Nakisa OrgAudit
User Guide
14/11/2013
Legal Notice
Copyright Nakisa Inc. 2013. All rights reserved.
The information contained in this document represents the current view of Nakisa on the issues dis-
cussed as of the date of publication. Because Nakisa must respond to changing market conditions, it
should not be interpreted to be a commitment on the part of Nakisa, and Nakisa cannot guarantee the
accuracy of any information presented after the date of publication.
This document is for informational purposes only. NAKISA MAKES NO WARRANTIES, EXPRESS OR
IMPLIED, AS TO THE ACCURACY OF THE INFORMATION IN THIS DOCUMENT. This document
should be read in conjunction with any applicable Professional Services Agreement that may be in effect.
Complying with all applicable copyright laws is the sole responsibility of the user. Without limiting the
rights under copyright, which are hereby expressly reserved, no part of this document may be copied,
reproduced, stored in or introduced into a retrieval system, distributed or transmitted in any form or by any
means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the
express written permission of Nakisa Inc.
Nakisa may have patents, patent applications, proprietary information, trade secrets, trademarks, copy-
rights, or other intellectual property rights (“the Nakisa IPR”) covering subject matter in this document.
Except as expressly provided in any written license agreement formally executed by Nakisa, the fur-
nishing of this document does not proffer any rights (license or otherwise) to the Nakisa IPR.
The example companies, organizations, products, people and events depicted herein are fictitious. No
association with any real company, organization, product, person or event is intended or should be
inferred.
Nakisa, Nakisa OrgManagement Series, Nakisa Talent Management Series, OrgChart, SocialLink, Direc-
tory, OrgModeler, OrgAudit, OrgHub for HR & Executives, OrgHub for Managers, OrgHub for Employees,
TalentHub for HR & Executives, TalentHub for Managers, TalentHub for Employees, TalentFramework,
TalentDashboard, TeamManager, FloorPlan, Nakisa Edit, Nakisa SelfService, Visualize What Matters
Most, Visualisez l’essentiel are either registered trademarks or trademarks of Nakisa Inc. in the United
States and/or other countries.
SAP Talent Visualization by Nakisa is a trademark of SAP AG.
The names of actual companies and products mentioned herein may be the trademarks of their respective
owners, and Nakisa makes no representations as to the right of any person or entity to use said trade-
marks.
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Contents
1 Welcome 1
1.1 About the Application 2
1.2 About Nakisa 2
1.3 What's New 3
1.4 Getting Help 3
2 Getting Started 4
2.1 Nakisa OrgAudit Overview 5
2.2 Accessing the Application 5
2.3 User Interface Overview 5
2.4 Using Menus and Tab Panels 7
2.5 Toggling and Resizing Display Panes 8
2.6 Moving Tab Panels Between Panes 8
2.7 Using the Selected Items Panel 8
2.8 Using the Details Panel 9
2.9 Setting Application Preferences 10
2.10 Using Accessibility Mode 10
3 Org Charts 12
3.1 Viewing Org Charts 13
3.2 Using the Org Chart Box Menu 16
3.3 Setting Org Chart Root 17
3.4 Changing Org Chart Views 17
3.5 Changing Org Chart Styles 20
3.6 Setting Zoom Level 21
3.7 Flagging Org Chart Boxes 22
3.8 Viewing Reporting Relationships 23
3.9 Viewing Dotted-Line Relationships 23
3.10 Using Notes with Org Chart Boxes 24
3.11 Saving Org Charts 25
3.12 Customizing Org Chart Display 26
4 ChartBook 27
4.1 About ChartBook 28
4.2 Defining ChartBook Page Printing Order 28
4.3 Using ChartBook Templates 29
4.4 Generating ChartBook 30
4.5 ChartBook Reference 30
4.5.1 ChartBook Reference 30
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4.5.2 General Tab 31
4.5.3 Cover Page Tab 32
4.5.4 Header & Footer Tab 32
4.5.5 References Tab 33
4.5.6 Hierarchy Tab 34
4.5.7 Protection Tab 35
5 Listings 36
5.1 Viewing Listings 37
5.2 Searching Listing Records 39
5.3 Saving Listing Search Queries 40
5.4 Sorting Listings 41
5.5 Customizing Listing Display 41
8 Troubleshooting 71
8.1 User login screen does not load 72
8.2 User interface does not display correctly 72
8.3 Cannot load the Print and Export wizard 73
8.4 Error Message: Internal Error 74
9 Glossary 75
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1 Welcome
1
Learn about Nakisa, obtain general information about the Nakisa OrgAudit application, and this user
guide.
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Cola, Kohler, Motorola, Michelin, Airbus, RBC Financial Services, Wrigley, Carrefour, Statoil, Merck and
Alstom.
For more information, visit www.nakisa.com
Nakisa – Visualize What Matters Most™.
Thank you for choosing software by Nakisa.
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2 Getting Started
2
Get familiar with the Nakisa OrgAudit user interface and functionality, learn how to set preferences, and
perform basic operations.
To log in:
1. Click the link on your company intranet, or enter the following URL in the Web browser:
http://<company>/OrgAudit. Replace <company> with the name of your company.
Note: The login page is not displayed if the system administrator enabled direct access to the appli-
cation using your company portal or your Windows account login information.
2. Add the URL to the browser Favorites list (or bookmark it) for easy access later.
3. On the login page, enter your user name and password.
4. If the application is available in multiple languages, select a language from the drop-down list. The lan-
guage selected in the most recent login is automatically set as default.
5. Select Accessibility Mode to access the text-only interface. See Using Accessibility Mode, section
2.10 on page 10 for more information.
6. Click Log In.
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System Administrator to suit the needs of your organization. In this case, the application may look slightly
different to what is displayed in this guide and may contain limited, advanced, or customized features.
The information provided in this guide may therefore not correspond exactly to your organization's instal-
lation. Certain features may not be enabled based on the role to which you are assigned.
The following image shows the main parts of the application user interface.
Application menu bar: Displays the available application menu items that provide access to tasks and
features.
Panel tool bar: Provides options for changing the view, style and magnification of an org chart, as well
as for accessing related actions and preferences.
Actions menu: Accesses the tasks you can perform on the org chart, listing, or Details tab panels.
Tab panels: Provide a tabbed interface that displays help, feature, task, and detailed record information
in a contained area. See Using Menus and Tab Panels, section 2.4 on next page.
Global Settings toolbar: Changes the application interface display, and provides access to the online
help and application preferences.
Trend reports: Graphical displays of data trends that can be searched.
Resizing bar: Extends the size of a display pane in a two-pane display.
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2 Getting Started
Scroll widget: Moves the org chart to any area of the display pane.
Selected Items panel: Provides the tasks you can perform on one or more records. Flag org chart
boxes to add the selected objects to this panel. See Using the Selected Items Panel, section 2.7 on the
facing page.
Zoom panel: Enables you to adjust the display view of the org chart. See Setting Zoom Level, section
3.6 on page 21.
