Feature Run Through: Organisation Chart

Organisation charts can be a powerful tool for providing insight into your clients’ structure. If you’re still getting to grips with how they work in itris 9, here are the definitions of each contact to help you nail your chart.

Line Manager: a contact at a company that is assigned as one or more contact’s Line Manager (may also have a Line Manager)

Direct Report(s): a contact that has a Line Manager (may also be a Line Manager)

Orphaned Contacts: contacts that have no Line Manager assigned, and no Direct Reports (i.e. they are not a Line Manager either)

Partially Orphaned Contacts: contacts that have no Line Manager assigned, but do have one or more Direct Reports (i.e. they are a Line Manager)

Un-Managed Contact: contacts with N/A set as their Line Manager (example: CEO)

Archived Contact: contact that has been set as archived

Ended Contact: contacts that no longer work at the company and have had their End Date set