Creating Org Charts in ATLAS Directory Follow

Pre-requisites: Org Charts Manager or Directory Admin Roles
    Topics Covered
  • Creating Org Charts in ATLAS Directory
    Target Users
  • Org Chart Managers
  • Directory Admins
    Required Permissions
  • Org Charts Manager or Directory Admin Roles

mceclip0.png

 

mceclip0.png

ATLAS Directory lists all contacts at a Mission or Post along with their contact information.  Users with Org Chart Manager and Directory Admin roles can create and edit Org Charts/Phone Trees from the Administration/Org Charts drop down menu. 

mceclip0.png

Go to Administration-->Org Charts

mceclip6.png

Figure -1

Create New

mceclip1.png

Figure -2

 

mceclip1.png

mceclip3.png

Figure -3

  • 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 chart type (Org Chart or Phone Tree)
  • Published: select if you wish to Publish it or leave it as draft
  • Hide in Global Search: select if the Org Chart should be hidden in Global Search
  • Import Wizard:
    • Select "Import Employees with Position" to ensure records without a position set are not imported (Figure -4)
    • Select "Import All Employees" to import all records within the Post and previously selected Sections (Figure -4).

mceclip5.png

Figure -4

 

mceclip2.png

  • Title: Select what to show in the Title Field from the dropdown options (Figure -5)
  • Detail 1: Select what to show in the Title Field from the dropdown options (Figure -5)
  • Detail 2: Select what to show in the Title Field from the dropdown options (Figure -5)
  • Detail 3: Select what to show in the Title Field from the dropdown options (Figure -5)
  • Detail 4: Select what to show in the Title Field from the dropdown options (Figure -5)

mceclip9.png

Figure -5

  • Add pictures: Toggle to blue to select to show Contact Card Pictures (Figure -6)

mceclip8.png

Figure -6

mceclip3.png

To view the Org Chart as a list, select 'List View' from the dropdown menu.  (Figure -7)

mceclip9.png

mceclip8.png

Figure -7

 

mceclip4.png

The Org Chart Preview Tab allows users to preview the Org Chart and gives the ability to export (PDF, JPG).  To preview the Org Chart, select 'Card View' from the dropdown menu.  Then click 'View.'

mceclip7.png

mceclip11.png

Figure -8

mceclip5.png

  • Add Employee (Figure -9 and -10)

mceclip6.png

Figure -9

mceclip7.png

Figure -10

  • Add Vacant Position: Add a customized node (Figure -9)
  • Add Org Chart: Use this option for large Org Charts.  You can split large charts into smaller Org Charts and add them to the main chart as a node(s). (Figure -11)

mceclip5.png

Figure -11

  • Edit Chart Nodes: Use this option to change the look of nodes, for example the color, layout etc. (Figure -12 and -13)

mceclip6.png

Figure -12

mceclip0.png

Figure -13

 

mceclip12.png

mceclip3.png

Figure -14

 

For additional help, please contact 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.
Was this article helpful?
0 out of 0 found this helpful
Return to top

Comments

0 comments

Please sign in to leave a comment.