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Visualization Solutions by Nakisa 4.

Nakisa OrgAudit
User Guide

14/11/2013
Legal Notice
Copyright Nakisa Inc. 2013. All rights reserved.
The information contained in this document represents the current view of Nakisa on the issues dis-
cussed as of the date of publication. Because Nakisa must respond to changing market conditions, it
should not be interpreted to be a commitment on the part of Nakisa, and Nakisa cannot guarantee the
accuracy of any information presented after the date of publication.
This document is for informational purposes only. NAKISA MAKES NO WARRANTIES, EXPRESS OR
IMPLIED, AS TO THE ACCURACY OF THE INFORMATION IN THIS DOCUMENT. This document
should be read in conjunction with any applicable Professional Services Agreement that may be in effect.
Complying with all applicable copyright laws is the sole responsibility of the user. Without limiting the
rights under copyright, which are hereby expressly reserved, no part of this document may be copied,
reproduced, stored in or introduced into a retrieval system, distributed or transmitted in any form or by any
means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the
express written permission of Nakisa Inc.
Nakisa may have patents, patent applications, proprietary information, trade secrets, trademarks, copy-
rights, or other intellectual property rights (“the Nakisa IPR”) covering subject matter in this document.
Except as expressly provided in any written license agreement formally executed by Nakisa, the fur-
nishing of this document does not proffer any rights (license or otherwise) to the Nakisa IPR.
The example companies, organizations, products, people and events depicted herein are fictitious. No
association with any real company, organization, product, person or event is intended or should be
inferred.
Nakisa, Nakisa OrgManagement Series, Nakisa Talent Management Series, OrgChart, SocialLink, Direc-
tory, OrgModeler, OrgAudit, OrgHub for HR & Executives, OrgHub for Managers, OrgHub for Employees,
TalentHub for HR & Executives, TalentHub for Managers, TalentHub for Employees, TalentFramework,
TalentDashboard, TeamManager, FloorPlan, Nakisa Edit, Nakisa SelfService, Visualize What Matters
Most, Visualisez l’essentiel are either registered trademarks or trademarks of Nakisa Inc. in the United
States and/or other countries.
SAP Talent Visualization by Nakisa is a trademark of SAP AG.
The names of actual companies and products mentioned herein may be the trademarks of their respective
owners, and Nakisa makes no representations as to the right of any person or entity to use said trade-
marks.

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Contents
1 Welcome 1
1.1 About the Application 2
1.2 About Nakisa 2
1.3 What's New 3
1.4 Getting Help 3

2 Getting Started 4
2.1 Nakisa OrgAudit Overview 5
2.2 Accessing the Application 5
2.3 User Interface Overview 5
2.4 Using Menus and Tab Panels 7
2.5 Toggling and Resizing Display Panes 8
2.6 Moving Tab Panels Between Panes 8
2.7 Using the Selected Items Panel 8
2.8 Using the Details Panel 9
2.9 Setting Application Preferences 10
2.10 Using Accessibility Mode 10

3 Org Charts 12
3.1 Viewing Org Charts 13
3.2 Using the Org Chart Box Menu 16
3.3 Setting Org Chart Root 17
3.4 Changing Org Chart Views 17
3.5 Changing Org Chart Styles 20
3.6 Setting Zoom Level 21
3.7 Flagging Org Chart Boxes 22
3.8 Viewing Reporting Relationships 23
3.9 Viewing Dotted-Line Relationships 23
3.10 Using Notes with Org Chart Boxes 24
3.11 Saving Org Charts 25
3.12 Customizing Org Chart Display 26

4 ChartBook 27
4.1 About ChartBook 28
4.2 Defining ChartBook Page Printing Order 28
4.3 Using ChartBook Templates 29
4.4 Generating ChartBook 30
4.5 ChartBook Reference 30
4.5.1 ChartBook Reference 30

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4.5.2 General Tab 31
4.5.3 Cover Page Tab 32
4.5.4 Header & Footer Tab 32
4.5.5 References Tab 33
4.5.6 Hierarchy Tab 34
4.5.7 Protection Tab 35

5 Listings 36
5.1 Viewing Listings 37
5.2 Searching Listing Records 39
5.3 Saving Listing Search Queries 40
5.4 Sorting Listings 41
5.5 Customizing Listing Display 41

6 Error Analysis and Maintenance 43


6.1 Audit Overview 44
6.2 Viewing Org Unit Details 44
6.3 Viewing Position Details 46
6.4 Viewing Employee Details 49
6.5 Viewing Company Code Details 49
6.6 Viewing Audit Run Details 51
6.7 Viewing Error Details 53
6.7.1 Viewing Error Details 53
6.7.2 Modifying Error Status 55
6.8 Score Calculation 56
6.9 Viewing Dashboard Reports 58
6.10 Time Lag 60

7 Print and Export 61


7.1 Using Basic Print Wizard 62
7.2 Using Enhanced Mode Printing 63
7.2.1 Using Enhanced Print Wizard 63
7.2.2 Printing on Multiple Pages 65
7.2.3 Printing and Exporting Notes 66
7.3 Exporting Data 68

8 Troubleshooting 71
8.1 User login screen does not load 72
8.2 User interface does not display correctly 72
8.3 Cannot load the Print and Export wizard 73
8.4 Error Message: Internal Error 74

9 Glossary 75

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10 Index 77

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1 Welcome
1
Learn about Nakisa, obtain general information about the Nakisa OrgAudit application, and this user
guide.

1.1 About the Application 2


1.2 About Nakisa 2
1.3 What's New 3
1.4 Getting Help 3
1 Welcome

1.1 About the Application


Nakisa OrgAudit is a tool used to enforce SAP HCM (Human Capital Management) data integrity and to
ensure that relevant business rules are followed. Data entry issues can cause key pieces of information
to be missing, inconsistent, or incorrectly maintained. This can have a negative impact ranging from mild
(for example, indicating an employee is scheduled for retirement due to an incorrectly entered birth date)
to severe (for example, salary errors, or terminated employees remaining on the payroll).
Nakisa OrgAudit helps HR Business Partners visualize data errors by enabling you to:
l Run regular audit reports to identify data issues.
l Have online access to:
l Analysis of errors associated with an org unit (position, employee, and organization data errors).
l An error search function.
l Error trend graphics.
l System tools for correcting errors.
l View organizational of vacancy data.
l Use a dashboard with key performance indicators (KPIs).
l View key analytics for data quality monitoring.
Nakisa OrgAudit connects to an SAP server and extracts a specific set of data, which it stores in a
staged database. It then compares that data against a set of rules defined by an administrator. For exam-
ple, the application may check if there are any employee records with an AGE value over 65. Once the
application has checked position, employee and org unit records against the rules, it produces a list of
errors — this is called an audit run. You can view these errors in multiple ways to see what problems
exist, to check their status, and to follow up on problems in the next audit run.
Note: A system administrator configures the application to accommodate the specific needs of your com-
pany. The information provided in this guide may be different from the current application if it is cus-
tomized.
See also:
l Accessing the Application, section 2.2 on page 5
l User Interface Overview, section 2.3 on page 5

1.2 About Nakisa


Our goal is to empower organizations with in-depth visibility into the enterprise so they can view, update,
model and analyze their talent inventory and make faster, better decisions. We transform human capital
data into strategic business intelligence, giving companies the insight they need into their talent and organ-
izations to support overall corporate objectives.
Nakisa’s visualization solutions are fully interoperable with the major Enterprise Resource Planning
(ERP) platforms on the market and provide a single point of access to critical HR data for succession plan-
ning, organization charting and workforce modeling. The only Talent and Organization Management ven-
dor fully certified by SAP, Oracle and Microsoft, Nakisa offers proven solutions that have been deployed
to millions of users globally. Customers benefiting from Nakisa’s visualization solutions include Coca-

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Cola, Kohler, Motorola, Michelin, Airbus, RBC Financial Services, Wrigley, Carrefour, Statoil, Merck and
Alstom.
For more information, visit www.nakisa.com
Nakisa – Visualize What Matters Most™.
Thank you for choosing software by Nakisa.

1.3 What's New


In addition to general editorial changes and corrections, this release of the documentation contains the fol-
lowing main changes since the last product release:
l Captions throughout the application have been updated for clarity and consistency.
l When using a two-pane layout, the user can now use a slider to set the pane size. See Setting Appli-
cation Preferences, section 2.9 on page 10.
l There is now an Ignored Errors listing. The user can attach comments to these ignored errors, as well
as "unignore" them. See Viewing Listings, section 5.1 on page 37 for more information.

