Course Outline

Introduction

  • Overview of OrgPlus solutions and features
  • OrgPlus 6 highlights
  • Setup requirements and installation

OrgPlus Basics

  • Creating, formatting, and printing charts
  • Using directories, profiles, and reports
  • Using sub-charts
  • Creating charts using external data
  • Publishing charts

Charts Basic Functions

  • Opening and creating a project
  • Using the quick chart panel
  • Working with boxes, fields, text, and lines
  • Entering information
  • Saving and closing a project
  • Selecting and moving objects
  • Chart styles and formatting
  • Using templates
  • Using find and replace
  • Web integration

Charts Advanced Functions

  • Using the master page
  • Adding headers, footers, and auto-text elements
  • Using the photo manager
  • Using constants and formulas
  • Working with sub-charts and multiple charts
  • Navigating advanced chart features
  • Using advanced chart layout
  • Using multi-record boxes
  • Using advanced objects options
  • Using conditional formatting
  • Chart rules

Working with Data

  • Importing data
  • Understanding complex hierarchies
  • Using LDAP
  • Refreshing data
  • Exporting and pushing data

Directories and Reports

  • Working with directories
  • Working with profiles
  • Working with reports
  • Searching charts

Automation

  • Scheduling tasks
  • Republishing
  • Using OrgPlus online

Summary and Next Steps

Requirements

  • Understanding of the organizational structure

Audience

  • Business professionals
  • Managers
  14 Hours
 

Testimonials (3)

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