OrgPublisher Premier - Organizational and Succession Planning

OrgPublisher Premier - Organizational and Succession Planning

Use these tutorials to learn how to invoke, setup and use OrgPublisher Premier's organizational and succession planning.

Preparing the Source Planning Chart

Publishing Planning Charts
  ► Organizational and Succession Chart Differences   ► Enable Planning
  ► Source Chart Considerations   ► Planning Storage, Export and Report Settings
      ► Limit Access to Planning Charts
      ► Format Context Menus
     
  Using Organizational Planning

Using Succession Planning
  ► Create an Organizational Planning Chart   ► Create a Succession Planning Chart
  ► Storing the Chart   ► Storing the Chart
  ► Span of Control Limit on Secured Chart   ► Span of Control Limit on Secured Chart
  ► Return to a Planning Chart   ► Return to a Planning Chart
  ► Delete a Planning Chart   ► Delete a Planning Chart
  ► Toolbar Button Functionality   ► Using Views
  ► Insert Feedback   ► Create a Successor
  ► Modify a Job Title   ► Using Search View to Create a Successor
  ► Modify a Name   ► Using 9 Box to Create a Successor
  ► Modify Data   ► Move a Successor
  ► Move a Box   ► Place a Person in a Second Successor Position
  ► Move an Organization   ► Delete a Successor
  ► Insert Photos   ► Rearrange Successors
  ► Cut and Paste   ► Edit Successor Data
  ► Change Display Icon   ► Change Display Icon
  ► Using Views   ► Modify the Change Report
  ► Modify the Change Report   ► Export Data
  ► Export Data   ► Distribute Planning Chart and Report
  ► Distribute Planning Chart and Report