OrgPlus 7 User Guide

OrgPlus User Guide
Note: Any person that appears more than once in your organizational chart has a
icon in lower right corner of their box. Click this icon to navigate to the next
occurrence of that person.
➣ To identify duplicate reports in your chart
1 Select the Duplicates… button in the Import Wizard - Data Settings dialog box
to display the Identify Duplicates dialog box.
2 Click the Identify duplicate records checkbox.
3 Select a field to be used as a Key for identifying duplicate records.
4 Specify whether you want to automatically update your duplicate records when
refreshing data. Automatically Update will automatically update the icon in
chart boxes when manual edits are made to a chart. We recommend that you do
not select this option.
5 Specify whether you want to show alternate managers for your duplicate
records. Selecting the Show alternate managers checkbox displays alternate
manager for each duplicate employee record:
• As callout displays a callout containing the alternate managers.
• As part of box displays the alternate managers within each box.
9-26 Advanced Import