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New Org Chart Selection Logic

New Org Chart Selection Logic

The updated org chart logic in ChangePlan streamlines group and individual selections, giving you precise control over parent and child groups while preventing unintentional inclusions.

Published on November 29, 2024

Understanding the New Org Chart Selection Logic in ChangePlan

Overview

ChangePlan’s updated org chart logic gives you smarter, more intuitive ways to manage groups and individuals in your initiatives. Whether you’re assigning locations, selecting specific subgroups, or tailoring activities to your audience, this update simplifies your workflows and enhances precision.

What’s New?

  1. Smarter Group Selections
      • Parent Groups: Selecting a parent group automatically includes all child groups.
      • Partial Selections: A dash [-] on the parent group indicates partial selection.
  1. Individual Row Logic
      • Add specific individuals without automatically selecting parent or child groups.
  1. Enhanced User Interface
      • Single-Click Actions: Easily select or deselect groups and individuals.
      • Expandable Rows: Navigate nested groups with accordion-style displays.
      • Clear Visual Feedback: Ticks and dashes show selection status instantly.

Practical Use Case: Location-Based Heatmaps

Step 1: Assign Locations to Groups
  • Open the org chart, select a group, and assign a location (e.g., "Victoria").
Step 2: Target Specific Groups
  • Create an initiative and assign activities to selected groups (e.g., a presentation for "Legacy" in South Australia).
Step 3: Generate Reports
  • Navigate to Reports > Activity Burden Heatmap, filter by location, and hover over cells for details.

Key Scenarios

  • Adding Groups and Individuals: Select parent groups to include all child groups or pick individuals for granular control.
  • Managing Partial Selections: Use dashes [-] for partial selections, adding or removing groups as needed.
  • Flexible Reporting: Generate location-based heatmaps for precise planning and analysis.

Why This Matters

  • More Control: Assign specific groups or individuals while avoiding unintended selections.
  • Better Precision: Manage audiences with clearer, more intuitive logic.
  • Improved Usability: Identify selection status at a glance with visual indicators.

Why This Update is Beneficial

  • Prevents Errors: Avoid unintentional group or individual selections.
  • Saves Time: Streamlined workflows reduce effort with single-click functionality.
  • Boosts Precision: Fine-tune selections to target specific audiences effectively.

Need Help?

For more tips on managing org charts or using ChangePlan’s features, explore our Help Center or contact ChangePlan Support.
 
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