EDUCATIONAL SERVICES

Topics covered:

• User Interface
• Visualization of HR data through interactive org charts
• Accessing chart views and domains
• OrgTree and Directory
• Basic and advanced search capabilities
• Advanced visualization (baseball cards, indexes)
• Printing
• Publishing org charts to PDF and PowerPoint
• Advanced print or publish
• Exports to Excel

• Modify org charts prior to publishing, printing and sharing
• Planning and modeling using org charts
• Dynamic formulas
• Conditional formats
• Track changes
• Filters
• Synchronize plan
• Orphan Management
• Sharing and workflow

• Application overview
• Data mapping and management—creating and configuring domains and data sources
• Basic view creation
• User administration
• Security roles and configuration
• Role definition and assignment
• Filter definition and filter-based security
• Field/Row Level Security
• Photo management
• Data refresh
• Administration logs management

• Application overview
• Creating and editing org chart views
• Configuring profiles, baseball cards and hotspots
• Adding conditional formats
• Managing field formatting
• Adding formulas
• Configuring branch styles
• Adding/Deleting chart views from security roles
• Setup of search and directory functions
• Setup of OrgTree
• Matrix reports
• Creating filters

Please refer to sections 5.4 and 5.5 above.

• Custom curriculum development: aligned to your industry, staff, and business methodologies to allow you to fulfill your training needs using internal resources.
• Process specific training: workflow strategies designed to address critical future organizational change management.
• Implementation specific: —training in the context of your particular OrgPlus deployment. For example, the training
  includes instruction on how to launch OrgPlus from a company’s Internet portal or accessing references to org charts customized for a specific group of users.

• how to navigate the company org chart
• how to search for colleagues
• how to use the directory for lists and searches
• how to print
• how to send chart data to Excel
• how to send charts to PPT
• how to send charts to PDF
• downloading to OPX for advanced formatting

• overview of domains, views, and groups
• how to navigate effectively with them 
• publishing options using groups and advanced searches 
• how groups are configured
• effective ways to organize the OrgTree searches 
• utilizing OrgPlus Enterprise with the web or
  desktop modeler 
• using the modeling tool with specific downloaded
  formulas from OrgPlus Enterprise
• using the compare charts functionality within the modeler
• workflow on best practices for actioning or
  sharing changes

• SSO
• authentication
• SSL
• authorization
• various adapters for Active Directory or client-specific
  security servers field-level security
• role definition
• configuring role rules
• role design based on data source field information
• structural security design
• filter-based security
• security as it pertains to domains, views, and groups
• domain creation
• best practices for domain/view architecture

• how to create formulas and calculations based
  on data coming from the HR data source
• Best practices for chart design
• "merged" and "mapped" field capabilities
• Security design for new templates

• Setting user access permissions
• Importing charts from OrgPlus Enterprise
• Staging area
• Working with metrics
• Changing data fields
• Changing the status of Blueprint charts
• Moving charts into actioned folder
• Writing back to OrgPlus Enterprise

• Enabling archiving for a domain
• Scheduling archiving events for a domain
• User interface and functionality
• Changing displayed charts
• Searching archive lists
• Understanding and changing archive status