See also:
l Using Menus and Tab Panels, section 2.4 below
l Toggling and Resizing Display Panes, section 2.5 on the facing page
l Moving Tab Panels Between Panes, section 2.6 on the facing page
l Setting Application Preferences, section 2.9 on page 10
l Using the Selected Items Panel, section 2.7 on the facing page
l Using the Details Panel, section 2.8 on page 9
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2.5 Toggling and Resizing Display Panes
View one tab panel at a time, or two panels side-by-side by switching between one-pane and two-pane dis-
play.
Note: In two-pane mode, you can set up a default window size for each pane. See Setting Application
Preferences, section 2.9 on page 10 for more information.
2. To display information in two panes, click . Use this view to display different sets of information
side-by-side for comparison or analysis.
3. In the two-pane view, click and drag the resizing bar to increase the display pane area.
See also:
l Using Menus and Tab Panels, section 2.4 on previous page
l Moving Tab Panels Between Panes, section 2.6 below
Task Description
Send Email Opens an empty e-mail message with the addresses of all the selected records in the
To field.
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2 Getting Started
Task Description
Silo Displays the reporting relationship between the current record and its parents. This
option is only available when org chart boxes are added to this panel.
Clear Items Removes all the selected records from the panel.
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l Click to see the Details panel that was previously opened.
l Click to see the first Details panel that was opened in this session (or the oldest Details panel
in the list).
l Click to see the next Details panel that was opened.
l Click to see the last Details panel that was opened.
2. To select a specific Details panel instead of navigating through the Details panels one by one using
the arrows, select the required Details panel from the drop-down list.
3. To clear the list of Details panels in the history, click . Click Ok to confirm your choice.
See also:
l Viewing Org Charts, section 3.1 on page 13
l Viewing Listings, section 5.1 on page 37
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2 Getting Started
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3 Org Charts
3
Use data quality org charts in Nakisa OrgAudit, access org chart features from the menu, and modify org
chart styles and views.
The available org charts are identified by the icon in the application menu. The application includes the
following org charts by default:
The Organization Structure org chart represents the reporting relationships of org units and their under-
lying org units and positions. Click an org unit box to access the org unit Details panel; click a position box
to access the position Details panel. The Details panels provide additional information about the errors
contained in the selected organizational object.
The default Error Standard view displays the error distribution by org unit, position, and employee, and
also shows any direct and indirect critical errors. Use other views, such as Severity or Trend, to visualize
different aspects of error reports. See Changing Org Chart Views, section 3.4 on page 17.
The following terms are applicable to the Organization Structure org chart:
Term Definition
Direct Errors Org unit, position, and employee errors detected during an audit run that are asso-
ciated directly with the selected org unit. In the preceding screenshot, there are no
errors in the org unit, position, or employee records that report directly to the
Finance and Administration org unit.
Indirect Errors Org unit, position, and employee errors detected during an audit run that are one or
more levels deeper than the selected org unit. In the preceding screenshot, there is
one error in the position records that report to org units that are subordinate to the
Finance and Administration org unit.
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Term Definition
Critical Errors Errors of the highest degree of severity as determined by audit rules set by the sys-
tem administrator. A critical error usually affects payroll. Nakisa OrgAudit hier-
archies specifically highlight the critical error count.
Note: Error totals displayed in parent org chart boxes may be inconsistent with the number of errors
shown in the child boxes. Parent org chart boxes display errors in all languages, but when the parent org
chart box is expanded, only positions and org units matching the applications selected language are dis-
played.
This org chart is based on a flat hierarchy of positions linked to a company code and has one org chart
view that displays the error distribution by record group and error severity. The following record groups are
available:
l OM - Organizational Management
l PA - Personnel Administration
l CM - Compensation Management
These groups correspond to the SAP ERP system modules where the records belong.
The Score column lists score values calculated based on the total number of errors in the record group,
the total number of records, and the rule weight coefficient (see Score Calculation, section 6.8 on page 56
for more details on the calculation). Click an org chart box to access the company code Details panel.
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3 Org Charts
This org chart is based on a flat position hierarchy and the default Error Severity view displays the direct
and indirect error distribution by record group and error severity. The Score column lists score values cal-
culated based on the total number of errors in the record group, the total number of records, and the rule
weight coefficient (see Score Calculation, section 6.8 on page 56 for more details on the calculation). The
values in the Records column show the number of position records for the OM group and number of
employee records for the PA and CM groups.
Note: Error totals displayed in parent org chart boxes may be inconsistent with the number of errors
shown in the child boxes. Parent org chart boxes display errors in all languages, but when the parent org
chart box is expanded, only positions matching the applications selected language are displayed.
Click an org chart box to access the position Details panel, which provides additional information about
the errors contained in the position record. Use the available Standard view to see the direct and indirect
errors for each record group. See Changing Org Chart Views, section 3.4 on page 17.
Note: A system administrator creates and sets up audit run rules and assigns their weight coefficients.
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3.2 Using the Org Chart Box Menu
Each org chart box has a menu with options you can select to perform the following actions:
Item Action
Add to Selected Items Sets a flag on the selected org chart box, and adds it to the
Selected Items panel.
/ Expand / Close This Branch Expands or collapses the records under the selected org
chart box.
/ Expand / Hide This Group Expands or hides the lower-level hierarchy associated with
the current org chart box. This action is available if the
administrator configures a linked hierarchy for the org chart.
Change Box View Changes the view for the selected box or all the boxes in
the org chart.
View In OrgChart l If the current org chart box is part of the root hierarchy,
sets the current box as the org chart root.
l If the current org chart box is part of a child hierarchy,
sets the org chart root to the object the current box
reports to.
Note: Some of these actions might not appear based on your particular configuration.
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3 Org Charts
View Description
Error Main Use this view to see the total number of direct and indirect errors.
For org units, displays the total full-time equivalents for employees and positions
for the org unit, and lists the total errors (direct and indirect) by org unit, position,
and employee.
For positions, displays the total and critical position and employee errors in the
position record.
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View Description
Error Standard Use this view for a detailed breakdown of direct and indirect errors, and to quickly
see if an org unit has any critical errors.
For org units, displays the total full-time equivalents for employees and positions
for the org unit, and lists the total errors (direct and indirect) by org unit, position,
and employee. Additional columns also display the breakdown of direct and indi-
rect errors, as well as any critical direct or indirect critical for each organizational
object.
For positions, displays the total and critical position and employee errors in the
position record.
Error Severity Use this view to see the breakdown of error severity.
For org units, lists direct and indirect errors for each organizational object based
on severity (low, medium, high, and critical). The icon at the top right of each org
chart box indicates the severity level of direct errors associated with the org unit:
l Green - no direct errors.
l Yellow - there is at least one direct error with severity level High.
l Red - there is at least one direct error with severity level Critical.
For positions, displays the total and critical position and employee errors in the
position record.
Error Trend Use this view to determine if the data integrity has improved over the last three
months.
For org units, lists the direct errors detected for each of the last three months. The
icon at the top right of each org chart box
l Green trend icon - the total for the previous month is lower than the one
before.
l Red trend icon - the total for previous month is higher than the one before.
l Yellow trend icon - all other cases. Note that the current month is not con-
sidered in the trend evaluation.
