| 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
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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 can create and edit Org Charts/Phone Trees from the Administration/Org Charts drop down menu.
Accessing Org Chart Page
Go to Administration > Org Charts.
Users can choose to view the Org Chart page in the defaulted List View or they can choose the Card View from the dropdown.
Create New Org Chart
Org Chart Settings
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 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
- Select Import All Employees to import all records within the post and previously selected sections
Display Properties
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: Select what to show in the Detail Field from the dropdown options
- Detail 2: S elect what to show in the Detail Field from the dropdown options
- Detail 3: S elect what to show in the Detail Field from the dropdown options
- Detail 4: Select what to show in the Detail Field from the dropdown options
- 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 allows users to preview the Org Chart and gives the ability to export (PDF, 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.
Org charts can be published upon saving or can be published later from the 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.
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