Org Chart

Navigating the Org Chart

Gabby Dannemiller

Last Update för 5 dagar sedan

For a quick review of the TrackIT Org chart , you can access the video below or skip this and read the updates below.

From the user Dashboard, to access the Org Chart, click on ORG CHART at the top of any page.

After clicking on Org Chart, to search type into the correct Search Bar at the top of the Screen (in the white bar). You can Search by User or Search by Team.  To view Business Units click the Select Business Unit in the top right of the white menu car.  As a user clicks on a “team” it will open to the next level of the organization.

If a team has no border around it, that indicates there are additional teams below it on the Org Chart. To access them, simply click on the team’s box and they will appear. If a team has a border on it, that is the end and there are no more teams below them.

 

By clicking on the employee’s picture, the leader is directed to that employee’s Dashboard. If a user is not a leader or administrator for the specific employee, the shortcut will not work.

The icons in the lower right corner will do the following from top to
bottom: 1) screen will remain static, 2) screen will return to a view of all the teams that were expanded prior to zooming or reducing, 3) the plus sign zooms in and the dash zooms out and 4) the bottom button will take the Org Chart to full size on your screen. Simply hit ESC to cancel out of that view.

Org Chart Downloading & Printing

To print the Org Chart, click on the icon in the upper right-hand corner of the white menu bar and you will have the capability to save the file as a .svg.  You can then choose how you would like to print the file. 

The image will appear in the top right-hand corner in your Recent Download History Dropdown Menu for easy selection.

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