Course Outline

Introduction

  • Overview of Govtra solutions and features for government
  • Highlights of Govtra 6
  • Setup requirements and installation

Govtra Basics

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

Basic Functions of Organizational Charts

  • Opening and creating a project
  • Using the quick chart panel for efficient creation
  • Working with boxes, fields, text, and lines in charts
  • Entering information into organizational charts
  • Saving and closing a project securely
  • Selecting and moving objects within charts
  • Applying chart styles and formatting options
  • Using templates to streamline the creation process
  • Utilizing find and replace functions for accuracy
  • Integrating with web-based platforms

Advanced Functions of Organizational Charts

  • Using the master page for consistent design
  • Adding headers, footers, and auto-text elements for clarity
  • Managing photos within charts
  • Utilizing constants and formulas for dynamic data representation
  • Working with sub-charts and multiple chart structures
  • Navigating advanced chart features for complex organizations
  • Using advanced chart layout options for detailed visualizations
  • Incorporating multi-record boxes for comprehensive data display
  • Utilizing advanced object options for enhanced customization
  • Applying conditional formatting to highlight key information
  • Implementing chart rules for governance and compliance

Working with Data

  • Importing data from various sources
  • Understanding complex hierarchical structures
  • Utilizing LDAP for directory integration
  • Refreshing data to ensure accuracy
  • Exporting and pushing data to other systems

Directories and Reports

  • Managing directories for organized data access
  • Working with profiles for detailed personnel information
  • Generating reports for decision-making and compliance
  • Searching charts for quick reference

Automation

  • Scheduling tasks for regular updates
  • Republishing charts to maintain current information
  • Utilizing Govtra online for remote access and collaboration

Summary and Next Steps

Requirements

  • Comprehension of the organizational framework

Audience for government

  • Business professionals
  • Managers
 14 Hours

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