1.4 Getting Help


For standard application support, contact your system administrator.
Nakisa provides learning and reference resources to help you get up to speed with the application:
l For the descriptions of the icons used in the application user interface, see the legend table on the
Help panel.
l For complete information about how to perform tasks in the application, see the application User
Guide:
l From the Global Settings toolbar, click .
l In the Help panel, click Online Documentation.
l To view videos that demonstrate basic product functionality, visit the Nakisa website or browse the
Nakisa channel on YouTube.

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2 Getting Started
2
Get familiar with the Nakisa OrgAudit user interface and functionality, learn how to set preferences, and
perform basic operations.

2.1 Nakisa OrgAudit Overview 5


2.2 Accessing the Application 5
2.3 User Interface Overview 5
2.4 Using Menus and Tab Panels 7
2.5 Toggling and Resizing Display Panes 8
2.6 Moving Tab Panels Between Panes 8
2.7 Using the Selected Items Panel 8
2.8 Using the Details Panel 9
2.9 Setting Application Preferences 10
2.10 Using Accessibility Mode 10
2 Getting Started

2.1 Nakisa OrgAudit Overview


Use Nakisa OrgAudit to ensure that the SAP HCM data meets integrity standards and to identify errors
and their location in the hierarchy.
Nakisa OrgAudit helps SAP data administrators in the following areas:
l Identifying data non-compliance with business rules.
l Scheduling automatic data extraction and audit runs.
l Generating KPIs and analytics on error types, error trends (historical information), duration of errors,
severity, and status. See Viewing Listings, section 5.1 on page 37.
l Tracking errors of multiple categories and severity degrees.
l Modifying error status (in progress, close, ignore) and updating error progress with comments for fur-
ther actions. See Modifying Error Status, section 6.7.2 on page 55.
l Visualizing and confirm the completion of error-tracking and error-correction cycles.

2.2 Accessing the Application


Nakisa OrgAudit is a Web-based application installed on a company server, and is accessed using a
Microsoft Internet Explorer or Mozilla Firefox web browser or through the company intranet.
Note: Enable JavaScript, cookies, and pop-up windows in the Web browser so that the application func-
tions properly.

To log in:
1. Click the link on your company intranet, or enter the following URL in the Web browser:
http://<company>/OrgAudit. Replace <company> with the name of your company.
Note: The login page is not displayed if the system administrator enabled direct access to the appli-
cation using your company portal or your Windows account login information.
2. Add the URL to the browser Favorites list (or bookmark it) for easy access later.
3. On the login page, enter your user name and password.
4. If the application is available in multiple languages, select a language from the drop-down list. The lan-
guage selected in the most recent login is automatically set as default.
5. Select Accessibility Mode to access the text-only interface. See Using Accessibility Mode, section
2.10 on page 10 for more information.
6. Click Log In.

2.3 User Interface Overview


Nakisa OrgAudit user interface is designed to enable you to customize the amount of information dis-
played.
Note: This document describes the default graphical user interface and feature set associated with the
product. Nakisa OrgAudit is a highly customizable application and may have been modified by your

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System Administrator to suit the needs of your organization. In this case, the application may look slightly
different to what is displayed in this guide and may contain limited, advanced, or customized features.
The information provided in this guide may therefore not correspond exactly to your organization's instal-
lation. Certain features may not be enabled based on the role to which you are assigned.
The following image shows the main parts of the application user interface.

Application menu bar: Displays the available application menu items that provide access to tasks and
features.
Panel tool bar: Provides options for changing the view, style and magnification of an org chart, as well
as for accessing related actions and preferences.
Actions menu: Accesses the tasks you can perform on the org chart, listing, or Details tab panels.
Tab panels: Provide a tabbed interface that displays help, feature, task, and detailed record information
in a contained area. See Using Menus and Tab Panels, section 2.4 on next page.
Global Settings toolbar: Changes the application interface display, and provides access to the online
help and application preferences.
Trend reports: Graphical displays of data trends that can be searched.
Resizing bar: Extends the size of a display pane in a two-pane display.

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2 Getting Started
Scroll widget: Moves the org chart to any area of the display pane.
Selected Items panel: Provides the tasks you can perform on one or more records. Flag org chart
boxes to add the selected objects to this panel. See Using the Selected Items Panel, section 2.7 on the
facing page.
Zoom panel: Enables you to adjust the display view of the org chart. See Setting Zoom Level, section
3.6 on page 21.
See also:
l Using Menus and Tab Panels, section 2.4 below
l Toggling and Resizing Display Panes, section 2.5 on the facing page
l Moving Tab Panels Between Panes, section 2.6 on the facing page
l Setting Application Preferences, section 2.9 on page 10
l Using the Selected Items Panel, section 2.7 on the facing page
l Using the Details Panel, section 2.8 on page 9

2.4 Using Menus and Tab Panels


The application menu bar provides access to the application features and tasks.

To use the application menu:


1. Click an item in the application menu bar to expand the application menu.
The items in the application menu are grouped by org charts, listings, and user-saved listings and org
charts.
2. Click an item to open the feature in a tab panel.
The application features a tabbed interface with four tab panel types:
l Organizational chart: Displays the dynamic chart diagram, and includes the Selected Items
panel for flagged org chart boxes.
l Listing: Displays listing records in tabular format and provides the basic and advanced search
forms.
l Details: Displays detailed information on a selected record.
l Help: Displays a legend with descriptions for all the icons used in the graphical user interface,
and provides access to the online help.
3. Click the tab heading to activate a panel.
4. In Basic-mode org charts, drag a frequently-used task from the Actions menu, then drop it in the
menu bar of the org chart or listing tab panel. This creates a shortcut to the action. Right-click the
icon, then select Remove Shortcut to remove it from the menu bar.
See also:
l Toggling and Resizing Display Panes, section 2.5 on the facing page
l Moving Tab Panels Between Panes, section 2.6 on the facing page

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2.5 Toggling and Resizing Display Panes
View one tab panel at a time, or two panels side-by-side by switching between one-pane and two-pane dis-
play.
Note: In two-pane mode, you can set up a default window size for each pane. See Setting Application
Preferences, section 2.9 on page 10 for more information.

To switch between views:


1. To display information in one pane, on the Global Settings toolbar, click .
The panel area extends across the entire width of the application. Use this view when an org chart
has many horizontal boxes or when a listing has many columns.

2. To display information in two panes, click . Use this view to display different sets of information
side-by-side for comparison or analysis.
3. In the two-pane view, click and drag the resizing bar to increase the display pane area.
See also:
l Using Menus and Tab Panels, section 2.4 on previous page
l Moving Tab Panels Between Panes, section 2.6 below

2.6 Moving Tab Panels Between Panes


In a two-pane view, you can move panels around the panes.

To drag and drop a panel:


1. Click a tab heading to activate the tab panel.
2. Place the cursor over the tab heading and then drag it to a new location.
3. Click to drop the tab panel.
See also:
l Using Menus and Tab Panels, section 2.4 on previous page
l Toggling and Resizing Display Panes, section 2.5 above

2.7 Using the Selected Items Panel


The Selected Items panel is located at the bottom of an org chart. Add org chart boxes to the panel to per-
form tasks on all the selected records.
The tasks you can perform on the selected records are:

Task Description
Send Email Opens an empty e-mail message with the addresses of all the selected records in the
To field.

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2 Getting Started

Task Description
Silo Displays the reporting relationship between the current record and its parents. This
option is only available when org chart boxes are added to this panel.

Clear Items Removes all the selected records from the panel.

To use the Selected Items panel:


1. Click the Selected Items tab heading to show the panel; click it a second time to hide the panel.
2. Click in the tab heading to lock the panel so it remains visible.
3. Click to unlock the panel so it hides on mouse out.
4. Flag an org chart box to add records to the panel. A maximum of 50 records can be added to the
Selected Items.
Each record is represented by a box inside the panel. The information displayed in the record box is
configured by your system administrator. Records added to the Selected Items panel remain in the
display frame until they are cleared or the current session is closed.
5. Click a button in the bottom bar to perform the required task on the selected records.
Tip: Clicking on a record in the Selected Items panel will display that record's Details panel.
See also:
l Flagging Org Chart Boxes, section 3.7 on page 22

2.8 Using the Details Panel


The Details panel provides a graphical view of a specific record stored in the company database. It con-
tains additional information about the record, and organizes data inside tabs that concentrate on one par-
ticular area of interest. The Details history allows you to navigate through the different Details panels that
you have already opened without opening them from the org chart or listing again.
The Actions menu, in the panel menu bar, also provides additional options.

