Layout	Definition	Example
ORG_HEADER	Used to contain 3 form items which will be shown in the top portion of each hierarchy node above the line. The 4th form item EASD.DRV_DIRECT_REPORTS is used to show how many people report to that particular person. *Please note* The employees profile picture will automatically show up in the Org Chart. If the employee has no profile picture then no image will be shown.
ORG_DETAILS	Holds columns to show in the bottom portion of each hierarchy node below the dividing line.
ADD_SEARCHABLE	A group to hold "additional searchable" columns. These columns are not displayed in the org chart but are included as column in the search feature located in the top right corner of the Org Chart Screen in Self Service.

Search Features Explained...#

Icon	Definition	Example
Double Up Arrow	This will relocate the org chart back to the top after it was moved around manually or relocated after a search.
Search Box	Provides user to enter quickly a detail they would like to look for in the org chart. Values entered here are searched for in all items included in the three definition form groups mentioned above. (ORG_HEADER, ORG_DETAILS, ADD_SEARCHABLE.)
Right Arrow with Circle	This is a button to execute the search. You can also press the "Enter" button on your keyboard to execute the search.
The "X"	Clears the last search results from the results list
Three Horizontal Bars	Will open a panel for additional filters which include all items in the previously mentioned groups (ORG_HEADER, ORG_DETAILS, ADD_SEARCHABLE.) allowing a value to be entered for continuous filtering for subsequent searches. So for example if one of the columns is department and a department code is entered. When the user enters a name in the search box and executes the search… The search facility will search for all users with the name from the search box AND that are in the department entered. The details in the search box may be changed easily with the department filter remaining for each search.
Right Chevron - Search Results	After execution of a search the results will be listed below the search results title. Each person found may be clicked upon causing the org chart to find that person and put that person Node into focus.
Gear	Used to show the org chart setup controls. This dialog contains several options which may be utilized to customize how the org chart is used. The controls will be used as long as the user does not leave the org chart. Upon re-entering the org chart the original default controls will be back in place.

The Gear Icon Explained...#

Chart Setup tab#

This tab contains items which affect how the Org Chart is being created.

Levels Shown

Allows the user to increase or decrease how many hierarchy levels are created. Depending on the size of the organization this may need to be increased or decreased. The default value is '3'.

Show Vertical At Level

Will create levels greater or equal this number vertically. This helps take up less horizontal space and may help to view the entire organization. The default is set to '3'.

Panning Enabled

Will allow the user to drag and drop the chart to different location to navigate to a better viewing position.(Default is unchecked).

Zoom Enabled

Will allow the user to use the Control Key & the mouse scroll to zoom in and out. The starting center of the screen is the focus point of the zoom and will remain relatively close to the center of the screen.(Default is checked)

Show Pictures

This will remove or add profile pictures to the Org Chart. The default is set to 'Checked'.

Show Group Titles

Will add Nodes for each position and department. This help visually see who is a manager of a position or Department. (Default is unchecked).

Info Options#

WEOC-chart-options.png
Info Options tab give the user option to remove data from each node to view it with less or more information. By removing a check that column will no longer show in the org chart.

Chart Stats Tab#

Chart Stats simply give the total number of management levels and total number of people in the org chat.