In this Help Doc
Introduction
Create & Edit Team Chart
Create & Edit Team Chart
Teams
Teams
Positions
Positions
Introduction to the Team Chart
Team Charts (formerly Org Charts) come in many shapes and sizes and according to Wikipedia, they date back to as early as 1854!
The same Wikipedia article defines a team chart as:
A diagram that shows the structure of an organization and the relationships and relative ranks of its parts and positions/jobs.
There are many different types of team charts, each with their own design and names. That's why we've designed the team chart feature in MetaPulse to be fully customizable and allow for all types of team charts.
Terminology
Here's several key terms that will help you create and maintain your team chart:
Team (formerly Org Area)
We use the term "Team" to represent a division, department, section, etc.
Child
A child in the Team Chart is a type of area that will be nested inside another area. It's used to create hierarchy. For example, a child could be a department inside a division, or section inside a department and so on.
Role (formerly Hat)
A role is a particular hat or occupation (Oxford Dictionary). In MetaPulse, it includes a description of what the person does—their function, purpose, and result they are meant to achieve. See Understanding Roles and Positions
Position (formerly Post)
A position is a job, paid employment. (Oxford Dictionary) In MetaPulse, it means a specific location on the team chart. See Understanding Roles and Positions.
Team Leader (formerly In Charge)
A "Team Leader" is the person in control or with overall responsibility of an area (Oxford Dictionary). This feature is used to identify managers and the organizational hierarchy.
Held from Above (HFA)
When a position on the team chart has no dedicated person assigned to it, it will automatically assign the manager of that team (division, department, section, etc). This is indicated by the term "Held from Above."
Understanding Roles and Positions
A role is a particular hat or occupation (Oxford Dictionary). In MetaPulse, it includes a description of what the person does—their function, purpose, and result they are meant to achieve.
A position is a job, paid employment. (Oxford Dictionary) In MetaPulse, it means a specific location on the team chart.
A team chart is a diagram that shows the structure of an organization and the relationships and relative ranks of its parts and roles. (Wikipedia)
Keep in mind that a Role can be used across multiple Positions. For example, a Sales Person Role might be worn by many people in your organisation, as shown below.
On the Team Chart this appears as follows:
Team Chart 2.0 Orientation
Print your Team Chart
NOTE: If you want to print your Team Chart on a printing press, you can do it with any size you want without losing quality. You only need to ensure you are using high-quality avatar images for your team members because expanding the Team Chart size will decrease the print quality of the images.
For Mac CMD+P, for PC CNTRL+P
Save to PDF
Select Landscape
Choose paper size or custom size
Uncheck Headers
Check Background Images
Save to PDF
Open PDF and print or send to a printing shop for large scale printing.
New Team Chart Experience
Collapse, Expand and Align Teams
View Horizontally / Vertically
Switch between Team Charts
If you have more than one organization, select the desired one.
Click the Team Chart menu
Select the desired Team Chart
Move a Team
Move a Team vertically or horizontally
Move a Team to a different Department
Create a Draft Team
Open a Position on a Team Chart
See Aliases for a Position
Click Team Chart
Click the desired position
When the Position Sidebar opens, scroll all the way down to the Aliases section. This is where all Aliases for this position will be listed. In this example, this position has only one Alias.
If you click the Alias, it will open in the Position Sidebar. We can see that the Alias is in the Management Team.
To see where the Management Team is, click the Show on Team Chart button.
It will take you to the Alias
Show Position on a Team Chart
Click Team Chart
Click the desired position
Click Show Team Chart
It will take you to the position and highlight it. This is useful if you have a big Team Chart and you have scrolled in different directions with which you lost the location of the member.
Open a Specific Graph for a Position
Open all Graphs for a Position
Click Team Chart
Click the desired position
Click Open All Graphs
The graphs will be displayed
Open all Graphs for a Position in Data Entry
Click Team Chart
Click the desired position
Click Data Entry
The graphs will be listed. To update them, enter a value.
Check Objective's Progress for a Position
Open all Objectives for a Position
Click Team Chart
Click the desired position
Click Open Objectives
The Objectives will be displayed
Open all Events for a Position
Click Team Chart
Click the desired position
Click Open Events
All Events for this position will be displayed
Open all Alerts for a Position
Click Team Chart
Click the desired position
Click Assigned Alerts
All Alerts assigned to this position will be displayed
Open all Knowledge Assignments for a Position
Click Team Chart
Click the desired position
Click Knowledge Assignments
Click the arrow to see all Knowledge Items assigned to this position
Floating Navigation Menu
Create a Team Chart
Create a New Team
Add a Child Team to your Team Chart
Add Position to your Team Chart
Add the 1st position in a Team
Add subsequent positions in a Team
Add a Member on a Position
Set Position as Held From Above
Add Avatar to a Member
Change a Team color
Add Information for a Team
Click Team Chart
Click the desired Team
Click Edit Team
Enter the Team information. To format the text, see TIPS & TRICKS: Markdown.
