Organization Chart

This module allows you to record all or part of your company's organizational chart inside of workaware.  Many notifications or access restrictions are based on the organizational chart hierarchy.

Adding teams to the chart

Click the "Add Team" button at the top of the chart.  This will create a new team at the lower left of the chart with the name "?".  To set the name, click on the gear icon () and choose "Rename Team" from the options.  Click "Save" at the top of the screen when done to record your changes.

Adding sub teams to an existing team

Click on the gear icon () for the managing team and choose "Create Sub Team" from the list.  This will create a team called "New Team" below the managing team on the org chart and add a link. Click "Save" at the top of the screen when done to record your changes.

Adding employees to a team

Locate the employee in the listing on the left.  Click and drag their card to the appropriate team.  They will appear in the team listing.  Note that employees can be assigned to multiple teams. Click "Save" at the top of the screen when done to record your changes.

Removing a team

A team can only be removed after all sub teams are either removed or disconnected.  To disconnect a subteam that you want to keep click and drag it away from the managing team toward a blank portion of the chart.  To remove a team click click on the gear icon () and choose "Delete Team".  Click "Save" at the top of the screen when done to record your changes.

Undoing changes

If you accidentally delete a team that you wanted to keep or made some other change that you didn't want, click on "Refresh" at the top of the screen.  This will revert the organizational chart back to the state it's in on the server.  If you've already saved however and need to make changes please file a ticket through the workaware Service Desk (also see How to Create A New Workaware Service Desk Ticket)