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Course Outline

Introduction

  • Review of OrgPlus capabilities and functional components
  • Key enhancements and features in OrgPlus 6
  • System configuration and deployment requirements

OrgPlus Fundamentals

  • Generation, styling, and output of organizational charts
  • Management of directories, personnel profiles, and report generation
  • Implementation and utilization of sub-charts
  • Integration and chart creation from external data sources
  • Publication and distribution of chart assets

Core Charting Operations

  • Project initialization and workflow management
  • Utilization of the rapid chart creation interface
  • Manipulation of visual elements, including nodes, data fields, text, and connectors
  • Data entry and validation procedures
  • Project closure and state persistence
  • Selection, repositioning, and object management
  • Chart aesthetic configuration and style application
  • Deployment of standard and custom templates
  • Search and replace operations within chart structures
  • Integration with web-based platforms

Advanced Charting Operations

  • Configuration and use of master pages
  • Incorporation of header, footer, and automated text components
  • Management of image assets via the photo manager
  • Application of constants and computational formulas
  • Coordination of sub-charts and multi-part chart structures
  • Navigation of advanced chart functionality modules
  • Advanced layout design and spatial arrangement
  • Implementation of multi-record data nodes
  • Configuration of advanced object properties
  • Application of conditional formatting rules
  • Definition and enforcement of chart logic rules

Data Management

  • Data ingestion and import processes
  • Analysis and management of complex hierarchical structures
  • Integration with Lightweight Directory Access Protocol (LDAP)
  • Data synchronization and refresh mechanisms
  • Data export and external data distribution

Directory and Reporting Systems

  • Administration and utilization of directory structures
  • Management of detailed personnel profiles
  • Generation and distribution of analytical reports
  • Advanced search capabilities across chart data

Process Automation

  • Scheduling of automated background tasks
  • Automated republishing workflows
  • Operation of OrgPlus in a cloud-hosted environment

Conclusion and Implementation Pathway

Requirements

  • Working knowledge of organizational structural frameworks

Target Audience

  • Government business professionals
  • Program and project managers
 14 Hours

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