These pages will help you make the most of OrgPublisher's feature-rich published chart. Depending on the choices made by your chart Administrator, all of these features may not be available to you.

Note:
Published real-time charts provide single field searching capabilities; complex or group searching and saving My groups are not available. In addition, published real-time charts do not contain the summary reporting feature.

If you are an Administrator who will publish planning-enabled charts, the published chart will contain a specific toolbar with a Planning button . This button may look different, depending on whether your published chart is enabled for both org modeling and succession or just one of the planning options. Click the button if you or designated planners want to create, open, and delete planning charts for organizational modeling or succession planning. Additional online help is provided for the planner within the planning chart. See the Working with OrgPlan for Administrators topic.

Once you open a published chart in your browser, you can view an organizational chart which may contain photos and other pertinent information. In addition, you may be able to see a List View, often used as an up-to-date phone list, a Profile View, often displaying a photo and additional information about an employee, or a Summary View providing numerical information, such as sales dollars, percentages, or a graph version of the summary totals.

If made available by your chart Administrator, you can send a chart to Microsoft® PowerPoint via the print preview feature, as well as view search results in Microsoft Excel.

Depending on which features your administrator has made available, you can perform several tasks using toolbar buttons, or you can use the Search View, accessed through the List View, to create and save your own groups, and much more.

Real-time charting does not offer the following features:

• summary/analytic reporting
• compound searching
• group-based searching

If you open a real-time chart you can not conduct complex searches in order to create groups, access summary reporting, or save your own groups.

New with OrgPublisher 9

In addition to viewing information you can, depending on the choices of your administrator, perform any number of tasks pertaining to:

General chart and view capabilities

Searching for and working with Groups

Previewing and printing charts

Working with OrgPlan for Administrators

Working with Succession Planning

Your administrator may have published your chart as a Thin Client, in which case the scope of some features may be limited. Review How to tell if you're working with a Thin Client or PluginX chart for additional information.

If you have specific questions that these help pages cannot answer, please contact your administrator for more information.