Click Done
The information will be displayed
Add Results for a Team
Set a member as a Team Leader
Set a member as an Assistant
Add Knowledge Item for a Role
Add description to a Role
Open a Team
Rename a Team
Display a Team separately from the other teams
Open all graphs for a Team
Open all graphs for a Team in Data Entry
Add Knowledge Item for a Team
Open all Objectives for a Team
Open all Events for a Team
Open all Alerts for a Team
Add Alias for a Team
See Aliases for a Team
Recognize a Team Alias
Float your Team Chart
Archive a Team Chart
Archiving a Team Chart only works if the Team Chart is not the main one. So, if you have more than one Team Chart and you want to remove a Team Chart which is not the main one, you can archive it.
Since you can also delete a Team Chart, the difference between archiving and deleting is archiving saves you a lot of time because you can remove the whole Team Chart, including the teams, positions and members from it with a click of a button, whereas deleting requires you to manually remove each member, position and team first before you can delete the Team Chart.
To archive a Team Chart:
Click Settings
Expand your Organization
Click on Team Chart
Click Edit on the desired Team Chart
Click Archive Team Chart. Click OK.
NOTE: Once a Team Chart is archived, it can't be restored.
Remove a Team
Click Team Chart
Click the desired Team
Click Edit Team
Click Remove Team
You will get the warning above. If you click OK, it will remove the Team but also archive all positions inside this Team.
NOTE: If there are graphs assigned to the positions, the graphs will be archived as well, If you need the graphs, you would need to reassign them to a different position or member prior to removing the positions. When you are ready to remove the Team, click OK.
Move Position to a different Team
Click the position.
Click Edit Position.
Click the Edit Team button.
Select the desired Team.
Click Update.
Change Member on a Position
Change Role for a Position
Add Alias for a Position
Some Team Chart designs require the same position to be duplicated in different parts of the organization, often to show hierarchy.
Creating a duplicate position to solve this problem can generate confusion when assigning graphs and objectives and is not really a true reflection of the actual organizational structure.
To solve this problem we have created the "Position Alias" feature. It's the same position displayed in another location.
Here's how you create a Position Alias:
Set Away Periods on a Position
Edit / Delete Away Periods on a Position
Change Status for a Position
Sort Positions in a Team
Edit Custom Attributes for a Position
Click Team Chart
Click the desired position
Click Edit Position
Make the necessary change.
NOTE: If you don't see any Custom Attributes, it means you haven't created the Custom Attribute Fields. To do that, see Create a Custom Attribute Field. Then, you can edit them on the Team Chart.
Click Done
The updated custom attributes for the position will be displayed
Remove a Position
Click Team Chart
Click the desired position
Click Edit Position
Click Remove Position
A pop-up window will appear asking you to confirm the removal. It will also archive graphs and objectives assigned to this position. Click OK.
Who is reporting to whom?
Click Team Chart
Click the desired Position
It will show the next Team Leader in line to whom this position is reporting
Create a Draft Position
Edit Role Name
Which positions are using the same Role?
Edit Graph Permission Level for a Role
Show Roles under each Position
Click on Controls
Click Show Roles
The Roles will be displayed under each position
You can click the Controls button again to collapse it.
To hide the Roles, click the Roles button.
Manage Member
Click Team Chart
Click the desired position
Click the name of the member
Click Manage Member
Follow steps 5-11 in Manage Member
Edit Member Details
Click Team Chart
Click the desired position
Click the name of the member
Click Edit Member
To change the member name, click Edit Name.
Edit the member details
NOTE: If you use Custom Attributes, you can also edit them here. For more info, see Edit Custom Attributes for a Member.Click Done
The updated data will be displayed
Change Status for a Member
Click Team Chart
Click the desired position
Click the name of the member
Click Edit Member
Click the drop-down menu to select a Status.
NOTE: To customize the Status options, see see Organization Settings - Member Status Options.
Click Done
The Status will be displayed for this member
Edit Custom Attributes for a Member
Click Team Chart
Click the desired position
Click the name of the member
Click Edit Member
Make the necessary change.
NOTE: If you don't see any Custom Attributes, it means you haven't created the Custom Attribute Fields. To do that, see Create a Custom Attribute Field. Then, you can edit them on the Team Chart.
Click Done
The updated custom attributes for the member will be displayed