To access the Details panel:


1. Open an org chart under Org Charts in the application menu, or search a listing to find the required
record.
2. Click an org chart box or listing record.
3. Click the different tabs in the panel to view specific details about the record.
4. Click the arrow next to the heading to show or hide the section.
5. To view the record in the org chart, click Actions menu > View in Org Chart.
6. Click to close the Details panel.

To use the Details history:


1. At the top of the Details panel, use the following arrows to navigate through the Details panels that
have been opened:

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l Click to see the Details panel that was previously opened.
l Click to see the first Details panel that was opened in this session (or the oldest Details panel
in the list).
l Click to see the next Details panel that was opened.
l Click to see the last Details panel that was opened.
2. To select a specific Details panel instead of navigating through the Details panels one by one using
the arrows, select the required Details panel from the drop-down list.
3. To clear the list of Details panels in the history, click . Click Ok to confirm your choice.
See also:
l Viewing Org Charts, section 3.1 on page 13
l Viewing Listings, section 5.1 on page 37

2.9 Setting Application Preferences


Application preferences define application regional and display layout options. The preferences are saved
in your user profile on the company server and are loaded when you open a session with your user name
and password.

To set application preferences:


1. From the Global Settings toolbar, click .
2. In the Preferences dialog box, select Regional Options (date format and language).
3. Specify Display Options:

a. Work area layout (one or two pane).


b. The proportion of the window each pane should take up (in two pane mode only). Move
the slider to the desired percentage level to specify the window space for each pane.
c. Theme (Classic or Gray).
d. Org chart mode (Enhanced or Basic).

4. Specify whether to use accessibility mode.


5. Click Apply.
See also:
l User Interface Overview, section 2.3 on page 5
l Using Accessibility Mode, section 2.10 below

2.10 Using Accessibility Mode


Nakisa OrgAudit can be switched to a text-only interface to provide content that is more accessible for
users with disabilities. Accessibility mode provides text equivalents for every non-text element used in
the application, and the page content can be read by a screen reader such as JAWS or Window-Eyes.
Note: The Dashboard module is not available in accessibility mode.

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2 Getting Started

To use the text-only interface:


1. Select Accessibility Mode when you log in, or turn the feature on in the application preferences.
The main page provides the text menu, and lists the org charts, listings, and tasks available in the
application. Links are provided at the bottom of each page for navigation to related pages, and to the
main page.
Tip: Use standard Windows keyboard keys and key combinations to open links, tab through the inter-
face, and enter information in the task forms.
2. Press Tab and go to the next field, or press Shift + Tab and go to the previous field.
3. Press Spacebar to select and clear a check box.
4. Press the Up and Down arrow keys to select an item in a drop-down list.
5. Press the Left and Right arrow keys to select a radio button.
6. Press Enter to access the required field or task.

To return to the graphical user interface:


1. Tab to the Return to Main link at the bottom of the page, then press Enter.
2. Clear the Accessibility Mode check box at the bottom of the main page.
3. Tab to the Set Preferences button, then press Enter.
See also:
l Accessing the Application, section 2.2 on page 5
l Setting Application Preferences, section 2.9 on previous page

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3 Org Charts
3
Use data quality org charts in Nakisa OrgAudit, access org chart features from the menu, and modify org
chart styles and views.

3.1 Viewing Org Charts 13


3.2 Using the Org Chart Box Menu 16
3.3 Setting Org Chart Root 17
3.4 Changing Org Chart Views 17
3.5 Changing Org Chart Styles 20
3.6 Setting Zoom Level 21
3.7 Flagging Org Chart Boxes 22
3.8 Viewing Reporting Relationships 23
3.9 Viewing Dotted-Line Relationships 23
3.10 Using Notes with Org Chart Boxes 24
3.11 Saving Org Charts 25
3.12 Customizing Org Chart Display 26
3 Org Charts

3.1 Viewing Org Charts


Organizational charts (org charts) graphically show the hierarchical authority, roles and responsibilities,
and relationships in an organization.
Org charts are available in enhanced (Flash) and basic (HTML) modes. Enhanced mode offers additional
viewing and printing options, and is enabled in the application preferences. Adobe Flash Player 10 or later
is required to view enhanced-mode org charts.
Note: Your system administrator may enable only one of the modes; the org chart mode setting in the
Application Preferences is disabled as a result.

The available org charts are identified by the icon in the application menu. The application includes the
following org charts by default:

Organization Structure Org Chart

The Organization Structure org chart represents the reporting relationships of org units and their under-
lying org units and positions. Click an org unit box to access the org unit Details panel; click a position box
to access the position Details panel. The Details panels provide additional information about the errors
contained in the selected organizational object.
The default Error Standard view displays the error distribution by org unit, position, and employee, and
also shows any direct and indirect critical errors. Use other views, such as Severity or Trend, to visualize
different aspects of error reports. See Changing Org Chart Views, section 3.4 on page 17.
The following terms are applicable to the Organization Structure org chart:

Term Definition
Direct Errors Org unit, position, and employee errors detected during an audit run that are asso-
ciated directly with the selected org unit. In the preceding screenshot, there are no
errors in the org unit, position, or employee records that report directly to the
Finance and Administration org unit.

Indirect Errors Org unit, position, and employee errors detected during an audit run that are one or
more levels deeper than the selected org unit. In the preceding screenshot, there is
one error in the position records that report to org units that are subordinate to the
Finance and Administration org unit.

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Term Definition
Critical Errors Errors of the highest degree of severity as determined by audit rules set by the sys-
tem administrator. A critical error usually affects payroll. Nakisa OrgAudit hier-
archies specifically highlight the critical error count.

Person FTE Full-time equivalent value associated with an employee.

Position FTE Full-time equivalent value associated with a position.

Note: Error totals displayed in parent org chart boxes may be inconsistent with the number of errors
shown in the child boxes. Parent org chart boxes display errors in all languages, but when the parent org
chart box is expanded, only positions and org units matching the applications selected language are dis-
played.

Company Code Org Chart

This org chart is based on a flat hierarchy of positions linked to a company code and has one org chart
view that displays the error distribution by record group and error severity. The following record groups are
available:
l OM - Organizational Management
l PA - Personnel Administration
l CM - Compensation Management
These groups correspond to the SAP ERP system modules where the records belong.
The Score column lists score values calculated based on the total number of errors in the record group,
the total number of records, and the rule weight coefficient (see Score Calculation, section 6.8 on page 56
for more details on the calculation). Click an org chart box to access the company code Details panel.

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3 Org Charts

Position Org Chart

This org chart is based on a flat position hierarchy and the default Error Severity view displays the direct
and indirect error distribution by record group and error severity. The Score column lists score values cal-
culated based on the total number of errors in the record group, the total number of records, and the rule
weight coefficient (see Score Calculation, section 6.8 on page 56 for more details on the calculation). The
values in the Records column show the number of position records for the OM group and number of
employee records for the PA and CM groups.
Note: Error totals displayed in parent org chart boxes may be inconsistent with the number of errors
shown in the child boxes. Parent org chart boxes display errors in all languages, but when the parent org
chart box is expanded, only positions matching the applications selected language are displayed.
Click an org chart box to access the position Details panel, which provides additional information about
the errors contained in the position record. Use the available Standard view to see the direct and indirect
errors for each record group. See Changing Org Chart Views, section 3.4 on page 17.
Note: A system administrator creates and sets up audit run rules and assigns their weight coefficients.

To view an org chart:


1. Click the appropriate item in the application menu bar, then click the required org chart. The org chart
loads in the tab panel.
2. Use the navigation icons at the bottom of org chart boxes with subordinate records to expand / or
collapse / the org chart boxes. The color of the buttons identify the organizational object type (for
example, org unit, position, employee).
3. Continue to expand the org chart; when you reach the required box, click it to open the Details panel.
4. To ensure the org chart fits the viewing area, change the org chart style or use the zoom tool.
See also:
l Using the Org Chart Box Menu, section 3.2 on the facing page
l Setting Org Chart Root, section 3.3 on page 17
l Changing Org Chart Styles, section 3.5 on page 20
l Changing Org Chart Views, section 3.4 on page 17
l Flagging Org Chart Boxes, section 3.7 on page 22
l Saving Org Charts, section 3.11 on page 25
l Viewing Error Details, section 6.7.1 on page 53

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3.2 Using the Org Chart Box Menu
Each org chart box has a menu with options you can select to perform the following actions:

Item Action

Add to Selected Items Sets a flag on the selected org chart box, and adds it to the
Selected Items panel.

