Organizational Chart

An Organizational Chart displays Profiles in a hierarchical structure showing the reporting relationships between individuals within a college, department, or office.

Editing the Organizational Structure of Profile Pages

Including a person in the Organizational Chart requires a simple edit to their Profile page.

1. Open a person's Profile page in Edit mode, then select the MultiEdit button.
   
   
2. Scroll down to the Organizational Structure section.
3. In the Reports to field, use the Choose File button to select the profile (.aspx file) of the individual this person reports to.
   
   
4. Save and Publish the Profile page when you are done.

Republishing the Listing Feed After Editing Profile Pages

• Editing and publishing profile pages does not automatically update the listing feed.
• You must republish the faculty.pcf data file in your site to rebuild the listing feed. The file is usually located at: /_resources/data/faculty.pcf

Creating a New Organizational Chart Page

1. Navigate to your listing section and use the "NEW" button
2. Select "New Organizational Chart"
3. Fill out the information
   • "Page Title"
   • "Description" is optional, but if you choose to use it, summarize the content of the page and keep it under 160 characters for optimal display in Google search results
   • "Tags" and "Keywords" can stay empty
   • "Filename" is usually similar to the Page Title except following filenaming conventions (e.g. organizational-chart)
   • Leave the "Organizational Chart Options" section the way it is
4. Use the “Create” button in the lower-right corner to complete your page creation

Editing the Organizational Chart Properties

To edit the Organizational Chart Properties, you must have the page checked out (visit Checking a Page In and Out or How to Edit a Page's Properties).

1. Check out the Organizational Chart page and go to the Properties tab
2. Information filled out in the initial creation of the Organizational Chart can be seen in Properties. You can also fill or change the following options:

Content

• Page Heading: this is what displays in the header of the page and is usually the same as the Page Title
• Org Chart Heading: an optional title to display immediately above the org chart
• Org Chart Heading Level: allows you to set the heading level (h2 through h6) when the Org Chart Heading is specified
• Head Profile: select the profile (.aspx file) of the individual to place at the top of the org chart (required)
• Default Image: select an image to display when no image is provided in a profile

Hero Content, Editable Regions, and More

The Hero Content, Editable Regions, and other parameters can be changed similar to any other page.

• Save and Publish the Organizational Chart page when you are done editing the Properties.
• Republishing the listing feed does not automatically update the Organizational Chart page.
• You must republish the Organizational Chart page after republishing the listing feed in order for the changes to take effect.