OrgPlus 6 Training Course
OrgPlus is a cloud-based organizational charting software designed to create and manage hierarchical charts with sophisticated formatting, drawing, visualization tools, and other data management features.
This instructor-led, live training (online or onsite) is aimed at business professionals who wish to learn intermediate-level skills for managing organizational charts using OrgPlus 6.
By the end of this training, participants will be able to:
- Handle large data sets with sophisticated formatting tools.
- Create data visualization reports and directories.
- Use OrgPlus printing, exporting, and publishing features.
- Navigate complex charts with ease.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Introduction
- Overview of OrgPlus solutions and features
- OrgPlus 6 highlights
- Setup requirements and installation
OrgPlus Basics
- Creating, formatting, and printing charts
- Using directories, profiles, and reports
- Using sub-charts
- Creating charts using external data
- Publishing charts
Charts Basic Functions
- Opening and creating a project
- Using the quick chart panel
- Working with boxes, fields, text, and lines
- Entering information
- Saving and closing a project
- Selecting and moving objects
- Chart styles and formatting
- Using templates
- Using find and replace
- Web integration
Charts Advanced Functions
- Using the master page
- Adding headers, footers, and auto-text elements
- Using the photo manager
- Using constants and formulas
- Working with sub-charts and multiple charts
- Navigating advanced chart features
- Using advanced chart layout
- Using multi-record boxes
- Using advanced objects options
- Using conditional formatting
- Chart rules
Working with Data
- Importing data
- Understanding complex hierarchies
- Using LDAP
- Refreshing data
- Exporting and pushing data
Directories and Reports
- Working with directories
- Working with profiles
- Working with reports
- Searching charts
Automation
- Scheduling tasks
- Republishing
- Using OrgPlus online
Summary and Next Steps
Requirements
- Understanding of the organizational structure
Audience
- Business professionals
- Managers
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Testimonials (4)
Practical exercises. Q&A session at the end regarding how this can be applied in our organization.
Franciszek - Bank Millennium S.A.
Course - Business Analysis, BABOK V3.0 and IIBA Certification Preparation
sharing experiences and sharing other materials not included in the package.
BRYAN SANTOS - Mizuho Bank Ltd - Manila Branch
Course - Agile Business Analysis
trainer's knowledge and ease to discuss - awesome flow
Piotr Stanik - GP Strategies Poland sp. z o.o.
Course - Fintech: A Practical Introduction for Managers
Focusing on applying the course on my real work.
shahla - ECRA
Course - Introduction to Business Analysis: Defining Successful Projects
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