For positions, displays the total and critical position and employee errors in the
position record.
Error Severity Use this view to see the breakdown of error severity by group.
Score
This view displays the number of total errors (direct and indirect combined) of
each severity type (low, medium, high, critical), as well as the total number of
errors, the total number of records, and a score gauging the severity of these
errors for each group (OM, PA, CM).
Note: This view is only applicable for org units, not positions.
For a description of how the scores are calculated, refer to Score Calculation, sec-
tion 6.8 on page 56.
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3 Org Charts
View Description
Error Standard Use this view to see the breakdown of direct and indirect errors by group.
Score
This view displays the number of direct and indirect errors, as well as the total
number of errors, the total number of records, and a score reflecting the quality of
the data for each group (OM, PA, CM).
Note: This view is only applicable for org units, not positions.
For a description of how the scores are calculated, refer to Score Calculation, sec-
tion 6.8 on page 56.
View Description
Error Severity Use this view to see the breakdown of error severity by group (OM, PA, CM).
Lists the combined direct and indirect errors for each group based on severity (low,
medium, high, and critical) and provides the total number of errors for each group.
The Records column displays the total number of records for each group. This total
includes the records for the position object, as well as all subordinate position
objects (if applicable).
The Score column lists score values calculated based on the total number of errors
in the record group, the total number of records, and the rule weight coefficient (see
Score Calculation, section 6.8 on page 56 for more details on the calculation).
Standard Use this view to see the breakdown of direct and indirect position errors.
Lists the direct and indirect errors for each category and provides the total number
of errors for each category.
The Records column displays the total number of records for each category. This
total includes the records for the position object, as well as all subordinate position
objects (if applicable).
The Score column lists score values calculated based on the total number of errors
in the record group, the total number of records, and the rule weight coefficient (see
Score Calculation, section 6.8 on page 56 for more details on the calculation).
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3. Alternatively, right-click in the org chart box, then select Change Box View > Set View For All
Boxes > [view name].
Combined Org Chart Displays a compressed horizontal org chart with nodes dis-
played in the vertical format.
Horizontal Org Chart Displays a horizontal org chart with nodes displayed in the ver-
tical format.
Compressed Org Chart Displays a compressed horizontal org chart with child nodes
displayed in the condensed format.
Horizontal Org Chart - Com- Displays a horizontal org chart with child nodes displayed in
pressed Children the compressed format.
Condensed Org Chart Displays a vertical org chart with nodes displayed in the con-
densed format.
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3 Org Charts
Below are examples of the same org chart viewed in the different styles:
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Note: Zoom controls are unavailable in Mozilla Firefox when the org chart is in basic mode.
To set the zoom level in the enhanced-mode org charts using the Zoom panel:
1. In the org chart tool bar, click Zoom. The zoom panel expands and remains open until you click
again.
2. On the zoom panel, do one of the following to zoom the org chart in or out:
l Drag the slider to zoom to the required level in small increments.
l Click + or - in the panel to zoom in or out in large increments.
3. Click Fit To Page to fit the entire org chart in the display pane, or click Center To Page to
center the org chart on the page without reverting to its original size.
4. Click Map to visualize the location of the currently displayed org chart branch in relation to the entire
org chart. The red rectangle schematically identifies the current display view.
To set the zoom level in the enhanced-mode org charts using keyboard and mouse
shortcuts:
l Zoom in large increments using the mouse's scroll wheel anytime the mouse cursor is in the org chart
area.
l Press Spacebar to fit the entire org chart to the available space in the display pane.
l Press Shift+Spacebar to resize the org chart to its native dimensions.
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3 Org Charts
The icon appears in the org chart box, and the box is added to the Selected Items panel. A maximum
of 50 records can be added.
See also:
l Viewing Org Charts, section 3.1 on page 13
l Using the Selected Items Panel, section 2.7 on page 8
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or positions and other positions. The application displays dotted-line relationships in the org chart and posi-
tion Details panel.
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3 Org Charts
2. Expand the branches to find the required org chart box, then click the box to load the Details
panel.
3. In the Details panel, click the Notes tab.
4. Click:
To edit a note:
l Through the org chart:
1. Right-click an org chart box that contains a note.
2. Select Notes, then select:
l Edit Note to edit a public note.
l Edit Note to edit a private note.
3. In the resulting text window, edit the note's content, then click Save.
l Through the org unit, position, and employee Details panel:
1. Select the Notes tab.
2. Click:
l Edit Note to edit a public note
l Edit Note to edit a private note.
3. In the resulting text window, add the note's content, then click Save.
To remove a note:
1. In the org chart, right-click an org chart box that contains a note.
2. Select Notes, then choose:
l Remove Note to remove a public note.
l Remove Note to remove a private note.
3. In the resulting window, click OK.
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3. Click Actions menu > Add to My Org Charts.
4. Enter the org chart name and description.
5. Click Save.
The org chart is added to the application menu under My Org Charts.
Note: The org chart settings option in the Actions menu is not available for saved org charts.
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4 ChartBook
4
Generate interactive PDF documents that show the structure of individual branches in the organization.
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The following table shows the generated results for the org unit structure above depending on the selected
print order:
2 Org Unit 1.0 as the root and its direct-report- Org Unit 1.0 as the root and its direct-
ing positions. reporting positions.
3 Org Unit 2.1 as the root and its direct-report- Org Unit 2.1 as the root and its direct-
ing org unit. reporting org unit.
4 Org Unit 2.1 as the root and its direct-report- Org Unit 2.1 as the root and its direct-
ing positions. reporting positions.
5 Org Unit 2.2 as the root and its direct-report- Org Unit 3.1 as the root and its direct-
ing positions, as it has no subordinate org reporting positions.
units.
6 Org Unit 2.3 as the root and its direct-report- Org Unit 2.2 as the root and its direct-
ing positions. reporting positions, as it has no sub-
ordinate org units.
7 Org Unit 3.1 as the root and its direct-report- Org Unit 2.3 as the root and its direct-
ing positions. reporting positions.
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4 ChartBook
To generate a ChartBook:
1. Click an item in the application menu bar, then select the required org chart.
2. If you wish to start the ChartBook from a specific org chart box, expand the org chart to the required
record, then click to set that org chart box as the root.
3. In the org chart panel, click Actions > Generate ChartBook.
4. To use an pre-existing template, in the ChartBook Generator window, select Load Template from
the Templates drop-down list, then click Browse. Select a saved ZIP template file and click Load.
Otherwise, select Default Template.
5. To customize the ChartBook's appearance, click the tabs and specify the required properties. See
ChartBook Reference for details about ChartBook settings.
Tip: Selecting Quick Mode will generate the ChartBook more quickly by removing options such as
headers and footers, and the table of contents from the finished product. When Quick Mode is
selected, some generation options and tabs will not be available.
6. Optionally, once you finish defining the ChartBook properties, select Save Template from the drop-
down list at the top-right to save this template for future use. Enter the template name, click Save,
and specify the file location.
