Nakisa User Guide Final

8/20/2019 Nakisa User Guide Final

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Nakisa OrgChart User Guide March 2015 1


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Navigating Nakisa

Table of Contents

1 - Getting Started 3

1.1 Accessing Nakisa 3

1.2 User Interface Oerie! "

1.3 A##$icati%n Menu &ar 5

1." '%gg$ing and (esi)ing *is#$a+ ,anes 5

1.5 Using the *etai$s ,ane$ 5

2 - Organi)ati%na$ Org Charts /

2.1 ie!ing Org Charts /


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2.2 Setting the Org Chart (%%t

2.3 Changing Org Chart ie!s

2." Changing Org Chart St+$es 11

2.5 Setting %%4 ee$ 12

2./ ,rinting *etai$s fr%4 Org Charts 13

2.6 Saing Org Charts1/

3 - Chart&%%k 1

3.1 Generating a Chart&%%k1

" - isting 1

".1 Search isting (ec%rd 1

".2 Saing isting Search 7ueries22


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1 - Getting Started

1.1 Accessing Nakisa

G% t% the MySCEmployee login page htt#s8994+sce4#$%+ee.sc.g% .

:nter +%ur SCES !ser d and "ass#ord.

C$ick $og on.

C$ick the Nakisa ta;.


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1.% !ser nterface &vervie#


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Application men' bar - *is#$a+s the aai$a;$e a##$icati%n 4enu ite4s that #r%ide access t%tasks and features.

Actions men' - Accesses the tasks +%u can #erf%r4 %n the %rg chart< $isting %r detai$s ta;

#ane$s.

Tab panels - ,r%ide a ta;;ed interface that dis#$a+s he$#< feature< task and detai$ed rec%rd

inf%r4ati%n in a c%ntained area.

Global Settings toolbar - Changes the a##$icati%n interface dis#$a+< and #r%ides access t% the

%n$ine he$# and a##$icati%n #references.

(esi)ing bar - :=tends the si)e %f a dis#$a+ #ane in a t!%-#ane dis#$a+.

Scroll #idget - M%es the %rg chart t% an+ area %f the dis#$a+ #ane.

Selected tems panel - ,r%ides the tasks +%u can #erf%r4 %n %ne %r 4%re rec%rds. >$ag %rg

chart ;%=es %r se$ect check ;%=es in a $isting t% add the se$ected rec%rds t% this #ane$.

*oom panel - :na;$es +%u t% ad?ust the dis#$a+ ie! %f the %rg chart.


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Nakisa OrgChart User Guide March 2015 "


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1.+ Application Men' ,ar

OrgChart 4enu a$$%!s +%u t% dis#$a+ %rg charts using %rg unit %r #%siti%n hierarchica$

structures.

*irect%r+ 4enu a$$%!s +%u t% search f%r e4#$%+ees< #%siti%ns and %rg units.


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1. Toggling and (esi)ing isplay "anes

Users can ch%%se t% ie! inf%r4ati%n in %ne #ane %r t!% #anes.

'% ie! %ne #ane< c$ick the &ne "ane ic%n %n the Global Settings toolbar .

'% ie! t!% #anes< c$ick the T#o "anes ic%n %n the Global Settings toolbar .

1./ !sing t0e etails "anel

'he *etai$s #ane$ #r%ides 4%re inf%r4ati%n a;%ut the se$ected rec%rd. '% ie! inf%r4ati%n inthe *etai$s #ane$8

Se$ect an %rg chart fr%4 the &rgC0art men'< %r search f%r an e4#$%+ee< #%siti%n %r %rg unit

$isting fr%4 the *irect%r+.

C$ick an org c0art bo %r listing record.

'he etails panel dis#$a+s additi%na$ inf%r4ati%n a;%ut the rec%rd.



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". C$ick the tabs in the etails panel t% ie! 4%re inf%r4ati%n. 'he ta;s 4a+ ar+ de#ending

%n the rec%rd +%u se$ected.

etails "anel

Tabs

% - &rgani)ational 2&rg3 C0arts


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%.1 4ie#ing &rg C0arts

Organi)ati%n charts %rg charts gra#hica$$+ sh%! the hierarchica$ auth%rit+< r%$es and

res#%nsi;i$ities and re$ati%nshi#s in an %rgani)ati%n.

