in the system. 

Open a chart by clicking on Organization Chart Title link highlighted in blue in the grid or click on blue links in the left panel. 

Create a new chart 

Click on + Create New 

Select Domain, Title and the Top Position. Click Create

The organization chart will then automatically generated based on the selected Top Position. 

The selected Top Position sets the hierarchy of the chart that is being generated. 

Note ! The Level of details the organization card hold is based on registered details created in position and person - The Arrow will direct you back to the Reporting Position. - The three dots is a menu for E-Mailing options. - Additional Links and color styling on single cards are added in Card settings. Read more under the Edit Card setting section.

Navigation

To Zoom in and out you can use mouse Scroll or click on the + an - icons located at right side. 

 To navigate horizontal - click in the view with your mouse and drag.

Navigation Levels

When you click directly on a card , the view will change and set the focus the selected card and its level. To go back to Reporting Position click the arrow. 

Expand the level by clicking on the ( + ) symbol of the card and decrease the level view with the  ( - ) When you click on a card your view is changed to show the current level of the chart. 

Card Details

To view more detailed information, click on the Position Link on the card. 

A side panel with Position / Card details will appear. 

Note! The side panel window is flexible. Click on the and drag to expand/decrease the sidepanel view.

The top section of the side panel holds key details and contact details. 

• Click on "Position Title" to be directed to Position details. 
• Click on "Name" to be directed to Persons details.

Card Details - tabs

Below the contact section there are tabs that hold further information. The tabs have counts that is showing the number of records within a tab.  

• Description: Job description for Position ( Note! Description tab will only show if details exists. ) 
• Work Process Roles : Lists Work Process Roles. Work Process role nominates workflow signatures.
• Permissions: Lists Permission roles for different modules in Pims.
• Rotations: If the Position is registered with a rotation, rotation details will show here.
• Courses: Lists courses on selected position and the course status.  

Edit Card Settings and Links

Click on edit icon located at the top right corner off the sidepanel. 

In this window you administrate settings for the selected card. 

Settings: 

Reports to ( Link to reporting Position )  Settings for reporting position is administrated in Position details.
By activating "Is Supporting Position" the card will be re-structured/ re-drawn to show as a supporting Position in the main chart.
By activating Show connected positions as vertical you will change the selected and connected positions to be shown vertically in the chart.
Sort Order. Option to sort the order of card that are shown in the selected level.
Select Color from list. Add or edit colors to this list in Default Colors. Clear the color by clicking x.

Click in the grid to add Links to the selected card. 

Type: Select Type (Internal or External) 
Link: Insert URL Link
Title: Optional
Focused: Link icon will show in bold on the card. 
Sort Order: Option to select order of links (if multiple link)  

Edit Organizational settings

Click on the pencil icon to edit settings. 

This is the setting for the organization chart. Use the slide of the default scale to adjust the default view of the chart and define levels to show.  This pop-up box is movable, click on the top section to move the box and view settings adjustments you have made simultaneous. To show location / department color activate the switches. Click Save. The chart will open with the selected settings. 

Administrate further details in Chart Details.

Edit Mode (Create new positions and connect positions) 

To enable edit mode, activate the switch in organization chart setting. 

 When edit mode is enabled, a edit-icon (pencil) will be visible when you hover the chart card.

Click on the icon, a new pop-up window will appear where you can manage the connected positions (remove existing, connect a new one) or create a new position.

If a new position is created (Create New Position) the Reporting to Position ID will be linked. 

Note! You cannot connect positions that already have a Reporting To Position from this view. 

Chart details and Level settings

In chart details you add more information to the chart and administrate chart Level settings. 

To add a new Level click in the Title column next to the star icon. 

Title: Add Level Title
Position Title: Select Position from drop down list  

Set Chart as Public

Activate the switch in Chart details to set a chart as public. This allows charts to be organization-wide/meaning all users can access the chart. 

Print chart

Click on Print icon located in the top right corner. A pdf will be generated and uploaded to your computer.