This is a collaborative blog with my colleagues luke.marson and matthew.partridge that bring together more than 35 OrgChart project's experience.
This blog is intended to act as a high-level guide to what can be achieved. This information can be useful for scoping sessions and creating proof-of-concept solutions. This blog is not intended to list every piece of functionality in the AdminConsole, rather than cover the key and common configurations. This is based on OrgChart 3.0 SP3.
*Note that some of the customizations are just examples of client’s requirements and new customizations can be done depending on the feasibility.
To have a clearer view of the application user interface, the image below from the User guide shows the main parts.
OrgCharts
Configurable
- Enable or disable orgcharts
- Rename orgcharts
- Create new orgcharts (e.g. Functional Hierarchy or Qualifications catalogue) -> Create custom hierarchies using HR-OCI and NakisaRFC
- Dynamic rooting (e.g. start the chart at the user’s orgunit) -> It is possible to configure dynamic rooting based on the user’s orgunit
- Subcategories groups -> is used to combine similar records into one org chart box
- Assistant configuration -> is used to define the assistant filter and set the positioning of assistant org chart boxes
- Council configuration -> is used to define a filter for council org units and/or positions that are displayed outside the reporting structure
- Paging -> to determine the number of children that appear under a parent when the branches and groups in the structure are expanded
- Selected items settings -> is used to set the fields that are displayed in the Selected Items panel
- Node object colour can be defined for each hierarchy in each orgchart
- Print/Export templates can be configured for each hierarchy in each orgchart
Customizable
- Position Hierarchy orgchart enabled with derived S A 002 S relationships (via Staged Extractor Schema)
- Set the current box as the org chart root -> it is possible to customize the user’s orgunit so they can’t scroll up in the structure
- Custom styles/node layout
- ‘Action’ buttons in Selected Items panel
Views
Configurable
- Create new Views
- Enable or disable Views
- Rename Views
- New or enhanced object views (e.g. new fields, colours or additional icons)
- Create new templates - > The templates define the following attributes of the view: number of fields displayed, field names, character font, style, and size for each field, text layout, Org chart box width and height, icons, Org chart box background color (some are customizable, see below)
- Change background
Customizable
- Change font (it’s not possible to change font in Flex mode) - >size for each field, text layout
- Change node size -> box width and height
- Layout of fields and icons etc
- Re-use existing configurations to enhance performance
- Add new icons in nodes
- Variables on/off switch
- View menu - > create submenus for View menus within each hierarchy level. (i.e. like the Analytics submenu)
Details panel
Configurable
- Add new fields
- Section/tab creation and modification to existing layout, etc.
- Create linked details
Customizable
- Remove standard fields
- Modify employee “Business cards” layout and content
- Add “View In OrgChart” action in the Actions menu
- Edit and writeback functionality
- Complex data processing logic -> either through staged database functions and procedures, or through importing of custom SAP function modules
- Include hyperlinks and icons
- Add new pie and bar charts for analytics (e.g. salary distribution)
Search listings
Configurable
- Enable or disable search listings
- Rename search listings
- Create new search listings (e.g. Qualifications search)
- Create new input validations and assign to search fields
- Add or Delete search and display fields
- Define the caption, order and operators for each search field
- Define the caption, order and sort order settings for each display field
- Define the number of records displayed per page
- Set the record export limit
- Set the View in OrgChart target orgchart
Customizable
- Add fields to existing search listings
- Create search listings that use NakisaRFC
- On Mouse-over and On Click events -> change what happens when you hover on the result, or when you click on it
- Record grouping -> Group records so repeated data is not shown multiple times (eg. A position with multiple incumbents, or an orgunit with multiple managers)
- Complex input validations to read from SAP tables/function modules to create a list of available options from existing data instead of a static set
Chartbook
Configurable
- Enable or disable Chartbooks
- Rename Chartbooks
- Add new templates -> The Chartbook templates define the following attributes: Cover page, page format and layout, page headers and footers and their contents, table of contents format, index format, org chart hierarchy, subordinate table format and contents and security option
Customizable
- Create new Chartbooks (note: an orgchart can only have 1 chartbook)
Security
Configurable
- Set authentication source
- Role mapping from backend roles to Nakisa roles
- Create Roles
- Add and remove secure items (e.g directories, orgcharts, views, Chartbook, SocialLink)
- Ability to secure print, export and basket actions
- Edit and allow actions by role
- Sett default roles
- Limit application access to only valid roles
Customizable
- Secure some items that cannot be secured in the AdminConsole
- Hierarchy scoping ->limit access to data based on the user’s area of responsibility or organizational assignment
- Complex security mechanism -> usually processed in staged data systems to allow flexibility in the logic, such as set custom or non-connected areas of responsibility
General & Miscellaneous
Configurable
- Enable or disable SocialLink module and set data connection
- Configure SAP Extractor -> Set SAP connection, database connection, change extraction condition, change extraction keywords and add or delete fields from extraction tables
- Adding custom validation logic for field entry
- Change field captions and labels
- Company logo
- Styles -> the style used by the child objects in an orgchart can be changed to differ from the style used in the chart
- Enable or disable Notes functionality
- Change NakisaRFC keywords
- Create data connections
- Create data elements that retrieve data from an SAP function module, NakisaRFC function database or custom integration class
- Enable or disable languages and set default language
- Enable or disable themes
- Set the default date format
- Set the default layout
- Disable Flex mode or switching between HTML & Flex mode
- Set default paper size, orientation and formats
- Set default Print/Export or Chartbook templates
- Delete existing Print/Export or Chartbook templates
- Enable or disable exports
Customizable
- Enable additional languages
- Customize SAP Extractor -> Add new extraction tables, change extraction data processing logic (join statements), add new custom data processing logic, edit existing analytics and add new analytics
- Launching Adobe Form processes or other Web Dynpro applications (with variables passed, such as Personnel number)
- Create input forms
- Amending input form behaviour to simplify user input (e.g. to default in values in drop downs)
- View in Links to view objects in different orgcharts
- Modify the Help Panel -> The file is stored as an XSL file in the Templates folder
- Enable or disable Log Off button
- Change Selected Items basket limit
- Disable modules in AdminConsole
- Create or change XSL templates to alter layout of fields
Feel free to add more content.Thanks!
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