OrgPlus 7 User Guide

OrgPlus User Guide
Orphan Management
The search panel can be used to place unassigned records (orphans) into a chart.
This is useful if your imported data contains no hierarchy information for one or
more records.
For example, importing the following data:
ID ReportsTo Name Title
1 Lynn Brewer CEO
2 1 Larry Stevens VP Sales
3 1 Claire Chancellor VP Engineering
4 1 Fred Barnes VP Marketing
5 1 Gary Truman Director Operations
6 1 Martin Sawyer Director Finance
10 14 Mary Wilson Marketing Director
11 10 Joan Levinson Marketing Director
Would result in the following chart:
With the following unassigned records:
ID ReportsTo Name Record Type
10 14 Mary Wilson Orphan w/o Mgr
11 10 Joan Levinson Orphan w/ Mgr
Even though Joan Levinson has a valid manager (Mary Wilson), Joan cannot be
included in the chart because her manager, Mary, cannot be included in the chart. If
Mary is assigned to a manager in the chart, Joan can be automatically included in
the chart.
➣ Assigning Orphans:
1 With the Search panel open, select Orphans w/o Mgr from the Search dropdown
list.
2 Click Search. A list of all unassigned records without a valid manager is
returned. You can also search for all orphan records (All Orphans) or all
orphans with valid managers (Orphans w/ Mgr) by selecting the associated
option in the Search drop-down list.
8-38 Searching Charts