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OrgPublisher 11 User Guide
1. Select Data from the Main menu then Custom Field Properties from the pull-down
menu. You can also click the Custom Field Properties button
Custom Field Properties dialog opens.
in the toolbar. The
2. Select the custom field you want to use for Position ID and TAB to the Type column.
3. Click the down-arrow to view a list of custom field types.
4. Scroll to the end of the list and select Position ID.
5. Click Apply or Close.
Selecting a Position Type for Insert
The first time you open OrgPublisher, an employee position type is automatically assigned
to the first inserted box. After that, the default is the last position type assigned.
Note: You can also assign a position type using the Update Person dialog or define the
priority of a position type.
1. Select Insert from the Main menu then Select position type from the pull-down
menu. The Select Position Type for Insert dialog opens.
2. Choose a position type by clicking on it. A green check mark indicates the current
selected position type.
3. If you want to choose a position type to insert for each person you add to your chart,
select the Insert using this Position Type check box. OrgPublisher assigns each
subsequent person that position type.
4. If you want OrgPublisher to use the default position type, the last one inserted, select
the Automatically assign Position Type check box. This is the default when you first
open OrgPublisher and the Employee position type is selected.
5. Click OK to accept the changes and close the text box.
Changing a Person's Position Type
1. Double-click on the person’s name in the Chart View. The Update Person dialog opens.
2. Double-click the new Position type you want to use. The Update Person dialog closes
and the new position type is accepted. You can also select the new position type from
the list, then click OK.
The person in the box inherits the formatting of the new position type. In addition, the
ID field contains the unique ID information necessary to enable the use of multirelationship icons and EChart security.
Changing Direct Reports to Indirect Reports
Indicating that one person reports to more than one manager is accomplished with multiple
records and use of position types. One box must be designated position type "E" for
Employee. Other boxes must be designated position type "I" for indirect report. (Indirect
reports are not counted for head count purposes.) By default, OrgPublisher displays this
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Revised 7/31/13
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