Adding Brand New Organizational Chart

Step 1

Search for the “marketplace” site in Cascade using the top search bar, then select the Org Chart module from the left-hand menu.

Step 2

Click on the more menu and choose copy.

Step 3

Choose the site and folder you want to copy the module to.

Step 4

Start workflow.

Step 5

Complete workflow.

Finished

You can now edit the module in your own site.

For this section, you'll need:

• Role Title and Role Holder Name for Top Level Position Title and Name
• Role Title and Role Holder Name for Direct Report Position Title and Name (Optional)
• Role Title and Role Holder Name for Secondary Level, Third Level, Fourth Level, and subsequent sections
• Link to an Existing Organizational Chart (Optional)

Note: Both the Graphical and Linear chart types use the same input fields in Cascade.