Organi)ati%n Structure - *is#$a+s the %rg unit structure.

,%siti%n Structure - *is#$a+s the $atera$ re$ati%nshi# ;et!een the #%siti%ns %n the sa4e

hierarchica$ $ee$.

Org Units hae a ;$ue ;ar in the %rg chart ;%=.

,%siti%ns hae a +e$$%! ;ar in the %rg chart ;%=.

1. O#en the %rg chart +%u !ish t% ie!.


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Nakisa OrgChart User Guide March 2015 /


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Use the Epand5Collapse ic%ns at the ;%tt%4 %f the %rg chart ;%= t% e=#and9c%$$a#se

the %rg chart.

'he ;$ue ic%n !i$$ e=#and9c%$$a#se the Org Unit.

'he +e$$%! ic%n !i$$ e=#and9c%$$a#se the ,%siti%ns !ithin that Org Unit.

C%ntinue t% e=#and the %rg chart unti$ +%u reach the re@uired ;%=.

Click a bo t% ie! its inf%r4ati%n in the etails panel.


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Click a bo to vie# more information.


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%.% Setting t0e &rg C0art (oot

%u can change the starting #%int %f the %rg chart %rg chart r%%t ;+ se$ecting the desired ;%=and setting it as the %rg chart (%%t.

Epand the %rg chart t% the re@uired ;%=.

C$ick the ic%n t% start the %rg chart !ith the ;%= se$ected as the r%%t. %u can a$s% c$ick the

&%= Menu ic%n and se$ect Start c0art from t0is orgc0art bo t% set the ;%= as the r%%t.


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3. C$ick the ic%n t% start the %rg chart !ith the $ee$ a;%e the current ;%=.


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". '% return t% the defau$t r%%t< c$ick the Actions 4enu< then se$ect efa'lt (oot.

%.+ C0anging &rg C0art 4ie#s

Org chart ie!s change the inf%r4ati%n dis#$a+ed in the %rg chart ;%=es. 'here are t!% ie!s

aai$a;$e8

Org Unit Bierarch+


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,%siti%n Bierarch+

'% change the %rg chart ie!< c$ick the 4ie#s men' ;utt%n< then se$ect the ie! +%u !ish t% see.

!nder t0e &rg !nit 6ierarc0y vie#7 t0ere are t0ree men' options8

&ption8

Men' Selections8

escription8

Ana$+tics

Age

*is#$a+s the t%ta$ nu4;er %f e4#$%+ees in each age gr%u#.

Gender

*is#$a+s the t%ta$ nu4;er %f e4#$%+ees %f each gender.

(ace

*is#$a+s the t%ta$ nu4;er %f e4#$%+ees %f each race.

,%siti%n Statistics

*is#$a+s the t%ta$ nu4;er %f %ccu#ied and acant #%siti%ns.

>':

*is#$a+s the fu$$-ti4e e@uia$ents f%r #%siti%ns


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Manager

C%4;ined 'it$e

*is#$a+s the 4anagers state tit$e< #%siti%n tit$e< na4e and

grieance status.

,%siti%n 'it$e

*is#$a+s the 4anagers #%siti%n tit$e< na4e and grieance

status.

State 'it$e

*is#$a+s the 4anagers state tit$e< na4e and grieance

status.

Standard

*is#$a+s the %rg unit na4e and I*.


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>%r :=a4#$e< Age is se$ected under the Ana$+tics 4enu ;e$%!8

!nder t0e "osition 6ierarc0y vie#7 t0ere are t0ree men' options8

&ption8

Men' Selections8

escription8

C%ndensed

C%ndensed ,%siti%n

*is#$a+s the ,%siti%n 'it$e< ,%siti%n Nu4;er and


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'it$e

C$ass C%de

C%ndensed State 'it$e

*is#$a+s the State 'it$e< ,%siti%n Nu4;er and C$ass

C%de

*etai$ed

*etai$ed ,%sit%n 'it$e

*is#$a+s the ,%siti%n 'it$e< ,%siti%n Nu4;er<

:4#$%+ee Na4e< (etiree '+#e< Grieance Status


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Standard State 'it$e

*is#$a+s the State 'it$e< ,%siti%n Nu4;er<

:4#$%+ee Na4e< Grieance Status and C$ass C%de



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%. C0anging &rg C0art Styles

%u can change the a##earance and #%siti%ning %f the %rg chart ;+ changing the %rg chart st+$e.