7. Click Generate PDF. As it is being created, the ChartBook will appear in the Progress section at the
top-right of the window. Note that this section also displays ChartBooks that are currently being gen-
erated by other users.
Completed ChartBooks will appear in the History window at the bottom-right.
Note: The time to generate a ChartBook depends greatly on the data size, system resources, and
number of records.
8. When the ChartBook is generated, click its title in the History window to access the file.
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l Reference Tab
Define the properties and style of the ChartBook generated content: table of contents, index, and leg-
end.
l Hierarchy Tab
Define the properties of the org chart hierarchy, subordinate tables and notes.
l Protection Tab
Define the ChartBook PDF file security properties.
Content
Hierarchy Specifies the name of the org chart. The org chart that you selected in the Org-
Chart menu is displayed by default.
Number of Levels Specifies the depth of the displayed org chart branch.
Print Order Specifies the sorting order that defines the printing sequence of record
branches:
l Level order - "breadth-first" order that sorts records by organizational level.
l Preorder - "depth-first" order that sorts records by individual branches.
For details, see Defining ChartBook Page Printing Order, section 4.2 on page
28.
Date Specify the current date or select Custom and specify any date. This date
appears on the cover page and in the page header if you select this option on the
corresponding tab. See Cover Page Tab, section 4.5.3 on next page and Header
& Footer Tab, section 4.5.4 on next page.
Paper
Paper Format Defines the paper size.
Unit Specifies the measurement unit applied to the margins, page header and footer
height. See Header & Footer Tab, section 4.5.4 on next page.
Margin Specifies the margin width applied along the page edge.
Email
E-mail Specifies the e-mail address where a notification will be sent once the Chart-
Book is generated.
See also:
l Generating ChartBook, section 4.4 on previous page
l Defining ChartBook Page Printing Order, section 4.2 on page 28
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4 ChartBook
Cover Page
Add Cover Select to add a cover page to the ChartBook.
Display Logo Select to display a logo on the cover page. The logo image is set by system
administrator. You may not have the logo image that was specified.
Display Date Specifies whether to display the date (set on the General tab). If you select the
option, you can specify the date format and font style.
Background Specifies ChartBook cover page background image file. To insert the back-
Image ground image, click Browse and select the image file.
See also:
l Generating ChartBook, section 4.4 on page 30
Header
Header Height The page header height in units (centimeters or inches) specified on the
General tab.
Display Logo Specifies whether to display a logo. If you select this option, the Browse
button and Logo Position drop-down list appear. Click Browse to select
an image for use as the logo in the header.
Display Date Specifies whether to display a date. The date is specified on the General
tab. If you select this option, the Date Style, Date Position, and Date
Format options appear.
Footer
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Header
Header Text Defines page header wording and style.
Section Title Style Specifies the style of the ChartBook section title to be displayed in the
header.
Header Frame Specifies whether to display a frame box around the page header.
Footer
Footer Height The page footer height in units (centimeters or inches) specified on the
General tab.
Display Logo Specifies whether to display a logo. If you select this option, the Browse
button and Logo Positiondrop-down list appear. Click Browse to select
an image for use as the logo in the footer.
Display Page Number Specifies whether to display the current page number in the footer.
Page Number Style Defines the page number font, size, and style.
Footer Frame Specifies whether to display a frame box around the page footer.
See also:
l Generating ChartBook, section 4.4 on page 30
Table of Contents
Display Page Number Specifies whether to display page numbers next to the table of con-
tents entries.
Page Leader Specifies a tab leader line style (dotted, dashed, solid, or none).
Level 1 Style / Level "n" Style Specifies a table of contents entry font style.
Index
Number of Columns Specifies the number of columns in the generated index.
Legend
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4 ChartBook
Table of Contents
Index
Column Separator Style Specifies the style of the line between index columns.
Page Leader Specifies the index entry tab leader line style (dotted, dashed,
solid, or none).
Section Title Style Specifies the section heading (letter) font style.
Alternate Rows Specifies the shading color of the legend table alternate rows.
See also:
l Generating ChartBook, section 4.4 on page 30
Organization Chart
Org Unit Hierarchy Specifies the preferred view for the org unit hierarchy. See Changing Org Chart
View Views, section 3.4 on page 17 for details about the views for each organ-
izational object.
Position Hierarchy Specifies the preferred view for the position hierarchy.
View
Employee Hier- Specifies the preferred view for the employee hierarchy.
archy View
Subordinate Table
Show Table Select to display tables that list the subordinate objects.
Header Style Specifies the font style of the subordinate table header row.
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Organization Chart
Subordinate Table
List Style Specifies the font style of the items in the subordinate table.
Alternate Rows Specifies the shading color of the subordinate table alternate rows.
Parents & Notes Display
Show Additional Specifies whether to show an org chart box's parent when generating a Chart-
Parent Nodes Book of two levels or more.
Export Notes Specifies whether to include org chart box notes in a separate list at the end of
the generated ChartBook.
See also:
l Generating ChartBook, section 4.4 on page 30
Protection
Requires password to open Select to add password protection to the generated PDF.
Permissions
Allow Print Select to allow printing the generated PDF file.
See also:
l Generating ChartBook, section 4.4 on page 30
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5 Listings
5
Use Nakisa OrgAudit listings to search, view, sort, and select records from the company human resource
database.
Listing Description
Audit Runs Provides a list of all audit runs with their respective run dates and
number of errors detected.
Use this listing to review all audit runs and to access the Audit Run
Details panel, which provides additional information about the rules used
and the number of errors for the selected audit run.
Errors by Audit Runs Provides a list of all errors (of all severities and statuses) and the audit
run in which they were identified. The listing also identifies the severity
and object type for the error. By default, the only searchable field in this
listing is the audit run ID. To search by error ID, use the All Errors listing
instead.
Use this listing to view all errors detected in all audit runs, and to access
the Errors Details panel, which provides additional information about the
errors and allows you to change the error status.
Open Errors Provides a list of all errors that have a status of "open" or "auto-opened".
The listing columns display information about the error, including:
l The rule that detected the error
l The group (OM, PA, CM) in which the error was detected
l The organizational object type that contains the error
l The severity of the error
l The org unit, position, and employee ID (where applicable) containing
the error
Use this listing to review all errors that need attention, and to access the
Errors Details panel, which provides additional information about the
errors and allows you to change the error status.
37 www.nakisa.com
Listing Description
Recently Closed Errors Provides a list of all errors that have been closed or auto-closed within
the last month, starting from today. For example, if today is April 15, the
listing will show all errors closed between March 16 and today. The list-
ing includes the same columns as the Open Errors listing. This listing
only displays errors that have a current status of closed or auto-closed; if
an error was closed in a previous audit run, but was auto-opened in a sub-
sequent one, the error will not appear in this listing, but in the Open
Errors listing instead.
Use this listing to review all errors that have been corrected, and to
access the Errors Details panel, which provides additional information
about the errors and allows you to change the error status.
Recently Opened Errors Provides a list of all errors that have been opened or auto-opened within
the last month, starting from today. This listing includes the same col-
umns as the Open Errors listing.
