OrgChart Now Help Guide

Table of Contents

Point in Time

Audience

Audience: Administrators Edition: Enterprise

Overview

Point-in-Time allows Administrators and end users with the the proper access to load manually and automatically archived charts, which display the structure of your organization on a specific date.

Point-in-Time charts are useful for regulatory, legal, and workforce analytics requirements. For example, a SOX compliance auditor has the legal right to request an organizational chart from a specific date.

The following article provides information for accessing and loading archived charts.

Administrators can configure the Point in Time settings, such as archiving frequency, in the Chart Settings: Point in Time menu.

Accessing Archived Charts

Click on the Mode Switcher icon in the Top Toolbar, and then select the Point in Time option from the dropdown menu.

5_3_Mode_Switcher_Select_PiT.png

The Point in Time panel containing all of the archived charts in your account is displayed.

5_2_1_Load_Point_in_Time.png

Note

End-users must be assigned an Access Group which allows access to the Point in Time module in order to load archived charts.

Loading Archived Charts

Once the Point in Time archive is displayed, follow these steps to load a a snapshot of your organization on the specified date:

  1. Click to highlight an archive entry, and then click on the Load button. The Snapshot Builder is displayed.

  2. Click on the blue Build On field, and then search for the employee who will be the top box of the generated snapshot.

    5_2_1_PiT_ChooseTopBox.png
  3. Click on the Levels to include dropdown menu, and then select how many levels beneath the top box to include in the generated snapshot.

  4. Optionally, configure other settings, such as applied View (chart template), Master Page, page size, and page breaks. For a full list of available options, please review the Builder article.

  5. Click on Go. The snapshot of archived data is generated in Workbench.

    5_2_1_PiT_Snapshot_Builder.png

Point in Time Snapshot

Below is a chart document (Snapshot) generated from archived chart data.

5_3_PiT_chart_callout.png