OrgPlus Enterprise Courses
Course Description: OrgPlus Enterprise End User training is an introduction to the solution's functionality. More in-depth training can be found in our OrgPlus Enterprise Power User class.
Format: Web Based
Length: 2.5 hours (includes lab exercises)
Who Should Attend:
- OrgPlus Enterprise end users with viewing rights only
To Purchase
Topics Covered:
- Accessing charts (i.e. Domains and Views)
- Chart navigation and visualization tools
- Printing charts
- Publishing charts to Excel, PDF and PowerPoint
- Chart panels (i.e. Profiles, Bookmarks and Indexes)
- Directory and OrgTree modules
- Chart modeling and using modeling tools
- Chart formatting
Course Description: The OrgPlus Enterprise Power User helps end users take full advantage of OrgPlus' modeling and publishing capabilities.
Format: Web Based
Length: 3 hours (includes lab exercises)
Who Should Attend:
- OrgPlus Enterprise end users with edit and configure rights
To Purchase
Topics Covered:
- Advanced publishing (PDF and PowerPoint)
- Creating models
- Formatting charts
- Managing sub-charts
- Creating formulas
- Creating conditional formats
- Creating legends
- Chart panels (i.e. Profiles and Indexes)
- Creating multi-record boxes
- Scenario comparison
- Orphan management
Course Description: OrgPlus Enterprise Admin I is the first of two courses required to become an OrgPlus Enterprise administrator. Admin I covers systems configuration and security setup.
Format: Web Based
Length: 4 hours (includes lab exercises)
Who Should Attend:
- OrgPlus Enterprise administrators
To Purchase
Topics Covered:
- Data source fields required to build an org chart
- Connection to various data sources (i.e. Excel, Active Directory, SQL, etc.)
- Basic configuration of charts and directories
- Enhancing charts with profiles and indexes
- Security configuration
- Security roles
- Role determination
- Field level security
- Filter based security
- Structural security
Course Description: OrgPlus Enterprise Admin II empowers OrgPlus Enterprise administrators to build templates and reports in OrgPlus Enterprise, create formulas and calculations based on HR data, and establish best practices for chart design, merged and mapped fields, and security design.
Format: Web Based
Length: 4 hours (includes lab exercises)
Who Should Attend:
- OrgPlus Enterprise administrators
To Purchase
Topics Covered:
- Creating custom chart views
- Formatting chart boxes
- Configuration of branch styles
- Managing field types
- Creating formulas
- Creating conditional formats
- Creating multi-record boxes
- Other advanced charting techniques (i.e. matrix reports, groups & chart rules)
- Advanced options
Course Description: OrgPlus Enterprise Blueprint Training provides an in-depth solution overview to successfully create modeling scenarios and analyze key workforce metrics.
Format: Web Based
Length: 2 hours (includes lab exercises)
Who Should Attend:
- OrgPlus Enterprise Admins and End Users
To Purchase
Topics Covered:
- Setting user access permissions
- Importing charts from OrgPlus Enterprise
- Staging area
- Working with metrics
- Changing data fields
- Changing the status of Blueprint charts
- Moving charts into actioned folder
- Writing back to OrgPlus Enterprise
Course Description: This training provides a detailed overview of the OrgPlus Enterprise Archive and Compare solution. Learn how to successfully create archived charts and produce and manage archived reports
Format: Web Based
Length: 2 hours (includes lab exercises)
Who Should Attend:
- OrgPlus Enterprise administrators, OrgPlus Enterprise power user
To Purchase
Topics Covered:
- Enabling archiving for a domain
- Scheduling archiving events for a domain
- User interface and functionality
- Changing displayed charts
- Searching archive lists
- Understanding and changing archive status