Use this listing to identify recent errors that need attention, and to
access the Errors Details panel, which provides additional information
about the errors and allows you to change the error status.
Ignored Errors Provides a list of all errors that have been opened set to Ignored status.
Use this listing or to review all ignored errors, and to access the Errors
Details panel, which provides additional information about the errors and
allows you to change the error status.
Last Audit Run Errors Provides a list of all errors (of all severities and statuses) that were
detected during the latest audit run. Errors of all severities and current
statuses are included in this listing. For example, if an error is opened dur-
ing an audit run, but is then set to "closed", it will appear as a closed
error. This listing includes the same columns as the Open Errors listing.
Use this listing to review the errors detected in the last audit run only,
and to access the Errors Details panel, which provides additional infor-
mation about the errors and allows you to change the error status.
Errors with Recent Provides a list of all errors whose status has been updated within the last
Status Change month, starting from today.
Use this listing to review any error status changes in the last month, and
to access the Errors Details panel, which provides additional information
about the errors and allows you to change the error status. Note that any
new errors detected from audit runs made in the last month are also
included in this listing.
Stale Errors Provides a list of all errors whose status has remained unchanged for
more than a month, starting from today.
Use this listing to identify old errors of all severities, and to access the
Errors Details panel, which provides additional information about the
errors and allows you to change the error status.
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5 Listings
Listing Description
All Errors Provides a list of all errors in the audit database. This listing includes the
same columns as the Open Errors listing. Note that the audit run ID is
not included in this listing. To view errors and their corresponding audit
runs, use the Errors by Audit Runs listing instead.
Use this listing to search for errors of all statuses and severities, and to
access the Errors Details panel, which provides additional information
about the errors and allows you to change the error status.
Company Code Provides a list of all the company codes in the organization. Use this list-
ing to access the company code Details panel.
Employee Listing Provides a list of all employees. Use this listing to search for employee
records and to access the employee Details panel.
Position Listing Provides a list of all positions. Use this listing to search for position rec-
ords and to access the position Details panel.
Org Unit Listing Provides a list of all org units. Use this listing to search for org unit rec-
ords and to access the org unit Details panel.
To view a listing:
1. In the application menu bar, click Audit, then click the required listing.
A list of records appears in the tab panel. You can perform a basic or an advanced search.
Note: Depending on your application configuration, listings may not contain any records when
accessed. A search must be performed to generate results.
2. Use navigation bar to browse the records.
3. To view additional information about a record in the Details panel, click the record in the listing.
See also:
l Searching Listing Records, section 5.2 below
l Sorting Listings, section 5.4 on page 41
l Saving Listing Search Queries, section 5.3 on the facing page
l Customizing Listing Display, section 5.5 on page 41
39 www.nakisa.com
Tip: In an SAP Live build, you can also search for employees using the Quick Search bar. See Using the
Graphical User Interface.
4. Click Actions menu > Add to Favorites to bookmark the current search results in your web
browser. The application uses the generic bookmark name "Nakisa Directory View". Enter a unique
name if multiple bookmarks are saved.
5. Move the mouse pointer to the or icons to display a brief description of the current search filter.
6. Click the icons to clear all values and reset the search parameters.
7. Click the required record in the list to open the Details panel.
See also:
l Viewing Listings, section 5.1 on page 37
l Saving Listing Search Queries, section 5.3 below
l Customizing Listing Display, section 5.5 on next page
Nakisa Inc. 40
5 Listings
To sort a listing:
1. Click the appropriate item in the application menu bar, then click the required listing.
2. Perform basic or advanced search.
3. Click the table column header to sort the listing records by the required field, then click the arrows to
sort the results in ascending or descending order.
4. Optionally, to move a column, click and drag the column heading over to the next column, then
release the mouse button.
See also:
l Viewing Listings, section 5.1 on page 37
l Saving Listing Search Queries, section 5.3 on previous page
41 www.nakisa.com
To set the listing tab panel:
1. Click the appropriate item in the application menu bar, then click the required listing.
2. Click Actions menu > Settings.
3. Under Display Option, select or clear the check box next to the required column headings to show or
hide them in the listing.
4. Specify the column order: select a field, then click or to set the order.
5. Select a number from the drop-down list to set the required Records per page. Listings can display
up to 50 records per page.
6. Select the Default Search Field. This sets the field operator for the basic search form located below
the menu bar of the listing panel.
7. Select a number from the drop-down list to set the required Records per page for printing.
Tip: The default number of records available for printing is 25. A maximum of 100 records per page
can be set for a printed listing.
8. Click Apply, then reload the listing to activate the new tab panel settings.
See also:
l Viewing Listings, section 5.1 on page 37
l Saving Listing Search Queries, section 5.3 on page 40
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6 Error Analysis and Maintenance
6
View organizational information from your human resource data repository and display error information.
Expand an org chart hierarchy to find specific org units, positions, and employees and view their asso-
ciated error counts, statuses, and trends.
44 www.nakisa.com
The top portion of the org unit Details panel provides general information about the org unit, such as the
ID, name, location, and cost center information. The bottom portion of the Details panel is organized into
the following tabs that display additional information about the org unit and any errors associated to it:
Tab Description
Direct Errors Displays all errors of all severities contained in the selected org unit, and in the posi-
tion and employee records that report directly to that org unit. The errors are organ-
ized into separate subtabs for each organizational object, which also display the
error status, rule, and group. Note that if there are no errors for a given organ-
izational object, the corresponding subtab does not appear.
In each subtab, you can perform the following tasks for each error record:
l Click an error record to view the error Details panel, which displays additional
information about the error and allows you to change the error status.
l Click to open the Profile window, which displays additional information about
the error and the rule that detected the error.
l Mouse over to view a detailed description of the rule that detected the error.
All Errors Displays errors of all severities contained in the org unit, position, and employee rec-
ords that report directly and indirectly to the selected org unit.
You can perform the following tasks for each error record:
l Click an error record to view the error Details panel, which displays additional
information about the error and allows you to change the error status.
l Click to root the Organization Structure org chart to the org unit in which the
error is contained.
Error Trend Displays a bar chart that shows the error distribution by organizational object for
Distribution each of the past 12 months. Note that this chart only displays direct errors.
To view the value associated with a graph bar, move the mouse pointer over the
bar.
Score The top portion of this tab displays the direct and indirect errors by group and sever-
ity, and provides the group score and total score for the org unit.
The bottom portion lists the rules that detected errors for each group, and the cor-
responding score. If the same rule detected direct and indirect errors, then separate
rows appear for each error type.
For more details on how the score is calculated, see Score Calculation, section 6.8
on page 56.
Note: This tab does not appear if there are no direct or indirect errors associated
with the org unit.
Notes Displays any notes associated with the current org unit. See Using Notes with Org
Chart Boxes, section 3.10 on page 24 for more details.
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6 Error Analysis and Maintenance
46 www.nakisa.com
Tab Description
Errors Displays all direct errors of all severities contained in the position record and/or the
incumbent's employee record. The errors are organized into separate subtabs for posi-
tions and employees. Note that if there are no errors for the position or employee, the
respective tab does not appear.
