Organigram

Overview 

The Organigram is used to define the company structure, including Departments, Heads, and Staff in a hierarchical structure. It integrates with other modules (e.g. Work Processes) by providing departmental lookup lists and other functions.

Navigation: Main Menu > Office > My Organisation > Organigram (tab)

Fields and Buttons Explained 

• Add to Organigram (button): Provides a dropdown list of the types to select one to add.

• Type: The available types are 

  • Company

  • Branch

  • Department

  • Head

  • Manager

  • Staff

  • Trainee

• Status:

  • The available statuses are Vacant (Yellow), Active (Blue), and Inactive (Red).  

• Name: The name of the department or the staff member. This field can only be edited for Department Types.

• Description: A short description of the function of the entity or person.

• Updated: The date of the last update, and the user who updated the entry.

Views 

• The organigram can be viewed in Tree, Grid, or Chart View.

• Views can be changed from the Menu button.

Tree View 

• Change the order of entries by right clicking a record and selecting Move Up (Ctrl+U) or Move Down (Ctrl+D) from the context menu.

• Nest items by dragging and dropping them.

• Drag an item to the left of the parent Icon to remove it from the group.

Grid View 

• The Grid view is ordered by Company, Branch, Department, and Name.

• The allocations of Branch, Company, or Department are taken from the Tree View.

• Data Filters are provided for Company, Type and Status.

• Entries cannot be added or deleted in this view.

• The Status, Name and Description fields can be edited.

Chart View 

• The chart view displays all the records, with colour-coded icons based on statuses.

• Entries can be dragged and dropped to change the structure.

• Right-click the chart to open a popup menu with these functions:

  • Full Expand

  • Full Collapse

  • Rotated

  • Zoom