Creating and Using Phone Trees in ATLAS Directory Follow

Kayla Williams

July 18, 2023 06:14
Updated

Pre-requisites: n/a

Topics Covered
Creating Phone Trees

Using Phone Trees

Target Users
Phone Tree Managers

Directory Administrators

Required Permissions
Org Charts Manager or Directory Administrators

ATLAS Directory Phone Trees

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 drop down menu.

Accessing Manage Phone Trees Page

Go to Administration > Manage Phone Trees.

Create New

Select the 'Create New' icon.

Phone Tree Settings

To edit the Phone Tree Settings, enter the following information in the space provided:

Name: Enter a name for the Phone Tree
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)
Default View: Select if you want the tree to display as a List view or Tree View when viewed by users
Active: Select if you wish to leave the phone tree Inactive (draft mode) or Active
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.
Select the Save Changes button to save your updates

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: Select what to show in the Detail Field from the dropdown options
Detail 3: Select 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

Phone Tree Names Tab

To view the names in the Phone Tree as a list, select the Phone Tree Names tab.

Phone Tree Preview Tab

The Phone Tree Preview Tab allows users to preview the virtual tree and gives users the ability to export (PDF, JPG). To preview the Phone Tree, select the Phone Tree Preview tab.

To export the chart, select the Export button.

Add Nodes

To add an employee to the Phone Tree, select Add Employee, enter the employee information, and select Add Employee again to complete the process.

Select the Save Changes button to save your updates

Related Articles

https://adgsupport.state.gov/hc/en-us/articles/4410102550163-How-to-View-My-Phone-Trees

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.

Articles in this section