In each subtab, you can perform the following tasks for each error record:
l Click an error record to view the error Details panel, which displays additional
information about the error and allows you to change the error status.
l Click to open the Profile window, which displays additional information about
the error and the rule that detected the error.
l Mouse over to view a detailed description of the rule that detected the error.
Position Displays data contained in the position record, separated into two subtabs:
l The General tab displays basic information about the position, such as the ID,
org unit to which it belongs, and start and end dates.
l The Structure tab is divided into sections that lists positions on the same hier-
archal level and the managing position(s).
Employee Displays data contained in the position incumbents' employee record, separated into
two subtabs:
l The Personal tab provides the employee name and ID.
l The Contact tab contains contact information for the employee.
Notes Displays any notes associated with the current position. See Using Notes with Org
Chart Boxes, section 3.10 on page 24 for more details.
Tab Description
Errors Overview Displays all direct errors of all severities contained in the position record and/or the
incumbent's employee record. The errors are organized into separate subtabs for
positions and employees. Note that if there are no errors for the position or
employee, the respective tab does not appear.
In each subtab, you can perform the following tasks for each error record:
l Click an error record to view the error Details panel, which displays additional
information about the error and allows you to change the error status.
l Click to open the Profile window, which displays additional information
about the error and the rule that detected the error.
l Mouse over to view a detailed description of the rule that detected the error.
An additional subtab named Time Lag Report displays the time difference (in
days) between the change date of a employee record, and the start date of that rec-
ord. See Time Lag, section 6.10 on page 60 for details on how the time lag is cal-
culated.
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6 Error Analysis and Maintenance
Tab Description
General Displays data contained in the position record, separated into two subtabs:
l The General tab displays basic information about the org unit to which the posi-
tion belongs, position information, and job information.
l The Structure tab is divided into sections that lists positions on the same hier-
archal level and the managing position(s).
Personal Displays basic data contained in the incumbent's employee record, such as the
name and ID.
Score The top portion of this tab displays the direct and indirect errors by group and sever-
ity, and provides the group score and total score for the position.
The bottom portion lists the rules that detected errors for each group, and the cor-
responding score index. If the same rule detected direct and indirect errors, then
separate rows appear for each error type.
The screenshot below identifies the values displayed in the Score column. For
more details on how the score is calculated, see Score Calculation, section 6.8 on
page 56.
This tab does not appear if there are no direct or indirect errors associated with the
position.
Notes Displays any notes associated with the current position. See Using Notes with
Org Chart Boxes, section 3.10 on page 24 for more details.
48 www.nakisa.com
To access the position Details panel:
1. Do one of the following to find the required position record:
l In the application menu bar, click Audit > Organization Structure Org Chart, then navigate to
the position.
l In the application menu bar, click Audit > Position Org Chart, then navigate to the position.
l In the application menu bar, click Audit > Position Listing, then search for the position.
2. Click the org chart box or listing record for the required position. The Details panel loads in the inter-
face.
3. Click the various tabs described in the preceding tables to view the required error information.
4. To view the position record in the org chart, click Actions, then select View in Position Hierarchy
(if viewing the Details panel accessed from the position org chart or listing) or View in Organization
Structure Org Chart (if viewing the Details panel accessed from the Organization Structure org
chart).
The org chart refreshes and its root is the position (in the Position hierarchy) or the org unit to which
the position belongs (in the Organization Structure org chart).
See also:
l Viewing Error Details, section 6.7.1 on page 53
l Modifying Error Status, section 6.7.2 on page 55
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6 Error Analysis and Maintenance
Note: Due to customizations and user roles determined by the System Administrator, the Details panel
may not correspond exactly to the information presented here; certain features may not be enabled.
The Details panel contains the following two tabs:
Tab Description
Company Code Provides the company code name and ID.
Score The top portion of this tab displays the errors by group and severity, and provides
the group score and total score for the company code. This tab does not appear if
there are no errors associated with the company code.
The bottom portion lists the rules that detected errors for each group, and the cor-
responding score index. Note that there is no distinction between direct and indi-
rect errors for company codes.
The screenshot below identifies the values displayed in the Score column. For
more details on how the score is calculated, see Score Calculation, section 6.8 on
page 56.
Notes Displays any notes associated with the current company code. See Using Notes
with Org Chart Boxes, section 3.10 on page 24 for more details.
50 www.nakisa.com
4. To view the company code as the root node in the Company Code org chart, click Actions, then
select View in Company Code Org Chart.
See also:
l Viewing Org Unit Details, section 6.2 on page 44
l Viewing Position Details, section 6.3 on page 46
l Viewing Error Details, section 6.7.1 on page 53
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6 Error Analysis and Maintenance
run ID 0, and the status of 10 of them were changed to "closed" in the application but not corrected in
the SAP system, these 10 errors will appear as "auto-opened" in audit run ID 1. To review all opened
and re-opened errors, use the Open Errors listing.
In this example, two errors were closed in audit run 0, and the subsequent audit run detected five auto-
closed errors and one auto-opened error. This indicates that five errors were corrected directly in the SAP
system and one of the two closed errors was not corrected in the SAP system. At this point, you can use
the Open Errors or All Errors listing to verify the error that needs attention.
Tabs
The bottom portion of the Details panel contains three tabs that provide additional information about the
current audit run:
52 www.nakisa.com
l The Active Rules tab lists the rules used in the audit run. The following details are displayed for each
rule used in the audit run:
l Rule ID
l Rule description
l Group to which the rule applies (OM, CM, PA)
l Component to which the rule is associated. This is a user-defined value that is set in the Nakisa
AdminConsole.
l The number of new or auto-opened errors detected by the rule.
l The Statistics tab displays two charts that help in tracking the severity and status of errors in the cur-
rent audit run:
l The Detected Errors Distribution by Component and Severity column graph breaks down the
errors by severity, and groups them by component. Mouse over the bars to see the actual number
of errors.
l The Distribution of Open, In Progress, Closed, and Ignored Errors pie chart displays the
breakdown of errors by status. Mouse over the pie segments to see the actual number.
l The Notes tab allows the user to add public and private notes to the selected audit run, similar to the
org chart box notes.
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6 Error Analysis and Maintenance
54 www.nakisa.com
Tip: Once an error is identified, take appropriate action, such as updating the error status or notifying the
manager who is responsible for the org unit so the error can be corrected.
See also:
l Viewing Audit Run Details, section 6.6 on page 51
l Modifying Error Status, section 6.7.2 below
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6 Error Analysis and Maintenance
l Flag as in progress: Select this option to indicate that a new error is in the process of being cor-
rected, and enter a progress description in the Comments field.
l Ignore: Select this option if you would like the application to ignore this error in future audit runs.
l Unignore: Select this option to remove the "Ignore" status for the error. Any error that is unig-
nored is set to "Open" status. Note that this option is only available for ignored errors.
l Add Comment: Select this option to update the comments for an error, and enter the description
in the Comments field. Note that you can add a comment to an error of any status type.
l Close: Select this option to close an error.
