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Creating Org Charts in ATLAS Directory Follow

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Imparato, Marsio E (Paris)
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 Pre-requisites: Org Charts Manager or Directory Admin Roles

 

Topics Covered
Creating Org Charts

Target Users
Org Chart Managers
   Directory Admin

Required Permissions
   Org Charts Manager or Directory Admin Roles

Atlas_dir_icons-01.png

 

ATLAS Directory Org Charts

ATLAS Directory lists all contacts at a Mission or Post along with their contact information. Users with Org Chart Manager and Directory Admin roles are able to create and manage Org Charts or Phone Trees from the Administration > Org Charts menu. These Org Charts allow for the organization and structuring of employees based on position, hierarchy, and location.

 

Accessing Org Chart 

Go to Administration > Org Charts.

This will bring you to the Org Chart creation and management interface

Users can choose to view the Org Chart page in the defaulted List View or they can choose the Card View from the dropdown.

List View (default): Displays a traditional list of entries.
Card View: A more visual format where each employee or position is displayed as a card.

 

Creating a New Org Chart 

To create a new Org Chart, click on the Create New button. This will open the Org Chart Settings section, where you can configure the chart.

 

Org Chart Settings

In this section, you can configure the basic details of the Org Chart.

To edit the Org Chart Settings, enter the following information in the space provided:

  • Name: Enter a name for the Org chart
  • Post(s): Enter target Post for multi-posts Missions
  • Section(s): Enter sections to be included
  • Chart Type: Select whether this is an Org Chart (traditional hierarchical structure) or a Phone Tree (useful for contact purposes).
  • Published: Select whether you want to publish the Org Chart immediately or leave it in draft mode.
  • Hide in Global Search: Choose whether the Org Chart should be excluded from global search results.

Import Wizard

You can also choose how employees are imported into the Org Chart:

  • Import Employees with Position: Ensures that only employees with a set position are imported.
  • Import All Employees: Imports all employees within the selected Post and Sections, regardless of whether a position is set.

Display Properties

In the Display Properties section, you can define what information is shown for each employee or position in the Org Chart.

To edit the Display Properties, enter the following information in the space provided:

  • Title:  Select what to show in the Title Field from the dropdown options .
  • Detail 1 to 4: Select up to four additional fields to display (Ex. phone number, email address)
  • Add pictures:  Toggle to blue to select and show Contact Card Pictures 

 

Org Chart Positions Tab

To view the list of Positions and Employees, and the hierarchy of each position added to the Org Chart, select the Org Chart Positions tab at the bottom of the Org Chart creation page.  From the Org Charts Positions tab, Administrators can edit each node and add employees to the chart.

 

Org Chart Preview Tab

The Org Chart Preview Tab gives users the ability to preview the Org Chart before finalizing it. It also provides export options, allowing the Org Chart to be downloaded in different formats, such as PDF or JPG.

 

Adding Nodes to the Org Chart

From the Org Chart Positions tab, Administrators can add Employee or Org Chart nodes to the Org Chart.

When adding Employees to the Org Chart, select the Add Employee button, search the employee you are adding, select the checkbox to the right of the employee, and click the Add Employee button in the bottom right.  The employee will then be added to the Org Chart.

When adding additional Org Chart nodes to the Org Chart, Administrators will select Add Org Chart button in the Add Employee dropdown.  Next, choose an existing org chart from the dropdown options, click Add Org Chart Node to begin selecting the properties of the added node.

When Add Org Chart Node is clicked, the Org Chart Node Options window displays.  You will now select the properties for the appearance of the new node in the Org Chart (i.e.,, the color of the node, layout, title, etc.).  The Swap with Root Node button will swap the details of the chosen org chart with the root org chart. 

Select OK when all properties are chosen to add the node to the org chart.

When all necessary edits have been made to the newly created org chart, click the Save Changes button at the top of the page to save the org chart.  This org chart can be published upon saving or can be published later from the dashboard.

Once all changes have been made and the Org Chart is complete, you can save your progress.

Click the Save Changes button at the top of the page to save the Org Chart.
You can choose to publish the Org Chart immediately or leave it unpublished for now. If left unpublished, it can be published later from the Org Chart dashboard.

 

Related Article:  Viewing Org Charts as a User

 

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
Visit the Global Application Portal (GAP) for the latest news and information on all the ADG's applications.

 

 

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