3.2 Navigating the Chart

This section describes how to move around a relationship chart by:

3.2.1 Navigating to the Next Higher Level

To navigate and expand to the next higher level in the relationship tree:

  1. Click Go Up a Level icon in the current top-level card.

    For example, suppose that Margo clicks Go Up a Level in this view:

    The button with the up arrow lets a user display as many as two levels above

    Her view expands to include the level above her:

    The user’s view includes one level above her

    Go Up a Level is available only if the user in the card is assigned a manager. If this function is not available to you, check with your administrator.

    You can go up a level twice for a card.

3.2.2 Resetting the Root of the Relationship

To reset the root of your view of the relationship chart:

  1. Find the card of the user whom you want to the new root.

  2. Click Make This Entity the New Root The user’s view includes one level above her, or click the user’s name (the name is a link) on that card. The chosen card becomes the root of the organization chart.

    For example, suppose Margo Mackenzie clicks Make This Entity the New Root in her own card in this view:

    The user is viewing her card and one level above her card

    Her card becomes the new root and is now at the top of her organization chart:

    The user made her card the root, so her card is now the top level in her view

3.2.3 Switching the Default Relationship

  1. Click Switch to An Org Chart The user made her card the root, so her card is now the top level in her view to change your default relationship.

  2. Select the type of relationship to display. Your administrator can use relationships supplied by Novell (see Table 3-1) and can also define customized relationships.

    Table 3-1 Types of Organization Chart Relationships Supplied by Novell

    Type of Organizational Chart

    Description

    Manager - employee

    Shows the reporting structure of managers and subordinates.

    User group

    Shows users and the groups in which they participate.

Margo Mackenzie changes her default relationship display to User Groups:

Switching the default relationship

3.2.4 Expanding or Collapsing the Default Chart

The default relationship chart is Manager-Employee, unless you or your administrator sets it to another type. To expand or collapse the default chart:

  1. Find a card for which you want to expand or collapse the default relationship display.

  2. Click the Expand/Collapse current relationship Switching the default relationship toggle button.

    The chart expands or collapses to display or hide the subsidiary cards that are related to your chosen card. For example, the following two views show the Expand view and then the Collapse view.

    The Expand/Collapse current relationship button is a toggle. This is an example of the Expand view.
    The Expand/Collapse current relationship button is a toggle. This is an example of the Collapse view.

3.2.5 Choosing a Relationship to Expand or Collapse

  1. Identify a card whose relationships you want to view.

  2. Click Choose relationship to Expand/Collapse The Expand/Collapse current relationship button is a toggle. This is an example of the Collapse view. in that card. A drop-down list opens.

  3. Select a relationship and action from the drop-down list:

    Action

    Description

    Expand Manager-Employee

    Select this option to open a Manager-Employee chart. Available if the chart is closed.

    Expand User Groups

    Select this option to open User groups. Available if User groups is closed.

    Collapse Manager-Employee

    Select this option to collapse the Manager-Employee chart for a card. Available if the chart is open.

    Collapse User Groups

    Select this option to collapse User Groups for a card. Available if the chart is open.

    Additional relationships are available in the list if your administrator defines them.

In the following example, Margo MacKenzie clicks Choose relationship to Expand/Collapse and selects Expand User groups:

screen capture

She then clicks To the Left and sees the following:

Margo expands both Manager-Employee and User Group views.

3.2.6 Looking Up a User in Organization Chart

You can look up a user in Organization Chart. This search is a quick way to find a user who is not in your current view or relationship chart. The looked-up user becomes the new root in your view.

  1. Click the Lookup link at the top left corner of the chart.

    The Lookup page displays:

    The object lookup page lets you specify search criteria
  2. Specify search criteria for the user you want:

    1. Use the drop-down list to select whether the search is by First Name or Last Name.

    2. In the text box next to the drop-down, type all or part of the name to search for.

      The search finds every name that begins with the text you type. It is not case sensitive. You can optionally use the asterisk (*) as a wildcard in your text to represent zero or more of any character.

      For instance, all of the following examples find the first name Chip:

      Chip
      
      chip
      
      c
      
      c*
      
      *p
      
      *h*
      
  3. Click Search.

    The Lookup page displays your search results:

    After a search, the object lookup page also displays search results

    If you see a list of users that includes the one you want, go to Step 4. Otherwise, go back to Step 2.

    You can sort the search results in ascending or descending order by clicking the column headings.

  4. Select the user you want from the list.

    The Lookup page closes and makes that user the new root in your view of the chart.