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An organisational chart is a chart which represents the structure of an organisation in terms of position. The chart shows the relationship between managers and staff who make up an organisation. The chart also shows relationships between staff in the organisation, which can be:
* '''Line''' - direct relationship between superior and subordinate.
* '''Lateral''' - relationship between different departments on the same hierarchical level.
There are several general limitations with organisational charts:
* It only shows 'formal relationships' and tells nothing of the pattern of human (social) relationships which develop. If you need to manage social types of relationships within the system you should use the '''People Relationship''' feature.
* It very quickly becomes out-of-date, especially in large organisations which change their staff regularly.
Once you have established organisation charts within the system you can display their details easily by clicking the '''Organisation Chart''' Icon displayed on the contact and company page.
[[Image:Contact.png]]
[[Image:Contact2.png]]
All the users are displayed in the [[Hierarchy|hierarchy]] of operational areas.
[[Image:Contact3.png]]
3. Choose the '''View''', '''Organisation Chart''' [[Menu|menu]].
[[Image:Contact4.png]]
Once you have established the organisation chart, clicking the '''View Organisation chart''' [[Menu|menu]] will display the completed chart.
[[Image:Contact5.png]]
Each [[User|user]] in this section of the hierarchy is displayed.
The organisation chart is created from the “bottom up”. You specify who reports to whom, rather than who is in the chart and who reports to them. In this instance you will have everyone in this department report to Brendan Fetcher.
5. Click the '''Edit''' button for Thomas Muir.
[[Image:Contact6.png]]
* The selected [[User|user’s]] name is displayed at the top of the window.
* The '''Reports to''' will list all contacts. The contacts in the current organisation department are displayed first.
* The '''Type''' combo box contains two options – a solid line to indicate a direct reporting relationship and a dotted line to indicate an indirect reporting relationship.
[[Image:Contact7.png]]
7. Choose '''Brendan Fetcher'''.
[[Image:Contact8.png]]
9. Repeat this process for all the other [[User|users]] – except Brendan Fetcher.
[[Image:Contact9.png]]
==Viewing an Organisation Chart==
1. Click the '''View Map''' button.
[[Image:Contact10.png]]
There are a number of active links in the organisation chart.
* Clicking on any contact name will display the contact details.
* Clicking on any contact company name will display the contact company details.
[[Image:Contact11.png]]
3. Click on the '''Organisation Chart''' icon.
[[Image:contact.png]]
The organisation chart is redisplayed.
==Creating a Multiple Branch Organisation Chart==Next you will set up the organisation chart for the executive branch and establish the reporting relationship between sales and executive. 1. Set up the following reporting relationships in the '''Executive''' branch. [[Image:Conatct12.png]] The chart will look as follows: [[Image:Contact13.png]] 2. Create a reporting relationship between Victoria Walters and Brendan Fetcher. [[Image:Contact14.png]] 3. View the '''Organisation Chart''' for '''Sales'''. [[Image:Contact15.png]] Only the sales branch is displayed with the reporting relationship to the executive branch displayed. 4. Click on the Victoria Walters entry. 5. Click the '''Organisation Chart''' icon. The entire reporting structure is displayed. [[Image:Contact16.png]] [[Category:System Management]][[Category:Organizations]]