Set up organigram

We will happily help you to change the appearance of an organigram. We have a preconfigured default variant that you will very probably be able to use for your purposes. Nonetheless, we, too, need to do a bit of setup work if this needs to be changed. If you would like to find out about organigram options, or use them, please get in touch with our support team.

Change the organigram

You can change the organigram via "Settings" - "Set up organigram", or by uploading the configuration file (p2o). There you will find the files which "feed" the organigram.

Employee data

Here you will find the "employees.csv". This file holds all the key data about the employees which will later be displayed in the organigram.

Successor data

Here you will find the "successors.csv" which contains the succession rule set.

Access table for HR and superiors

The "Zugriff.csv" controls, in the organigram display, who is permitted to view the organigram and how, which content is to be shown or hidden.

User-defined report 1 for OrgCharts

This is used as a placeholder for a new SQL that can be used to add functions to the organigram.

User-defined report 2 for OrgCharts

This is used as a placeholder for a new SQL that can be used to add functions to the organigram.

Configuration file

If you have customised your organigram, the p2o file is stored here. Clicking the small pencil on the right takes you to the editing window. Here the configuration file can be deleted and a new p2o file can be uploaded. If the p2o file is deleted from here, one accesses the umantis' default organigram once more.

Care needs to be taken that the p2o file has your umantis customer ID and "_umantis.p2o" for its file name. E.g. for a file name: 76524439_umantis.p2o Every other file is ignored and not recognised as a configuration file by the system. In this case, one once more uses the default organigram file which is integrated when the organigram function is supplied. If you wish to upload a customised p2o file you need to carry out the following actions to reconcile the data with the server data: "Update organigram" or these processes: "Provide data now", "Provide photos now" and "Copy data to server".

Actions

You will find the actions under: "Settings" - "Organigram settings"

1. Provide data now: Click the link to supply the changed data to the umantis system.
2. Provide photos now: Purely for the purposes of data provision, the photos can be stored separately in umantis and copied to the server.
3. Copy data to server: With this step the data that has been provided in the two preceding steps is copied to the server and can be viewed there.

Step by step

If you have added a new employee or deleted an employee or updated images, you should carry out these steps:

1. You have updated employee data (excluding photos)
2. Click "Update organigram (Employees - Actions "Update organigram")
3. Now all the data on the server is updated, (not photos)

If you want to update photos at the same time, follow these steps:

1. You have updated employee data (including photos)
2. Click "Provide data now (Settings-Organigram Settings-Action "Provide data now")
3. Click "Provide data now (Settings-Organigram Settings-Action "Provide photos now")
4. Click "Provide data now (Settings-Organigram Settings-Action "Copy data to server")
5. Now all the data on the server is updated, (including photos)

When these actions have been carried out, you should wait around 3 minutes before viewing the organigram, because a script runs in the background which carries out the data update process in the minute cycle and populates the relevant data folders with the new information.

You can find the "Update organigram" action under "Employees" on the left of the navigation. This action carries out the two actions "Provide data now" and "Copy data to server", one after the other with the correct waiting times. After this action you should, again, wait at least 3 minutes before viewing the organigram in order to give the internal update process time to do its work. It is important here that the action "Provide photos now" is not carried out at the same time. If photos also have to be updated, the action "Provide photos now" needs to be carried out beforehand, independently of "Provide data now", "Copy data to server" or "Update organigram".

Useful to know:

• The individual csv files cannot be copied to umantis manually. They are only regenerated, regularly each night, by the SQL within umantis.
• The "Update organigram" action may not update new photos, so this needs to be done separately using the action "Provide photos now" (before the update process).