Note: An error must be set to "In progress" before it can be closed.
l Open: Select this option to re-open a closed error.
3. Click Confirm. The modification is updated in the History tab.
4. Click the History tab to review all the status changes and updates for the error. Mouse over the
icon to view the comments associated with each change.
See also:
l Viewing Error Details
l Viewing Audit Run Details
l Changing Org Chart Views, section 3.4 on page 17
l Viewing Org Unit Details, section 6.2 on page 44
l Viewing Position Details, section 6.3 on page 46
l Viewing Dashboard Reports, section 6.9 on page 58
56 www.nakisa.com
Calculating Correct Records
Nakisa OrgAudit calculates the percentage of correct records for a rule by dividing that rule's number of
correct records by its total number of records, multiplied by 100.
Rule Score
After the percentage of correct records for each rule is calculated, Nakisa OrgAudit then determines the
score for each rule. This rule score is equal to the previously calculated percentage adjusted by the weight
specified in Nakisa AdminConsole.
For example:
l Rule A: percentage of correct records = 80%, weight =30%; rule score A = (80 x 0.30) = 24
l Rule B: percentage of correct records = 30%, weight = 50%; rule score B = (30 x 0.50) = 15
l Rule C: percentage of correct records = 100%, weight = 20%; rule score C = (100 x 0.20) = 20
Group Score
After all the rule scores are calculated, Nakisa OrgAudit then determines the score for each group (OM,
PA, CM). The group score is the sum of all rule scores within that group.
To calculate the group score using the rule scores from the example above and assuming that they all
belong to the same group:
group score = rule score A + rule score B + rule score C = 24 + 15 + 20
This yields a group score of 59%.
Total Score
Once the group scores are calculated, Nakisa OrgAudit generates a total score for the entire collection of
data in the database. The total score calculation adds the group scores, adjusted for weight. The default
weights for each group used in the total score calculation is as follows:
l OM = 30%
l PA = 50%
l CM = 20%
For example:
l OM group score = 74%
l PA group score = 59%
l CM group score = 95%
The total score for these values is 71%, as described by the equation below:
total score = (74 x 0.30) + (59 x 0.50) + (95 x 0.20) = 22.2 + 29.5 + 19 = 22 (rounded down) + 30 (rounded
up) + 19
See also:
l Viewing Position Details, section 6.3 on page 46
l Viewing Company Code Details, section 6.5 on page 49
l Viewing Dashboard Reports, section 6.9 on next page for Score on Company Code (12 Months)
report.
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6 Error Analysis and Maintenance
Dashboard
Selecting this report displays a combination of the Error Detection Trend and Error Detection Distribution
reports described below.
58 www.nakisa.com
l Error Distribution by Status
The different portions of each pie chart are described by their related legend. You can use the Search
dialog box at the top of the panel to refine the report's criteria.
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6 Error Analysis and Maintenance
60 www.nakisa.com
7 Print and Export
7
Learn how to print and export org charts and listings from the application to various image and document
formats.
62 www.nakisa.com
c. Enter the desired Header Text and use the font, size, style, alignment, and color controls to edit
the text.
d. Select the Display Logo checkbox to include an image in the header. The logo image is spec-
ified in the Nakisa AdminConsole.
e. Specify the image's position in the header through the drop-down list that appears when Display
Logo is selected.
f. Select the Display Date checkbox to include today's date in the header.
g. Specify the date's position in the header through the drop-down list that appears when Display
Date is selected.
h. Select the Add Footer checkbox to create a footer section for the page. Its controls are the
same as those for the header.
4. In the Notes & Signature step, you can create note and signature fields using the following tools:
a. Enter the required text in the Note and/or the Signature field.
Tip: A note is a blank text box for entering text, and a signature contains pre-defined text that you
can modify.
b. In the Target Page drop-down list, select the page on which the note or signature should appear.
c. Select the Text Color and Background Color for the note or signature.
d. Select the Display Border checkbox if you want the note or signature to have a black border
around it.
e. Click Add Note or Add Signature.
Tip: Drag the note or signature to reposition it on the page, or click the X at the box's top-left to
remove it.
5. Click Print. If printing from the Profile window, you'll have the additional option to print either to
PDF or to the printer.
6. In the Print dialog box, set the paper format and orientation to match the settings specified above.
7. Click OK.
See also:
l Exporting Data, section 7.3 on page 68
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7 Print and Export
The bottom frame displays a preview of the org chart or listing that is dynamically updated as you change
each setting in the wizard, and includes a Zoom panel to change the size and position of the org chart in
the preview.
Note: The Zoom panel only affects the print preview, and does not change the size or position of the
printed org chart.
The following procedure outlines the steps for basic printing on one page.
Note: Depending on the administrator's configuration, some of the following features may not be avail-
able.
64 www.nakisa.com
12. In the Print dialog box, click Preferences and adjust the paper size and orientation to match the
paper settings specified in step 4.
13. If the margins are too small for the printer, the application displays a dialog with the minimum printer
margins. Click Yes to have the application automatically update the margins for you, or click No to
adjust the margins yourself.
14. Click OK > Print.
See also:
l Exporting Data, section 7.3 on page 68
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7 Print and Export
66 www.nakisa.com
Note Description
Text Contains user-defined content.
Image Displays a selected image. The following image formats are supported:
l JPG, JPEG
l PNG
l GIF
l BMP
Up to five images can be added. Each image must have a resolution of between 72-300
DPI and must not exceed 1 MB.
The dimensions of the image cannot be changed in the print wizard. Ensure that the
image has the required dimensions before adding it to the printed document.
Date Displays the current date by default (can be modified) in a user-defined format.
Watermark Displays user-defined content diagonally across the page in light gray.
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7 Print and Export
68 www.nakisa.com
4. Click the Notes tab and add information in the printout. See Printing and Exporting Notes, section
7.2.3 on page 66.
5. Validate the image displayed in the preview pane.
6. Optionally, from the Templates drop-down list, select Save Template, enter the template title and
select Include title in template name to ensure this title is part of the template name when you
save it.
7. Click Export to Image to assign a file name and location to the exported file.
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7 Print and Export
Exporting Listings
To export to a comma-separated value (CSV) or Microsoft Excel file:
1. Click Actions > Export to CSV or Export to Excel.
2. Select All Fields to export information for all of the available listing columns, or select Display
Fields to only export information for the columns that are currently displayed in the listing. Click Con-
tinue.
3. In the message box, click Open to view the Excel file, or click Save to save it as a comma-separated
value or an Excel worksheet file.
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8 Troubleshooting
8
Find solutions to most common issues in .
Explanation
JavaScript is disabled in the Web browser.
Solution
Enable JavaScript in the browser Internet options.
Procedure
Microsoft Internet Explorer
1. Click Tools on the menu bar, then select Internet Options. The Internet Options dialog box appears.
2. Click the Security tab, then click Intranet.
3. Click Custom Level to open the Security Settings - Local Intranet Zone dialog box.
4. Click Enable for Active Scripting in the Scripting section.
5. Click OK to close the dialog boxes.
6. Press F5 to refresh the browser.
Mozilla Firefox
1. Click Tools on the menu bar, then select Options.
2. Click Content and select the Enable JavaScript check box.
3. Click OK to close the dialog box.
4. Restart Firefox.
Explanation
Screen resolution is too low.