/ Expand / Close This Branch Expands or collapses the records under the selected org
chart box.

/ Expand / Hide This Group Expands or hides the lower-level hierarchy associated with
the current org chart box. This action is available if the
administrator configures a linked hierarchy for the org chart.

/ Expand / Collapse by Hier- Expands or collapses the selected lower-level hierarchy


archy associated with the current org chart box. This action is
available if the administrator configures multiple linked hier-
archies for the org chart.

Notes Adds a public or private note attached to the selected org


chart box. This action is enabled by the administrator. See
Using Notes with Org Chart Boxes, section 3.10 on page
24 for more details.

Change Box View Changes the view for the selected box or all the boxes in
the org chart.

View In OrgChart l If the current org chart box is part of the root hierarchy,
sets the current box as the org chart root.
l If the current org chart box is part of a child hierarchy,
sets the org chart root to the object the current box
reports to.

Note: Some of these actions might not appear based on your particular configuration.

To use the box menu:


l Right-click the org chart box, and select a menu item.
See also:
l Setting Org Chart Root, section 3.3 on next page
l Changing Org Chart Styles, section 3.5 on page 20
l Changing Org Chart Views, section 3.4 on next page

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3 Org Charts

3.3 Setting Org Chart Root


Set a new org chart root to move from broad to specific hierarchy views.

To set the current box as the org chart root:


1. Expand the org chart to the required box.
2. Click to start the org chart with the current box as the root.
3. Click to start the org chart one level above the current box.
4. To return to the default root, click Actions menu > Default Root.
See also:
l Viewing Org Charts, section 3.1 on page 13
l Changing Org Chart Styles, section 3.5 on page 20
l Changing Org Chart Views, section 3.4 below

3.4 Changing Org Chart Views


Org chart views change the information displayed in the org chart boxes. Org charts that have more than
one hierarchy provide different views for each organizational object included in the org chart. Views are
configured by your system administrator for each available org chart and can include additional infor-
mation such as e-mail links or employee portraits.
Org charts are based on org unit hierarchies and contain information on records data quality. Select the
appropriate org chart error view to see the org chart data quality status and identify the org unit, position,
or employee record that contains erroneous data to be able to correct it in the SAP system.
For example, if the default Organization Structure org chart shows an org unit in the hierarchy with one out
of a total of five indirect errors (errors that occur at a deeper hierarchy node level) that is employee-
related, you expand the org unit to locate the one with a direct error and then expand this sub-unit to reveal
the specific position or employee that is the source of the error.
Tip: You can change the view for the entire org chart or for individual boxes.

Organization Structure Org Chart Views


The following default views are available for the Organization Structure org chart. Note that this org chart
displays both org unit and position objects, and the information displayed in the org chart boxes depends
on the organizational object:

View Description
Error Main Use this view to see the total number of direct and indirect errors.
For org units, displays the total full-time equivalents for employees and positions
for the org unit, and lists the total errors (direct and indirect) by org unit, position,
and employee.
For positions, displays the total and critical position and employee errors in the
position record.

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View Description
Error Standard Use this view for a detailed breakdown of direct and indirect errors, and to quickly
see if an org unit has any critical errors.
For org units, displays the total full-time equivalents for employees and positions
for the org unit, and lists the total errors (direct and indirect) by org unit, position,
and employee. Additional columns also display the breakdown of direct and indi-
rect errors, as well as any critical direct or indirect critical for each organizational
object.
For positions, displays the total and critical position and employee errors in the
position record.

Error Severity Use this view to see the breakdown of error severity.
For org units, lists direct and indirect errors for each organizational object based
on severity (low, medium, high, and critical). The icon at the top right of each org
chart box indicates the severity level of direct errors associated with the org unit:
l Green - no direct errors.
l Yellow - there is at least one direct error with severity level High.
l Red - there is at least one direct error with severity level Critical.
For positions, displays the total and critical position and employee errors in the
position record.

Error Trend Use this view to determine if the data integrity has improved over the last three
months.
For org units, lists the direct errors detected for each of the last three months. The
icon at the top right of each org chart box
l Green trend icon - the total for the previous month is lower than the one
before.
l Red trend icon - the total for previous month is higher than the one before.
l Yellow trend icon - all other cases. Note that the current month is not con-
sidered in the trend evaluation.
For positions, displays the total and critical position and employee errors in the
position record.

Error Severity Use this view to see the breakdown of error severity by group.
Score
This view displays the number of total errors (direct and indirect combined) of
each severity type (low, medium, high, critical), as well as the total number of
errors, the total number of records, and a score gauging the severity of these
errors for each group (OM, PA, CM).
Note: This view is only applicable for org units, not positions.
For a description of how the scores are calculated, refer to Score Calculation, sec-
tion 6.8 on page 56.

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3 Org Charts

View Description
Error Standard Use this view to see the breakdown of direct and indirect errors by group.
Score
This view displays the number of direct and indirect errors, as well as the total
number of errors, the total number of records, and a score reflecting the quality of
the data for each group (OM, PA, CM).
Note: This view is only applicable for org units, not positions.
For a description of how the scores are calculated, refer to Score Calculation, sec-
tion 6.8 on page 56.

Position Org Chart


The following default views are available for the position org chart:

View Description
Error Severity Use this view to see the breakdown of error severity by group (OM, PA, CM).
Lists the combined direct and indirect errors for each group based on severity (low,
medium, high, and critical) and provides the total number of errors for each group.
The Records column displays the total number of records for each group. This total
includes the records for the position object, as well as all subordinate position
objects (if applicable).
The Score column lists score values calculated based on the total number of errors
in the record group, the total number of records, and the rule weight coefficient (see
Score Calculation, section 6.8 on page 56 for more details on the calculation).

Standard Use this view to see the breakdown of direct and indirect position errors.
Lists the direct and indirect errors for each category and provides the total number
of errors for each category.
The Records column displays the total number of records for each category. This
total includes the records for the position object, as well as all subordinate position
objects (if applicable).
The Score column lists score values calculated based on the total number of errors
in the record group, the total number of records, and the rule weight coefficient (see
Score Calculation, section 6.8 on page 56 for more details on the calculation).

Company Code Org Chart


The Company Code org chart only has one view by default. This view is similar to the Error Severity view
for positions; for each company code, the combined direct and indirect errors for each group are listed
based on severity, and the total number of errors for each group is provided. The Score column lists score
values calculated based on the total number of errors in the record group, the total number of records, and
the rule weight coefficient (see Score Calculation, section 6.8 on page 56 for more details on the cal-
culation).

To change the view for the entire org chart:


1. Access the required org chart from the application menu bar. The org chart loads in the tab panel.
2. Click Views in the panel top bar, then select a view from the drop-down list.

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3. Alternatively, right-click in the org chart box, then select Change Box View > Set View For All
Boxes > [view name].

To change the view of individual org chart boxes:


1. Expand the org chart to find the required org chart box.
2. Right-click in the org chart box,then select Change Box View > Change Org Chart Box View >
[view name].
See also:
l Viewing Org Charts, section 3.1 on page 13
l Using the Org Chart Box Menu, section 3.2 on page 16
l Setting Org Chart Root, section 3.3 on page 17
l Changing Org Chart Styles, section 3.5 below

3.5 Changing Org Chart Styles


Different options are available that change the positioning and appearance of the org chart. Vertical and
horizontal diagrams are available in extended, condensed, or compressed formats.
The following styles are available:

Org Chart Style Description

Vertical Org Chart Displays a vertical org chart.

Combined Org Chart Displays a compressed horizontal org chart with nodes dis-
played in the vertical format.

Horizontal Org Chart Displays a horizontal org chart with nodes displayed in the ver-
tical format.

Compressed Org Chart Displays a compressed horizontal org chart with child nodes
displayed in the condensed format.

Horizontal Org Chart - Com- Displays a horizontal org chart with child nodes displayed in
pressed Children the compressed format.

Condensed Org Chart Displays a vertical org chart with nodes displayed in the con-
densed format.

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3 Org Charts

Below are examples of the same org chart viewed in the different styles:

To change the org chart style:


l From the Styles menu, select the style.
See also:
l Viewing Org Charts, section 3.1 on page 13
l Setting Org Chart Root, section 3.3 on page 17
l Changing Org Chart Views, section 3.4 on page 17

3.6 Setting Zoom Level


Increase or decrease the size of the org chart diagram.
Enhanced-mode org charts include the Zoom panel that lets you resize and move the org chart in the dis-
play pane.

