Organigram

Overview

The Organigram feature can be used to define the company structure by including Departments, Heads and Staff.
The feature is included in the My Organisation module.
You must have access to My Organisation to view or edit the Organigram.
You can View the Organigram in a Tree or Chart view.

Buttons Explained

Button	Description
Add to Organigram	Adds additional fields to the organigram.
+ -	Collapses or expands the Tree view.
Refresh	Refreshes the data.
Menu	Switches to one of these views: Tree View Grid View Chart View

Tree View Fields Explained

Info

Fields marked in blue (✎) can be edited.

Field	Description
Status	A status icon which represents the type of person / entity and text indicating the status. Status options: Vacant (Yellow), Active (Blue), Inactive (Red).
Type	The type of entry.
Name	The name of the entry.
Code	The short name of the entry. The code can be up to 50 characters long. All the Department lookups display the Code (e.g. Transactions, Ledger, Service Manager).
Description	The description of the entry.
Updated by	The user who last updated the organigram.
Updated	The date on which it was last updated.
Menu (...)	A submenu with the following options: Edit Organigram: Opens a popup to edit the information or change the status. Status: Select Vacant, Active or Inactive. Type: Select Company, Branch, Department, Head, Manager, Staff or Trainee. Parent: A dropdown list of other entries to select this entry's parent. Name: Enter a name for the entry. Code: Enter a short name for the entry. Description: Enter a description for the entry. Add to selected Item: Allows one of these items to be added to the selected item: Company Branch Department Head Manager Staff Trainee Move Up: Moves the entry one line higher. Move Down: Moves the entry one line lower. Clear: Clears the information. Delete: Deletes the line.

Grid View Fields Explained

Info

Fields marked in blue (✎) can be edited.

Field	Description
Status	The entry's status: Vacant (Yellow), Active (Blue), Inactive (Red).
Type	The type of entry with a colour-coded icon.
Company	The name of the company.
Branch	The name of the branch.
Department	The name of the department.
Name	The name that matches the type (e.g. Staff's name, or Department's name).
Code	The short name that matches the type. The code can be up to 50 characters long. All the Department lookups display the Code (e.g. Transactions, Ledger, Service Manager).
Description	The description of the entry.
Updated by	The User who last updated the organigram.
Updated	The date on which it was last updated.
Menu (...)	A submenu with the following options: Edit Organigram: Opens a popup to edit the information or change the status. Status: Select Vacant, Active or Inactive as the entry's status. Type: Select Company, Branch, Department, Head, Manager, Staff or Trainee. Parent: A dropdown list of other entries to select this entry's parent (staff are excluded). Name: Enter a name for the entry. Code: Enter a short name for the entry. Description: Enter a description for the entry.

Chart View

Provides a visual representation of the Organigram.