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Course Outline

Introduction

  • Overview of OrgPlus solutions and key features
  • Highlights of OrgPlus 6
  • System requirements and installation process

OrgPlus Fundamentals

  • Creating, formatting, and printing charts
  • Utilizing directories, profiles, and reports
  • Managing sub-charts
  • Generating charts from external data sources
  • Publishing charts

Basic Chart Functions

  • Opening and creating new projects
  • Using the quick chart panel
  • Manipulating boxes, fields, text, and lines
  • Data entry techniques
  • Saving and closing projects
  • Selecting and repositioning objects
  • Applying chart styles and formatting
  • Leveraging templates
  • Using find and replace functions
  • Web integration options

Advanced Chart Functions

  • Working with master pages
  • Adding headers, footers, and auto-text elements
  • Managing photos and media
  • Implementing constants and formulas
  • Handling sub-charts and multiple chart views
  • Exploring advanced chart navigation
  • Applying advanced layout techniques
  • Utilizing multi-record boxes
  • Configuring advanced object options
  • Applying conditional formatting
  • Defining chart rules

Data Management

  • Data import processes
  • Understanding complex hierarchical structures
  • Integrating with LDAP
  • Data refresh procedures
  • Data export and push mechanisms

Directories and Reporting

  • Managing directory structures
  • Creating and editing profiles
  • Generating reports
  • Search and navigation within charts

Automation

  • Scheduling automated tasks
  • Managing republishing workflows
  • Utilizing OrgPlus online features

Summary and Next Steps

Requirements

  • Familiarity with organizational structure principles

Target Audience

  • Business professionals
  • Managers
 14 Hours

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