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OrgChart Help Guide

Workbench

Audience

Audience: Administrators & Read/Write Users

Overview

The Workbench allows Administrators and Read/Write users to create and modify customized chart exports using their Master Chart data.

Accessing Workbench

Click on the in the top-left corner of the screen, and then select the Workbench option.

A popup with the following options is displayed:

	Click to launch open the Chart Builder, in order to create a Chart Document using your Master Chart data. Chart Documents are customized in the Workbench.
	Click to open the File Manager, and then select an existing document to edit in the Workbench
	Click to open a blank chart document in the Workbench.
Recent Documents	Select a Chart Document from the Recent Document section to quickly open a recently opened Chart Document in the Workbench.
Unsaved Charts	Select a Chart Document from the list of unsaved drafts,. Unsaved drafts are recovered and stored in your account whenever you don't get the chance to save your work before exiting Workbench.

Select one of the options in the Workbench dialog menu. The Workbench user interface is displayed.

Navigating Workbench

	Launch Document Settings to manage the configuration of the open Chart Document.
	Save current Chart Document.
	Undo the last action.
	Re-do the last action that was undone.
Document menu	Displays the name of the open Chart Document. Click to access options for creating a new Chart Document, opening File Manager, and generating missing photo and chart comparison reports.
Presentation menu	Access all of the Views and Box Styles in the account. Note Your Access Group may limit which Views and Box Styles that you are allowed to access.
View menu	Displays the name of the applied View. Click on the View name to select a different View from the dropdown menu.
Fields menu	Select the fields you'd like to show or hide in the boxes for the current View.
	Click to adjust the zoom settings on the chart. The following Zoom percentages are available: 25% 50% 75% 100% 125% 150%
	Click to define the page size of the chart or to enable/disable Print Preview.
	Activate Saved Filters (created in the Chart Settings: Filters and Highlights panel).
	Activate Saved Highlights (created in the Chart Settings: Filters and Highlights panel).
	Click to enable Breadcrumbs while navigating a Chart Document. Note The option to toggle Breadcrumbs On/Off can be disabled. Reference the Account Settings: UI Profiles article for more information.
	Refresh the Chart Document. Schedule automatic refreshes for the current Chart Document in the Document Settings: Refresh panel. Select which manual changes to preserve in the Document Settings: Changes panel.
	Click to display the Chart Editor panel containing the tools for modifying the Chart Document.
	Click to hide the Chart Editor.