OrgPlus 6 Plug-in User Guide Version 6.0.3

Transcription

1 OrgPlus 6 Plug-in User Guide Version The material presented in this publication is copyright-protected by HumanConcepts and may not be reproduced in any form, by any method for any purpose without the prior written consent of HumanConcepts. Information in this document is subject to change without notice. It is against the law to copy the software, except in accordance with the terms of the licensing agreement. OrgPlus is a registered trademark of HumanConcepts. All other trademarks acknowledged.

2 ii About This Guide

3 About This Guide This guide provides a description of the toolbar functionality in OrgPlus 6 Plug-in. Additional documentation can also be found at our website: Typographic Conventions The following typographic conventions appear in this guide: Names of keyboard keys are enclosed by angle brackets (<>), (for example, Press <Enter>). Press <Alt>+<A> means to simultaneously hold down the <Alt> key on the keyboard and press the letter <A>). Buttons and tabs on the screen are shown in bold (for example, Click OK). Information that you enter appears in bold face, (for example, Type A:\setup). Sub-menu instructions are separated by a pipe ( ), (for example, Show Hidden Boxes means to select the Show menu item and select the Hidden Boxes sub-menu item). About This Guide iii

4 iv Typographic Conventions

5 Table of Contents About This Guide...iii Typographic Conventions...iii OrgPlus 6 Plug-in... 1 Toolbar Reference... 1 OrgPlus Plug-in Panels... 3 Directory Panel... 3 Profile Panel... 4 Reports Panel... 5 Sub-charts Panel... 6 Search Panel... 7 Table of Contents v

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7 OrgPlus 6 Plug-in The OrgPlus Plug-in is a free Active-X Plug-in that enables you to view, search or print hierarchical charts using a web browser. OrgPlus Plug-in files are published using OrgPlus Professional. For more information on OrgPlus Professional see our web site at Optionally, charts can be downloaded and then edited using OrgPlus Standard or Professional. Toolbar Reference The OrgPlus Plug-in toolbar gives you access to the following functions. Note: During the publish process your chart administrator may disable certain functions. These functions are then not displayed in the OrgPlus Plug-in toolbar. Note: Use the right mouse button to display a context menu containing many of the functions described in the following table. The right mouse button can also be used to hide and show panels and toolbars. Button Description Icon Save Send to Excel Print Print Preview Zoom In Zoom Out Save the active project. Export data from the active chart to Excel. Print all or part of the active project. Display a preview of the chart prior to printing. Increase the magnification of your chart. Decrease the magnification of your chart. Zoom Rect Magnifies a rectangular segment of the chart to fill the entire screen. Click and drag a rectangular area to define the zoom rect. Fit to Window Scale the chart so that the entire chart fits in the current window. Zoom Wheel Toggle the function of your mouse wheel to either zoom in and out or to scroll your chart up and down. OrgPlus 6 Plug-in 1

8 Button Description Icon Show Branch Thumbnail Find Display the selected branch only. You must first select a box. Show a miniature version of your entire chart that you can use for zooming to certain areas of the chart. Display the find dialog box. Find Previous Find the previous instance of a string. Find Next Find the next instance of a string. Find By Photo Find a box by selecting from a list of photos. Find Text Groups Launch OrgPlus Publish to PowerPoint Publish to Word Publish to OrgPlus Plugin Publish to PDF Publish to HTML Publish to Printer Enter the search text and then click Find Previous or Find Next. Select a group to apply to your chart. Launch OrgPlus Professional displaying the current chart Publish to Microsoft PowerPoint. Publish to Microsoft Word. Publish to the OrgPlus Active-X Plug-in. Publish to Adobe PDF. Publish to HTML. Publish to your printer. 2 Toolbar Reference

9 Button Description Icon About OrgPlus Plug-in Show Panels Display the About OrgPlus Plug-in dialog box. Show or hide the Profile, Directory, Reports or Sub-chart panels. OrgPlus Plug-in Panels The following OrgPlus Plug-in Panels are displayed if they were enabled in OrgPlus. Directory Panel One or more directories may be included with a chart published to the OrgPlus Plugin. Directories provide a tabular view of chart data. Whenever a box is selected the directory updates to display data corresponding to the selected box and its descendants. Use the Show Panels button panel. to show and hide the Directory Selecting a row in a directory locates the corresponding box in the chart. You can also use the directory to send an . OrgPlus Plug-in Panels 3

10 Profile Panel One or more profiles may be included with a chart published to OrgPlus Plug-in. The information presented in a chart boxes is typically limited to a sub-set of available fields. Use the Show Panels button to show and hide the Profile panel. The Profile panel enables you to show additional information about boxes (for example, the employee s photo, physical location, , phone, cell phone or pager). 4 OrgPlus Plug-in Panels

11 Reports Panel One or more reports may be included with a chart published to OrgPlus Plug-in. Reports allow you to view both static and dynamic reports from your underlying data. Use the Show Panels button to show and hide the Reports panel. Reports can include summaries and allow you to sort and group data as required. Navigating through the chart dynamically updates the report based on the selected box. OrgPlus Plug-in Panels 5

12 Sub-charts Panel Large charts can be subdivided into one or more sub-charts. Use the Show Panels button to show and hide the Sub-charts panel. The sub-chart panel provides a convenient way to navigate through sub-charts and to perform actions on them. 6 OrgPlus Plug-in Panels

13 Search Panel The search panel allows you to search charts for all records that meet a set of criteria. Use the Show Panels button to show and hide the Search panel. For example, you can search for anyone in a given location that has French language skills OrgPlus Plug-in Panels 7

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