'% change the %rg chart st+$e< c$ick the Styles men' ;utt%n< then select t0e style +%u !ish t%

see.

&rg C0art Style8

escription8

ertica$ Org Chart

*is#$a+s a ertica$ %rg chart.

C%ndensed Org Chart

*is#$a+s a ertica$ %rg chart !ith ;%=es

c%ndensed t% sh%! ?ust %rg unit %r #%siti%n

na4e.

B%ri)%nta$ Org Chart

*is#$a+s a h%ri)%nta$ %rg chart !ith ;%=es

dis#$a+ed in the ertica$ f%r4at.


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C%4;ined Org Chart *efau$t St+$e

*is#$a+s a c%4#ressed h%ri)%nta$ %rg chart

!ith ;%=es dis#$a+ed in the ertica$ f%r4at.

C%4#ressed Org Chart

*is#$a+s a c%4#ressed h%ri)%nta$ %rg chart

!ith chi$d ;%=es dis#$a+ed in a c%ndensed

f%r4at.

B%ri)%nta$ Org Chart - C%4#ressed Chi$dren

*is#$a+s a h%ri)%nta$ %rg chart !ith chi$d

;%=es dis#$a+ed in the c%4#ressed f%r4at.


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%./ Setting *oom $evel

%%4 a$$%!s +%u t% increase %r decrease the si)e %f the %rg chart.

'% set the )%%4 $ee$8

C$ick the *oom ;utt%n . 'he )%%4 #ane$ e=#ands and re4ains %#en unti$ +%u c$ick

%%4 again.

'% )%%4 in %r %ut8

rag t0e slider t% )%%4 t% the desired $ee$.

C$ick the 9 or - in the #ane$ t% )%%4 in %r %ut ;+ 10D.

%u can a$s% 'se t0e scroll #0eel %n +%ur 4%use t% scr%$$ in and %ut.

C$ick :it to "age t% fit the entire chart %n the #age.

C$ick Center to "age t% center the %rg chart %n the #age.

C$ick Map t% see !here the %rg chart is current$+ dis#$a+ed %n the #age. 'he red ;%=

identifies the current dis#$a+ ie!.


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*oom in

Slider

*oom o't



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%.; "rinting etails from &rg C0arts

%u can #rint the detai$s %f %ne %r 4%re ;%=es in the %rg chart.

'% ,rint *etai$s fr%4 an Org Chart8

>irst< +%u 4ust add t0e bo2es3 t% the se$ected ite4s $ist a$s% kn%!n as Ef$agF.

N%te8 %u can %n$+ f$ag ;%=es that are the sa4e %rgani)ati%na$ t+#e. >%r e=a4#$e< +%u can %n$+f$ag #%siti%ns t%gether %r %rg units t%gether. %u cann%t f$ag an %rg unit and a #%siti%n t%gether.

C$ick the ,o Men' in the $%!er right c%rner %f the ;%= +%u !ish t% se$ect.

Se$ect Add to Selected tems.


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A red f$ag !i$$ a##ear in the ;%= +%ue se$ected and the #%siti%n %r %rg unit tit$e !i$$ a##ear in

the Selected tems panel.


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'% re4%e a ;%= fr%4 the Selected tems panel< click t0e


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Nakisa OrgChart User Guide March 2015 1"


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6. A ne! #rint !ind%! !i$$ a##ear.

Change the #a#er si)e and )%%4 $ee$ under "aper = *ooming.


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If +%u !%u$d $ike t% add a 6eader = :ooter or Notes = Signat're< c$ick the a##r%#riate tit$e %n

the $eft %f the screen.

C$ick Eport to ":. Printing from PDF is the recommended method. If you click the Print

button, you must change your printer preferences to match the paper selection you chose in

Nakisa.