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Note: Zoom controls are unavailable in Mozilla Firefox when the org chart is in basic mode.

To set the zoom level in the basic-mode org charts:


1. Move the mouse pointer to 100% in the top bar.
2. Select the zoom level.
3. Alternatively, click or to zoom in or zoom out by 10%.

To set the zoom level in the enhanced-mode org charts using the Zoom panel:
1. In the org chart tool bar, click Zoom. The zoom panel expands and remains open until you click
again.
2. On the zoom panel, do one of the following to zoom the org chart in or out:
l Drag the slider to zoom to the required level in small increments.
l Click + or - in the panel to zoom in or out in large increments.
3. Click Fit To Page to fit the entire org chart in the display pane, or click Center To Page to
center the org chart on the page without reverting to its original size.
4. Click Map to visualize the location of the currently displayed org chart branch in relation to the entire
org chart. The red rectangle schematically identifies the current display view.

To set the zoom level in the enhanced-mode org charts using keyboard and mouse
shortcuts:
l Zoom in large increments using the mouse's scroll wheel anytime the mouse cursor is in the org chart
area.
l Press Spacebar to fit the entire org chart to the available space in the display pane.
l Press Shift+Spacebar to resize the org chart to its native dimensions.

3.7 Flagging Org Chart Boxes


Org chart boxes are added to the Selected Items panel when you flag them, so you can perform tasks on
one or more records.

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3 Org Charts

To flag an org chart box do one of the following:


l Right-click the org chart box, then select Add to Selected Items.
l For Basic-mode org charts, drag and drop the org chart box to the Selected Items panel.
l For Enhanced-mode org charts, Ctrl-click the org chart box.

The icon appears in the org chart box, and the box is added to the Selected Items panel. A maximum
of 50 records can be added.
See also:
l Viewing Org Charts, section 3.1 on page 13
l Using the Selected Items Panel, section 2.7 on page 8

3.8 Viewing Reporting Relationships


Use the Silo feature to identify the direct and indirect reporting relationships for a specific org unit or posi-
tion. You can view the following reporting relationships:
l org unit to org unit
l position to position
Note: The Silo button appears in the Selected Items panel only if you select an object from the root hier-
archy. For example, if there is an org chart with org unit > position > employee linked hierarchies, Silo only
appears if org units are flagged. In a simple position hierarchy, Silo appears for flagged positions.
The relationships are displayed either in the org chart or position Details panel, depending on which report-
ing relationship you wish to view.

To view org unit to org unit reporting relationships:


1. Flag the required org unit to add it to the Selected Items panel.
Flag additional org units to view more than one reporting relationship in the org chart.
2. In the Selected Items panel, click Silo. The organizational chart diagram changes and displays only
the selected org unit and the org units it reports to directly and indirectly.
3. Click in the root org unit, then click to revert to the normal org chart.

To view position to position reporting relationships:


1. Flag the required position to add it to the Selected Items panel.
Flag additional positions to view more than one reporting relationship in the org chart.
2. In the Selected Items panel, click Silo. The organizational chart diagram changes and displays only
the selected position and the positions it reports to directly and indirectly.
3. Click in the root position, then click to revert to the normal org chart.

3.9 Viewing Dotted-Line Relationships


Positions that report to a primary manager but are also accountable to others have a dotted-line rela-
tionship to the additional managers. Dotted-line relationships can occur between positions and org units,

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or positions and other positions. The application displays dotted-line relationships in the org chart and posi-
tion Details panel.

To view dotted-line relationships to org units:


1. Access an org chart that displays org units from the application menu bar.
2. Expand the org chart to display the required org unit and position. Dotted borders around the org chart
box identify positions with dotted-line relationship.
3. Click the position org chart box to display the Details panel, then click the Position tab. The Posi-
tion section displays the primary org unit, and the Dotted Line section displays any additional org
units the position is accountable to.

To view dotted-line relationships to positions:


1. Access a position org chart from the application menu bar.
2. Expand the org chart to display the required position. Dotted borders around the org chart box identify
positions with dotted-line relationships.
3. Click the position box to display the Details panel, then click the Structure tab. The primary manager
is displayed in the Reports To section, and the Dotted Line section lists any additional managers
the position is accountable to.

3.10 Using Notes with Org Chart Boxes


Notes can be added to any box in the org chart to attach additional information to an org unit, position, or
employee. The following notes are available:
l Public: Notes are visible to all users.
l Private: Notes are visible only to the user who created them.
Note: Depending on the configurations made by the system administrator, one, both, or none of the avail-
able notes may be enabled.
Notes are created and edited either from an org chart box or the Details panel.

To add notes to an org chart box:


l Through the org chart:
1. Click an item in the application menu bar, then select an org chart.
2. Expand the branches to find the required org chart box.
3. Right-click the org chart box.
4. Select Notes, then select:
l Add Note to add a public note.
l Add Note to add a private note.
5. In the resulting text window, add the note's content, then click Save.
l Through the org unit, position, and employee Details panel:
1. Click Audit in the application menu bar, then select an org chart.
Note: The employee Details panel is only accessible through the employee listing.

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3 Org Charts

2. Expand the branches to find the required org chart box, then click the box to load the Details
panel.
3. In the Details panel, click the Notes tab.
4. Click:

l Add Note to add a public note.


l Add Note to add a private note.
5. In the resulting text window, add the note's content, then click Save.
Once a note is saved, a yellow note icon for a public note ( ) or a blue note icon for a private note ( )
appears at the top of the org chart box. Notes can then be edited or removed, and included in prints/ex-
ports, or ChartBook.

To edit a note:
l Through the org chart:
1. Right-click an org chart box that contains a note.
2. Select Notes, then select:
l Edit Note to edit a public note.
l Edit Note to edit a private note.
3. In the resulting text window, edit the note's content, then click Save.
l Through the org unit, position, and employee Details panel:
1. Select the Notes tab.
2. Click:
l Edit Note to edit a public note
l Edit Note to edit a private note.
3. In the resulting text window, add the note's content, then click Save.

To remove a note:
1. In the org chart, right-click an org chart box that contains a note.
2. Select Notes, then choose:
l Remove Note to remove a public note.
l Remove Note to remove a private note.
3. In the resulting window, click OK.

3.11 Saving Org Charts


Expanded org charts that are viewed repeatedly can be saved to your user profile. Use this feature if you
have set up the org chart to view a specific branch of the company structure, and wish to refer to it later.
Saved org charts are added in the application menu under My Org Charts.

To save an org chart:


1. Access the required org chart from the application menu bar.
2. Expand and set the org chart to the required root, style, and view.

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3. Click Actions menu > Add to My Org Charts.
4. Enter the org chart name and description.
5. Click Save.
The org chart is added to the application menu under My Org Charts.
Note: The org chart settings option in the Actions menu is not available for saved org charts.

To delete a saved org chart:


1. Click your org chart under My Org Charts in the application menu. The org chart for that hierarchy
loads in the tab panel.
2. Click Actions menu > Delete from My Org Charts.
3. Click Delete.
See also:
l Viewing Org Charts, section 3.1 on page 13
l Setting Org Chart Root, section 3.3 on page 17
l Changing Org Chart Styles, section 3.5 on page 20
l Changing Org Chart Views, section 3.4 on page 17

3.12 Customizing Org Chart Display


Set the default org chart and its appearance based on your preferences. The selected settings are saved
in your user profile, and the org chart loads in the interface each time a new session is launched with your
user name and password.

To set the org chart appearance:


1. Access the required org chart from the application menu bar.
2. Expand the org chart, then set a new org chart root (if required).
3. Click Actions menu > Settings.
4. In the Org Chart Settings dialog box, specify the Default Settings:
a. Select the required Org Chart from the drop-down list.
b. Select the default Style and View.
c. Click Current Root to set the current org chart root as the default.
Note: The org chart diagram displays the org chart at the current root each time the application is
accessed.
5. Specify the Org Chart Ordering.
6. Click Apply.
See also:
l Setting Org Chart Root, section 3.3 on page 17
l Changing Org Chart Styles, section 3.5 on page 20
l Changing Org Chart Views, section 3.4 on page 17

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4 ChartBook
4
Generate interactive PDF documents that show the structure of individual branches in the organization.

