Inspect the Structure Using Organization Chart

Explanation

This activity is used to inspect organizations defined in the system. It gives an overview of information about organization structures, position structures, and employee assignments. The chart is particularly useful when working with matrixes where multiple organization structures are connected. It provides a unique mix of information about organizations, positions, and employee assignments.

Prerequisites

In order to perform this activity, an organization structure has to be created.

System Effects

There are no system effects.

Window

Organization Chart

Related Window Descriptions

Organization Chart

Procedure

1. Open the Organization Chart window.
2. Note that any organization chart that you will generate is displayed as it would look on a date specified at the top of the window.
3. In the search field located under the Filters pane, enter the phrase that you want to look for. It can be a name or ID of a company, organization unit, matrix organization, employee, or a position. Tabs visible on the right side under the pane will display the number of returned results.
   • Structures tab shows all company and matrix organization structures that fulfill the search criteria.
   • Organizations tab shows all company and matrix organization units that fulfill the search criteria.
   • Employees tab displays all employees that fulfill the search criteria.
   • Positions tab displays all employees that fulfill the search criteria.
4. If your search returns results on any of the tabs, click the tab to inspect the result.
5. On the Structures, Organizations, and Employees tabs, you can click the company or organization structure name to load the chart. Whatever you clicked will be the current context of the chart (explained below).
6. Inspect the chart
   • The shape of the chart is determined by its context, visible under the Current Context pane.
     • Organization units below the context will be presented as a complete tree diagram.
     • Above the context you can only see the path leading directly to the root of the structure.
     • You can switch context by clicking unit names on the chart or in the search results located on the left.
     • To see the most information, make the root of a structure (the topmost organization unit) the context. You can see the list of all available roots on the Structures tab. In case of matrix structures, the chart should display the entire structure and companies to which it is connected.
   • Buttons placed at the top of the window allow you to expand, zoom, export or reload the structure. Mouse over each button to see its name.
   • Buttons Show Matrix Structures and Show Company Structures can be toggled to hide and show company and matrix organization structures visible in the chart.
   • If you expand an organization unit that has employees assigned to it, you will see their positions formed into a small position structure. This structure is based on the standard position structure, but uses only positions of employees assigned to the unit. This gives you a unique overview of how a unit is structured while taking positions into account.
   • You can expand each position to view which unit members hold it.
   • Employees assigned without a position are listed at the bottom of a unit.
   • A magnifying glass icon is located in the lower right corner of some chart elements. Clicking on it opens an application window where you can inspect and change the element.
   • To see details of an element without navigating to a different window, click it and select it under the Selection pane.
   • You can zoom in and out of the structure by scrolling your middle mouse button.
   • You can export the chart by clicking the Export to XPS button.
     Note: For export to work properly, you have to make sure that you can see the top left corner of the diagram, and only then press the export button.