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%.> Saving &rg C0arts

:=#anded %rg charts that are ie!ed re#eated$+ can ;e saed t% +%ur user #r%fi$e. Saed %rgcharts are added in the a##$icati%n 4enu under M+ Org Charts.

'% Sae an Org Chart8

Access the %rg chart +%u !ish t% sae.

:=#and and set the %rg chart t% the re@uired r%%t< st+$e and ie!.

C$ick the Actions 4enu< then se$ect Add to My &rg C0arts.


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:nter the org c0art name and description.

C$ick Save.


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/. 'he %rg chart is added under the &rgC0art 4enu under My &rg C0arts.

'% de$ete a saed %rg chart8

Se$ect the saed %rg chart fr%4 the &rgC0art men' under My &rg C0arts.

C$ick the Actions men'< then se$ect elete :rom My &rg C0arts.


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3. C$ick elete !hen asked if +%u are sure +%u !ant t% de$ete the saed %rg chart.


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+ - C0art,ook

+.1 Generating a C0art,ook

A Chart&%%k is an interactie ,*> d%cu4ent that is used t% ie! indiidua$ ;ranches %f the

%rgani)ati%na$ structure. :ach #age dis#$a+s a different su;set %f the %rg chart.

'% Generate a Chart&%%k8

Ch%%se the %rg chart +%u !%u$d $ike t% generate a Chart&%%k f%r.

If +%u !ish t% start the Chart&%%k fr%4 a s#ecific %rg chart ;%=< e=#and the %rg chart t% the

re@uired rec%rd< then set the ;%= t% as the %rg chart r%%t.

C$ick Actions< then se$ect Generate C0art,ook.


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". Se$ect the N'mber of $evels +%u !%u$d $ike t% see the de#th %f the %rg chart.


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C$ick Generate ":. 'his 4a+ take a fe! 4inutes< de#ending %n the a4%unt %f data ch%sen.

hen the Chart&%%k is generated< it !i$$ a##ear in the 6istory panel. C$ick the tit$e %f the

Chart&%%k t% %#en it.

In the #%#-u#< c$ick &pen t% ie! the fi$e< %r Save t% sae it %n +%ur c%4#uter.

%u can #rint the Chart&%%k fr%4 the ,*> d%cu4ent.


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- $isting

.1 Searc0 $isting (ecord

istings ena;$e users t% search f%r inf%r4ati%n such as an e4#$%+ee< #%siti%n %r %rg unit !ithin

their %rgani)ati%n.

1. C$ick the irectory men'< then se$ect the re@uired $isting.


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5. %ur search resu$ts sh%u$d a##ear ;e$%! the Searc0 field.


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/. Click a record t% ie! additi%na$ inf%r4ati%n a;%ut the rec%rd.

'% ,erf%r4 an Adanced Search8

C$ick Advanced Searc0 .

In the Adanced Search dia$%g ;%=< select an operator type f%r a fie$d. C%ntains< :@ua$s<

&egins ith< :nds ith

:nter +%ur search criteria.

". C$ick Searc0.


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Select an

&perator Type

Enter Searc0

Criteria


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'he search resu$ts are dis#$a+ed ;e$%! the Search fie$d.

B%er %er the ic%n t% dis#$a+ a ;rief descri#ti%n %f the current search fi$ter.

Click a record t% ie! additi%na$ inf%r4ati%n a;%ut the rec%rd.



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.% Saving $isting Searc0 ?'eries

%u can sae +%ur search @ueries t% #erf%r4 an identica$ search $ater. :ach ti4e +%u search thedata;ase using a saed @uer+< the a##$icati%n generates an u#dated $isting %f rec%rds ;ased %n

the $atest inf%r4ati%n st%red in the data;ase.

'% Sae a isting Search 7uer+8

,erf%r4 a ;asic %r adanced search.

C$ick Actions< then se$ect Add to My $istings.

3. :nter the listing name and description< then c$ick Save.


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'% *e$ete a Saed isting8

C$ick the irectory men'< then select t0e listing +%u !ish t% de$ete under the M+ istings

secti%n.

2. C$ick Actions< then se$ect elete :rom My $istings.


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3. C$ick elete.


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