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What are the other organisation chart tasks?

Modified on Tue, 10 Dec at 2:32 PM

The Organisation Chart in Cintra iQ is a dynamic, interactive mechanism that establishes your organisation structure in terms of Posts and their relationships, and hierarchical groups of Posts
 

To edit the organisation units

via Unit Mgmt History button

  1. Navigate to the Organisation Chart window.
  2. Highlight the desired Organisation Unit

  3. Click the Unit Mgmt Hist button. The Organisation Unit Management History form appears.
  4. Highlight the desired record in the Management History pane.
  5. Right-click: Open. The Edit Management History form opens.
  6. Make the desired change.
  7. Click the OK button. 

via Post record

  1. Navigate to the Organisation Unit tab. 
    Go to Cintra iQ: Posts> Post Record> Post Details form
  2. Select the desired Post in the Organisation Unit History record.
  3. Right-click: Open. The Edit Post Reporting form appears.

To print the organisation charts

  1. Navigate to the Select Communication Structures window.
    1. Go to Cintra iQ: Org Chart. The Organisation Chart window appears.
    2. Select the desired Org Chart.
    3. Click the Export button.
  2. Select the desired record from the Communication Structure pane.
  3. Click the desired Select option in the Communication Structure Tier pane. 
  4. Click the Export button. The Communication Structure Export window appears.
  5. Click the Save button.  The Save AS window appears.
  6. Continue to save the file as a .txt file.

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