4.1 About ChartBook 28


4.2 Defining ChartBook Page Printing Order 28
4.3 Using ChartBook Templates 29
4.4 Generating ChartBook 30
4.5 ChartBook Reference 30
4.5.1 ChartBook Reference 30
4.5.2 General Tab 31
4.5.3 Cover Page Tab 32
4.5.4 Header & Footer Tab 32
4.5.5 References Tab 33
4.5.6 Hierarchy Tab 34
4.5.7 Protection Tab 35
4 ChartBook

4.1 About ChartBook


A ChartBook is an interactive PDF document that is used to view individual branches of the organization
structure. Each page displays a different subset of the org chart structure and shows a parent box at the
top of the page and the reporting child units underneath. For example, for an org unit and position struc-
ture, each page shows an org unit parent and the directly reporting org units or positions in the selected
branch.
The ChartBook features complete PDF functionality, including bookmarks, a table of contents, an index,
hyperlinks, and full search capabilities. Use the table of contents that lists all the org units and positions
generated by the ChartBook to locate the required branch. For each branch, you can display a subordinate
table that lists direct subordinates to the current node.
Note: If your system administrator configured the application to group similar records in one org chart box,
each record is displayed in its own org chart box in the generated ChartBook.
Use the ChartBook generator to create a ChartBook PDF file. In the ChartBook generator:
l Create a custom cover page.
l Specify page layout, including headers and footers.
l Generate table of contents, index, and legend table.
l Specify document section heading styles.
l Specify the subordinate table styles.
l Specify the PDF document security settings.
l Create, save, and reuse document style and layout templates.
See also:
l Generating ChartBook, section 4.4 on page 30
l Using ChartBook Templates, section 4.3 on the facing page

4.2 Defining ChartBook Page Printing Order


Choose from the two print sorting options to define the sequence of records by organizational level or by
individual branches: level-order and preorder.

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The following table shows the generated results for the org unit structure above depending on the selected
print order:

ChartBook Level-order Preorder


Page #
1 Org Unit 1.0 as the root and its direct-report- Org Unit 1.0 as the root and its direct-
ing org units. reporting org units.

2 Org Unit 1.0 as the root and its direct-report- Org Unit 1.0 as the root and its direct-
ing positions. reporting positions.

3 Org Unit 2.1 as the root and its direct-report- Org Unit 2.1 as the root and its direct-
ing org unit. reporting org unit.

4 Org Unit 2.1 as the root and its direct-report- Org Unit 2.1 as the root and its direct-
ing positions. reporting positions.

5 Org Unit 2.2 as the root and its direct-report- Org Unit 3.1 as the root and its direct-
ing positions, as it has no subordinate org reporting positions.
units.

6 Org Unit 2.3 as the root and its direct-report- Org Unit 2.2 as the root and its direct-
ing positions. reporting positions, as it has no sub-
ordinate org units.

7 Org Unit 3.1 as the root and its direct-report- Org Unit 2.3 as the root and its direct-
ing positions. reporting positions.

4.3 Using ChartBook Templates


ChartBook style templates contain the PDF file settings that you specify in the ChartBook generator. The
default preferences are saved in a ZIP file that is stored in a location specified by system administrator.
You can create and save your own template files to reuse them later to generate different outputs.
Note: Create preference files using Microsoft Internet Explorer to ensure cross-browser compatibility.
You can load and modify preference files created in Internet Explorer in an application running in Mozilla
Firefox or any other supported browser. Conversely, you may not be able to use the preference file
created using Mozilla Firefox in applications running in Internet Explorer.
Note: The option to save templates may be restricted to specific roles. In this case, you only have the
option to load an existing template.

To define and load ChartBook templates:


1. In the ChartBook Generator window, click the tabs and define the ChartBook PDF file settings.
2. From the drop-down list at the top right, select Save Template.
3. Enter the template name and click Save.
4. In the message box, click Save and specify the file location.
5. To use the existing template, in the ChartBook Generator window, click Load Template > Browse,
select the saved template zip file and click Open.
6. Click Load.

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4 ChartBook

4.4 Generating ChartBook


Generate a ChartBook PDF file to view and distribute the org chart online or print the full org chart or its
individual branches.

To generate a ChartBook:
1. Click an item in the application menu bar, then select the required org chart.
2. If you wish to start the ChartBook from a specific org chart box, expand the org chart to the required
record, then click to set that org chart box as the root.
3. In the org chart panel, click Actions > Generate ChartBook.
4. To use an pre-existing template, in the ChartBook Generator window, select Load Template from
the Templates drop-down list, then click Browse. Select a saved ZIP template file and click Load.
Otherwise, select Default Template.
5. To customize the ChartBook's appearance, click the tabs and specify the required properties. See
ChartBook Reference for details about ChartBook settings.
Tip: Selecting Quick Mode will generate the ChartBook more quickly by removing options such as
headers and footers, and the table of contents from the finished product. When Quick Mode is
selected, some generation options and tabs will not be available.
6. Optionally, once you finish defining the ChartBook properties, select Save Template from the drop-
down list at the top-right to save this template for future use. Enter the template name, click Save,
and specify the file location.
7. Click Generate PDF. As it is being created, the ChartBook will appear in the Progress section at the
top-right of the window. Note that this section also displays ChartBooks that are currently being gen-
erated by other users.
Completed ChartBooks will appear in the History window at the bottom-right.
Note: The time to generate a ChartBook depends greatly on the data size, system resources, and
number of records.
8. When the ChartBook is generated, click its title in the History window to access the file.

4.5 ChartBook Reference

4.5.1 ChartBook Reference


Use the following tabs to customize the ChartBook output:
l General Tab
Define the ChartBook content properties, paper size, and page margins.
l Cover Page Tab
Define the ChartBook cover page properties and graphical elements.
l Header & Footer Tab
Define the ChartBook header and footer properties.

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l Reference Tab
Define the properties and style of the ChartBook generated content: table of contents, index, and leg-
end.
l Hierarchy Tab
Define the properties of the org chart hierarchy, subordinate tables and notes.
l Protection Tab
Define the ChartBook PDF file security properties.

4.5.2 General Tab


Define the ChartBook content properties, paper size, and page margins.
Note: This tab may not contain all of the following options as they may be restricted to specific roles.

Content
Hierarchy Specifies the name of the org chart. The org chart that you selected in the Org-
Chart menu is displayed by default.

Number of Levels Specifies the depth of the displayed org chart branch.

Print Order Specifies the sorting order that defines the printing sequence of record
branches:
l Level order - "breadth-first" order that sorts records by organizational level.
l Preorder - "depth-first" order that sorts records by individual branches.
For details, see Defining ChartBook Page Printing Order, section 4.2 on page
28. 

Date Specify the current date or select Custom and specify any date. This date
appears on the cover page and in the page header if you select this option on the
corresponding tab. See Cover Page Tab, section 4.5.3 on next page and Header
& Footer Tab, section 4.5.4 on next page.
Paper
Paper Format Defines the paper size.

Orientation Specifies the page orientation.

Unit Specifies the measurement unit applied to the margins, page header and footer
height. See Header & Footer Tab, section 4.5.4 on next page.

Margin Specifies the margin width applied along the page edge.
Email
E-mail Specifies the e-mail address where a notification will be sent once the Chart-
Book is generated.

See also:
l Generating ChartBook, section 4.4 on previous page
l Defining ChartBook Page Printing Order, section 4.2 on page 28

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4 ChartBook

4.5.3 Cover Page Tab


Define ChartBook cover page properties and specify graphical elements.
Note: This tab may not be available as it may be restricted to specific roles.

Cover Page
Add Cover Select to add a cover page to the ChartBook.

Display Logo Select to display a logo on the cover page. The logo image is set by system
administrator. You may not have the logo image that was specified.

Logo Position Specifies a logo position on the cover page.

Display Date Specifies whether to display the date (set on the General tab). If you select the
option, you can specify the date format and font style.

Title Specifies ChartBook title wording and format.

Background Specifies ChartBook cover page background color.


Color

Background Specifies ChartBook cover page background image file. To insert the back-
Image ground image, click Browse and select the image file. 

Subtitle Specifies ChartBook subtitle wording and format.

See also:
l Generating ChartBook, section 4.4 on page 30

4.5.4 Header & Footer Tab


Define the ChartBook header and footer properties.
Note: This tab must be enabled by a Nakisa implementation partner.

Header
Header Height The page header height in units (centimeters or inches) specified on the
General tab.

Display Logo Specifies whether to display a logo. If you select this option, the Browse
button and Logo Position drop-down list appear. Click Browse to select
an image for use as the logo in the header.

Logo Position Specifies the location of the logo in the header.

Display Date Specifies whether to display a date. The date is specified on the General
tab. If you select this option, the Date Style, Date Position, and Date
Format options appear. 