JavaScript is disabled in the Web browser.
Solution
Set your computer screen resolution to 1024 by 768 or higher in the Windows Display Properties.
Enable JavaScript in the browser Internet Options.
72 www.nakisa.com
Procedure
1. Right-click the Windows Desktop and select Properties. The Display Properties dialog box appears.
2. Click the Settings tab.
3. Drag the Screen resolution bar and increase the value to 1024 by 768 or higher.
4. Click Apply. The screen adjusts to the selected resolution.
5. Click Yes to save the new settings.
6. Click OK.
Microsoft Internet Explorer
1. Click Tools on the menu bar, then select Internet Options. The Internet Options dialog box appears.
2. Click the Security tab, then click Intranet.
3. Click Custom Level to open the Security Settings - Local Intranet Zone dialog box.
4. Click Enable for Active Scripting in the Scripting section.
5. Click OK to close the dialog boxes.
6. Press F5 to refresh the browser.
Mozilla Firefox
1. Click Tools on the menu bar, then select Options.
2. Click Content and select the Enable JavaScript check box.
3. Click OK to close the dialog box.
4. Restart Firefox.
Explanation
Pop-up windows are disabled in the Web browser.
Solution
Enable pop-up windows in the browser Internet options.
Procedure
Microsoft Internet Explorer
1. Click Tools on the menu bar, then select Internet Options. The Internet Options dialog box appears.
2. Click the Privacy tab.
3. Clear the Turn on Pop-up Blocker check box in the Pop-up Blocker section.
4. Click Apply and OK.
Mozilla Firefox
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8 Troubleshooting
Explanation
An unexpected error occurs that prevents an application task from completing successfully if the Web
browser or server cannot handle the request.
Errors indicate that administrative action is needed if the “Internal Error” persists.
Solution
Contact your system administrator.
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9 Glossary
The following table lists terms and definitions in the application:
Term Definition
Box menu A menu accessed from an org chart box that provides org chart navigation and view-
ing options.
Condensed An org chart box view that is smaller than the regular style. See regular style.
style
Details panel The panel that displays additional information on a selected department or position
record.
Display pane The main viewing area of the application where task or feature information is shown.
Display panel The individual sections that display feature, task, detailed information, or help for
the current module.
Dotted rela- The situation where an employee holds more than one position and/or reports to
tionship more than one manager.
Flag org chart A feature accessed in the org chart box menu that adds the specified record to the
box Selected Items panel. See Selected Items panel.
Hierarchy root The top level of a hierarchy that does not have a parent node.
KPI Key Performance Indicator. KPIs are used to measure a specific aspect of the data.
Localization The process of adapting software applications to various languages and regions.
Node An individual element in a hierarchy that is branched to parent and/or child nodes
based on structural relationships.
Org chart A diagram consisting of one or more hierarchies that shows the organization struc-
ture, the relationships and relative ranks of its parts, and positions.
Org chart box An individual element of an organizational chart that displays record information in a
box.
Org chart root The top level of an org chart. The org chart root does not have a parent org chart
box.
Org chart style A way of displaying org charts. A vertical style, for example, displays all org chart
boxes vertically.
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9 Glossary
Term Definition
Org chart view The layout of information displayed in an org chart box.
Profile window A pop-up window that displays all information in the Details panel.
Regular style The normal org chart box layout. The regular style is larger than the condensed
style, allowing more information to be displayed in the org chart box. See con-
densed style.
Saved listing A user-saved listing. A search or filter operation is performed to activate this fea-
ture. The listing is saved based on the search or filter criteria and can be accessed
at any time by the user.
Saved org chart A user-saved org chart. The org chart is saved as it is displayed on the screen and
can be accessed at any time by the user.
Selected Items The panel that displays flagged org chart boxes or selected listing records.
panel
Settings panel The panel where users define their display preferences for org charts and listings.
Shared position A position that has more than one assigned employee.
Silo A function that displays an org chart from the selected record and all the direct and
indirect managers above that record.
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10 Index
level-order 28
A logo, displaying in 32
output preferences, saving 29
accessibility mode
page printing order 28
selecting 5
pre-order 28
switching to 10
printing 30
using 10
sorting options 28
application
subordinate tables, configuring display 28
accessing 5
subordinate tables, generating 34
display views, modifying 8
tab page reference 30
menu bar 6-7
table of contents, setting up 33
work area, customizing 8
templates, using 29
application preferences, setting 10
company code org charts, about 14
application themes, defining 10
compressed, org chart style 20
audit run
condensed, org chart style 20
defined 2
cover page, defining for ChartBook 32
average response time, OrgAudit listing 59
critical errors, defined 14
B CSV files
exporting listings to 70
basic
print wizard 62 D
browsers, printing settings 62
Dashboard
C listings 58
dates
ChartBook ChartBook, specifying in 31
about 28 format, defining default 10
background color and image 32 department listings, viewing 37
cover page, defining 32 Details panel, using 9
generating 30 direct errors, defined 13
indexes, generating 33 display
legend tables, generating 33 panes, resizing 8
Nakisa Inc. 77
10 Index
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10 Index
Nakisa Inc. 79
10 Index
R T
records, viewing details 9 tab panels
regional settings, defining 10 Details, using 9
relationships moving between panes 8
dotted line, viewing in org chart 24 Selected Items, using 8
subordinate, displaying in output 34 table of contents
supported for viewing 23 ChartBook, setting up 33
reporting relationships, viewing 23 technical support, obtaining 3
resizing bar, location 6 templates
roots, org chart 17 ChartBook, using 29
themes, application display 10
S TOC. See table of contents 33
two-pane layout, specifying 8, 10
saved hierarchies 25
scroll widget, location 7
U
search queries, saving 40
searching user interface
listing records 39 accessibility mode, using 10
security settings, in ChartBook PDFs 35 customizing 8
Selected Items panel overview 5
location 7 text-only, switching to 10
settings
application, defining 10 V
signatures, using as notes on printed org charts 66
vertical, org chart style 20
silos, using for viewing hierarchies 23
standard mode org charts
W
See also Flash mode 10
standard views, in position hierarchies 17 watermarks, using in printed output 66
subordinate tables work area, customizing 8
generating in ChartBook 34
using in ChartBook 28 Z
subordinates, displaying in ChartBook 28
zoom panel
location 7
using 21
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10 Index
Nakisa Inc. 81
Headquarters Europe Asia Pacific
Nakisa Inc. Nakisa GmbH Nakisa
733 Cathcart Altrottstraße 31 24-12
Montreal, Quebec H3B 1M6 69190 Walldorf 10 Anson Road, International Plaza
Canada Germany Singapore 079903
Phone: +1 (514) 228-2000 Phone: +49 (0) 6227-734070 Phone: +65 6822-5991
Fax: +1 (514) 286-9786 Fax: +65 6822-5990