Track Changes Panel

The Track Changes dynamically updates to keep a running list of all edits to your chart. Once you finish editing your chart, you can easily review all changes with management or Human Resources directly within OrgPlus, or via a Microsoft Excel or Word report. To access the Track Changes panel, click the View tab and select Track Changes.

Note: The Track Changes panel is only available to OrgPlus Premium users. To upgrade your version of OrgPlus, please visit the OrgPlus Online Store.  

From the Track Changes panel you can:

• View all changes - new hires, separations, transfers and other updates - made to a chart

• Accept and reject changes

• Generate and print reports

Overview of the Panel

The Track Changes panel has three main parts:

• The toolbar

• The status bar

• The main Track Changes pane

The Toolbar

The Track Changes toolbar has the following buttons:

The Status Bar

The status bar enumerates the changes made to the chart.

In the above example, three total changes have been made:

• One chart box was added

• One chart box was deleted

• No chart boxes were moved

• One chart box was modified

The Main Pane

The main Track Changes pane lists in detail the changes made to your chart.

Identifying Fields

You can identify fields defined in your project with OrgPlus predefined fields.

To identify fields, click the Identify Fields button in the Track Changes toolbar . This opens the Identify Fields dialog box:

There are two columns in this box:

·  The OrgPlus Field column contains all of the OrgPlus predefined fields.

·  The User Field column contains the fields included in your imported data document. They are placed in line with the predefined fields they most closely match.

To identify field mapping:

1        In the Identify Fields dialog box, find the field in the OrgPlus Field column to which you want to map a field from your document.

2       Click the right side of the associated cell in the User Field column to expand the dropdown menu, and select the field you want mapped.

3       If the selected User Field is also mapped elsewhere, make sure you unmap it using the instructions below.

To unmap a field:

1        In the Identify Fields dialog box, find the field in the User Field column you want to unmap.

2        Click the right side of the cell to expand the dropdown menu, and select the blank option at the top of the list.

The values set in these drop-downs determine what fields are used in the Track Changes panel, and in the Excel and PAN reports when Name, Job Title, and Employee ID are displayed.

Accepting and Rejecting Changes

Changes made to your chart can be accepted or rejected, even after the altered chart has been saved.

To accept a single change to a chart:

1   Click to select the change in the Track Changes list.

2   Click the Accept Changes button to view the options.

3   Select Accept.

To accept all changes to a chart:

1   Click the Accept Changes button to view the options.

2   Select Accept All.

To reject a single change to a chart:

1   Click to select the change in the Track Changes list.

2   Click the Reject Changes button to view the options.

3   Select Reject.

To Reject all changes to a chart:

1   Click the Reject Changes button to view the options.

2   Select Reject All.

 Changes Backup

When accepting or rejecting all changes, you are presented with a warning dialog:

Selecting "Create backup" and clicking OK archives your chart to the Track Changes subfolder in the My Charts folder. For information on accessing archived charts, see Opening an Existing Chart.