Footer

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Header
Header Text Defines page header wording and style.

Section Title Style Specifies the style of the ChartBook section title to be displayed in the
header.

Background Color Specifies the background color of the header.

Header Frame Specifies whether to display a frame box around the page header.
Footer
Footer Height The page footer height in units (centimeters or inches) specified on the
General tab.

Display Logo Specifies whether to display a logo. If you select this option, the Browse
button and Logo Positiondrop-down list appear. Click Browse to select
an image for use as the logo in the footer.

Logo Position Specifies the location of the logo in the header.

Display Page Number Specifies whether to display the current page number in the footer.

Page Number Style Defines the page number font, size, and style.

Footer Text Defines page footer wording and style.

Background Color Specifies the background color of the footer.

Footer Frame Specifies whether to display a frame box around the page footer.

See also:
l Generating ChartBook, section 4.4 on page 30

4.5.5 References Tab


Define the properties and style of the ChartBook generated content: table of contents, index, and legend.
Note: This tab may not be available as it may be restricted to specific roles. The table of contents and
index sections must be enabled by a Nakisa implementation partner.

Table of Contents
Display Page Number Specifies whether to display page numbers next to the table of con-
tents entries. 

Page Leader Specifies a tab leader line style (dotted, dashed, solid, or none).

Level 1 Style / Level "n" Style Specifies a table of contents entry font style.
Index
Number of Columns Specifies the number of columns in the generated index.

Legend

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4 ChartBook

Table of Contents
Index
Column Separator Style Specifies the style of the line between index columns.

Align Page Number Select to right-align index entry page locators.

Page Leader Specifies the index entry tab leader line style (dotted, dashed,
solid, or none).

Section Title Style Specifies the section heading (letter) font style. 

Entry Style Specifies the index entry font style.


Legend
Header Style Specifies the font style of the legend table header row.

List Style Specifies the font style of the legend items.

Alternate Rows Specifies the shading color of the legend table alternate rows. 

See also:
l Generating ChartBook, section 4.4 on page 30

4.5.6 Hierarchy Tab


Define the properties of the org chart hierarchy and subordinate tables. Subordinate tables list direct sub-
ordinates to the current node at the bottom of each page. Only records that have subordinates appear in
this table.
Note: This tab may not be available as it may be restricted to specific roles.

Organization Chart
Org Unit Hierarchy Specifies the preferred view for the org unit hierarchy. See Changing Org Chart
View Views, section 3.4 on page 17 for details about the views for each organ-
izational object.

Position Hierarchy Specifies the preferred view for the position hierarchy.
View

Employee Hier- Specifies the preferred view for the employee hierarchy.
archy View
Subordinate Table
Show Table Select to display tables that list the subordinate objects.

Number of Col- Specifies the number of columns in the subordinate table.


umns

Header Style Specifies the font style of the subordinate table header row.

Parents & Notes Display

34 www.nakisa.com
Organization Chart
Subordinate Table
List Style Specifies the font style of the items in the subordinate table.

Alternate Rows Specifies the shading color of the subordinate table alternate rows.
Parents & Notes Display
Show Additional Specifies whether to show an org chart box's parent when generating a Chart-
Parent Nodes Book of two levels or more.

Export Notes Specifies whether to include org chart box notes in a separate list at the end of
the generated ChartBook.

See also:
l Generating ChartBook, section 4.4 on page 30

4.5.7 Protection Tab


Define a ChartBook PDF file security properties.
Note: This tab may not be available as it may be restricted to specific roles.

Protection
Requires password to open Select to add password protection to the generated PDF.
Permissions
Allow Print Select to allow printing the generated PDF file.

Allow Modification Select to allow modifying the generated PDF file.

Allow Copy Select to allow copying the generated PDF file.

See also:
l Generating ChartBook, section 4.4 on page 30

Nakisa Inc. 35
5 Listings
5
Use Nakisa OrgAudit listings to search, view, sort, and select records from the company human resource
database.

5.1 Viewing Listings 37


5.2 Searching Listing Records 39
5.3 Saving Listing Search Queries 40
5.4 Sorting Listings 41
5.5 Customizing Listing Display 41
5 Listings

5.1 Viewing Listings


Listings display organization information contained in the company human resource data repository as
dynamic tables, and are automatically updated when the data source changes.
Note: Rules can be secured per role to restrict access to the related errors in the error listings (including
the errors listed in the Details panels). If a rule is restricted for a role, then users with that role will not be
able to see the specific errors related to that rule, but the errors are still included in the total number of
errors and score calculations in dashboards, Details panels, and views. Contact your system admin-
istrator for more information.
The available listings are identified by the icon in the application menu. The application includes the fol-
lowing listings by default:

Listing Description
Audit Runs Provides a list of all audit runs with their respective run dates and
number of errors detected.
Use this listing to review all audit runs and to access the Audit Run
Details panel, which provides additional information about the rules used
and the number of errors for the selected audit run.

Errors by Audit Runs Provides a list of all errors (of all severities and statuses) and the audit
run in which they were identified. The listing also identifies the severity
and object type for the error. By default, the only searchable field in this
listing is the audit run ID. To search by error ID, use the All Errors listing
instead.
Use this listing to view all errors detected in all audit runs, and to access
the Errors Details panel, which provides additional information about the
errors and allows you to change the error status.

Open Errors Provides a list of all errors that have a status of "open" or "auto-opened".
The listing columns display information about the error, including:
l The rule that detected the error
l The group (OM, PA, CM) in which the error was detected
l The organizational object type that contains the error
l The severity of the error
l The org unit, position, and employee ID (where applicable) containing
the error
Use this listing to review all errors that need attention, and to access the
Errors Details panel, which provides additional information about the
errors and allows you to change the error status.

37 www.nakisa.com
Listing Description
Recently Closed Errors Provides a list of all errors that have been closed or auto-closed within
the last month, starting from today. For example, if today is April 15, the
listing will show all errors closed between March 16 and today. The list-
ing includes the same columns as the Open Errors listing. This listing
only displays errors that have a current status of closed or auto-closed; if
an error was closed in a previous audit run, but was auto-opened in a sub-
sequent one, the error will not appear in this listing, but in the Open
Errors listing instead.
Use this listing to review all errors that have been corrected, and to
access the Errors Details panel, which provides additional information
about the errors and allows you to change the error status.

Recently Opened Errors Provides a list of all errors that have been opened or auto-opened within
the last month, starting from today. This listing includes the same col-
umns as the Open Errors listing.
Use this listing to identify recent errors that need attention, and to
access the Errors Details panel, which provides additional information
about the errors and allows you to change the error status.

Ignored Errors Provides a list of all errors that have been opened set to Ignored status.
Use this listing or to review all ignored errors, and to access the Errors
Details panel, which provides additional information about the errors and
allows you to change the error status.

Last Audit Run Errors Provides a list of all errors (of all severities and statuses) that were
detected during the latest audit run. Errors of all severities and current
statuses are included in this listing. For example, if an error is opened dur-
ing an audit run, but is then set to "closed", it will appear as a closed
error. This listing includes the same columns as the Open Errors listing.
Use this listing to review the errors detected in the last audit run only,
and to access the Errors Details panel, which provides additional infor-
mation about the errors and allows you to change the error status.

Errors with Recent Provides a list of all errors whose status has been updated within the last
Status Change month, starting from today.
Use this listing to review any error status changes in the last month, and
to access the Errors Details panel, which provides additional information
about the errors and allows you to change the error status. Note that any
new errors detected from audit runs made in the last month are also
included in this listing.

Stale Errors Provides a list of all errors whose status has remained unchanged for
more than a month, starting from today.
Use this listing to identify old errors of all severities, and to access the
Errors Details panel, which provides additional information about the
errors and allows you to change the error status.

Nakisa Inc. 38
5 Listings

Listing Description
All Errors Provides a list of all errors in the audit database. This listing includes the
same columns as the Open Errors listing. Note that the audit run ID is
not included in this listing. To view errors and their corresponding audit
runs, use the Errors by Audit Runs listing instead.
Use this listing to search for errors of all statuses and severities, and to
access the Errors Details panel, which provides additional information
about the errors and allows you to change the error status.

Company Code Provides a list of all the company codes in the organization. Use this list-
ing to access the company code Details panel.

Employee Listing Provides a list of all employees. Use this listing to search for employee
records and to access the employee Details panel.

Position Listing Provides a list of all positions. Use this listing to search for position rec-
ords and to access the position Details panel.

Org Unit Listing Provides a list of all org units. Use this listing to search for org unit rec-
ords and to access the org unit Details panel.

To view a listing:
1. In the application menu bar, click Audit, then click the required listing.
A list of records appears in the tab panel. You can perform a basic or an advanced search.
Note: Depending on your application configuration, listings may not contain any records when
accessed. A search must be performed to generate results.
2. Use navigation bar to browse the records.
3. To view additional information about a record in the Details panel, click the record in the listing.
See also:
l Searching Listing Records, section 5.2 below
l Sorting Listings, section 5.4 on page 41
l Saving Listing Search Queries, section 5.3 on the facing page
l Customizing Listing Display, section 5.5 on page 41

5.2 Searching Listing Records


Use search tools to locate records in the company human resource repository. You can perform a simple
search based on a single or partial word, or an advanced search using a combination of variables.
The following is an example of an advanced search and the returned results:

Search Field Search Operator Search Term Search Result


Last Name Contains Rogers All records that contain Smith OR
Rogers in the last name, AND Sales in
Last Name Contains Smith the position name.
Position Contains Sales

39 www.nakisa.com
Tip: In an SAP Live build, you can also search for employees using the Quick Search bar. See Using the
Graphical User Interface.

To search for records:


1. Click the appropriate item in the application menu bar, then click the required listing. The listing tab
panel opens in the interface.
Note: Depending on system configuration, key words entered during a search may require that you
enter a case-sensitive text string to generate results.
2. Perform a basic search:
a. Select the required field for the search, then select an operator type: Contains, Begins with,
Ends with, or Equals (when searching for numerical values).
b. Enter a search term. The application automatically adds wildcard characters to the search param-
eters.
c. Click Search.
3. Alternatively, perform an advanced search:
a. Click Advanced Search.
b. In the Advanced Search dialog box, select an operator type for a field: Contains, Begins with,
Ends with, or Equals, then enter the search term.
c. Click Search.
The search results are displayed in the listing grid. The and icons indicate that the current
search results are based on a basic or advanced search respectively.

4. Click Actions menu > Add to Favorites to bookmark the current search results in your web
browser. The application uses the generic bookmark name "Nakisa Directory View". Enter a unique
name if multiple bookmarks are saved.
5. Move the mouse pointer to the or icons to display a brief description of the current search filter.
6. Click the icons to clear all values and reset the search parameters.
7. Click the required record in the list to open the Details panel.
See also:
l Viewing Listings, section 5.1 on page 37
l Saving Listing Search Queries, section 5.3 below
l Customizing Listing Display, section 5.5 on next page

5.3 Saving Listing Search Queries


When you conduct a search you are submitting a query to the HR database for a specific set of records.
You can save your queries to perform an identical search for records. Each time you search the database
using a saved query, the application generates an updated listing of records based on the latest infor-
mation stored in the database.
Saved listings are added to the application menu under My Listings. When you mouse over the saved list-
ing in the menu or over the tab name of the loaded saved listing, a tool tip displays the description of the
saved listing and the search criteria. Note that the logical operators that connect the advanced search
criteria (i.e. AND, OR) are not displayed.

Nakisa Inc. 40
5 Listings

To save a listing search query:


1. Perform a basic or advanced search, then set the listing grid as required.
2. Click Actions > Add to My Listings.
3. In the Add to My Listings dialog box, enter the listing name and description, then click Save.

To delete a saved listing:


1. Click the appropriate item in the application menu bar, then select your listing under My Listings. The
selected listing loads in a new tab.
2. Click Actions > Delete from My Listings.
3. Click Delete.
The listing is removed from the interface and the saved listings.
See also:
l Viewing Listings, section 5.1 on page 37
l Searching Listing Records, section 5.2 on page 39
l Customizing Listing Display, section 5.5 below

5.4 Sorting Listings


This procedure sorts the search results and columns for a listing. The sorting options for the listing are con-
figured by your system administrator.

To sort a listing:
1. Click the appropriate item in the application menu bar, then click the required listing.
2. Perform basic or advanced search.
3. Click the table column header to sort the listing records by the required field, then click the arrows to
sort the results in ascending or descending order.
4. Optionally, to move a column, click and drag the column heading over to the next column, then
release the mouse button.
See also:
l Viewing Listings, section 5.1 on page 37
l Saving Listing Search Queries, section 5.3 on previous page

5.5 Customizing Listing Display


Listing tab panels consist of a basic search form, provide access to advanced search options, and display
the results of a search in a table. You can set the fields and order of the table columns, the default search
field for basic searches, and the number of records per page appearing in the application and printed list-
ings.
Listing panel settings are saved in your user profile on the company server, and load in the listing each
time a new session is launched with your user name and password.

41 www.nakisa.com
To set the listing tab panel:
1. Click the appropriate item in the application menu bar, then click the required listing.
2. Click Actions menu > Settings.
3. Under Display Option, select or clear the check box next to the required column headings to show or
hide them in the listing.
4. Specify the column order: select a field, then click or to set the order.
5. Select a number from the drop-down list to set the required Records per page. Listings can display
up to 50 records per page.
6. Select the Default Search Field. This sets the field operator for the basic search form located below
the menu bar of the listing panel.
7. Select a number from the drop-down list to set the required Records per page for printing.
Tip: The default number of records available for printing is 25. A maximum of 100 records per page
can be set for a printed listing.
8. Click Apply, then reload the listing to activate the new tab panel settings.
See also:
l Viewing Listings, section 5.1 on page 37
l Saving Listing Search Queries, section 5.3 on page 40

Nakisa Inc. 42
6 Error Analysis and Maintenance
6
View organizational information from your human resource data repository and display error information.
Expand an org chart hierarchy to find specific org units, positions, and employees and view their asso-
ciated error counts, statuses, and trends.

6.1 Audit Overview 44


6.2 Viewing Org Unit Details 44
6.3 Viewing Position Details 46
6.4 Viewing Employee Details 49
6.5 Viewing Company Code Details 49
6.6 Viewing Audit Run Details 51
6.7 Viewing Error Details 53
6.7.1 Viewing Error Details 53
6.7.2 Modifying Error Status 55
6.8 Score Calculation 56
6.9 Viewing Dashboard Reports 58
6.10 Time Lag 60
6 Error Analysis and Maintenance

6.1 Audit Overview


Nakisa OrgAudit provides tools to help identify, track, and verify corrected errors in the SAP system.
Audit run rules (configured in the Nakisa AdminConsole) detect errors that can be reviewed using the avail-
able listings and org charts. Errors statuses show the error correction progress (see Modifying Error
Status for descriptions on the available error statuses). Lastly, subsequent audit runs are used to verify
that errors have been corrected in the SAP system.
For any given audit run, the recommended workflow is as follows:
l Perform an audit run using the Nakisa AdminConsole (Refer to the Administrator Guide for instruc-
tions on setting up rules and audit runs). The application automatically sets any new errors to "open".
l Review the detected errors using the available org charts or listings:
l If you wish to focus on a particular org unit or position, use the Organization Structure org chart to
access the org unit or position Details panels.
l If you wish to focus on a particular error type or severity, use one of the error listings (Open Errors,
and All Errors are recommended in this case) to identify and prioritize specific errors that require
attention.
l Use the score to analyze and compare the data integrity in specific positions and company codes.
l Use the error Details panel to change the error status to "In progress" to indicate that action is being
taken for the error.
l Correct the error in the SAP system.
l Use the error Details to update the error status to "closed".
l Perform another audit run to verify if closed errors have been corrected. Any closed errors that were
not corrected will appear as auto-opened.
l Use the various analytic tools (such as the Dashboard reports and Time Lag) to gauge error trends.
Note: Rules can be secured per role to restrict access to the related errors in the error listings (including
the errors listed in the Details panels). If a rule is restricted for a role, then users with that role will not be
able to see the specific errors related to that rule, but the errors are still included in the total number of
errors and score calculations in dashboards, Details panels, and views. Contact your system admin-
istrator for more information.
See also:
l Viewing an Org Chart
l Changing Org Chart Views
l Viewing a Listing

6.2 Viewing Org Unit Details


The org unit Details panel displays general information about the org unit and provides details about the all
the errors contained in the org unit. Use this Details panel to analyze the data integrity of specific org
units.
Note: Due to customizations and user roles determined by the System Administrator, the Details panel
may not correspond exactly to the information presented here; certain features may not be enabled.

44 www.nakisa.com
The top portion of the org unit Details panel provides general information about the org unit, such as the
ID, name, location, and cost center information. The bottom portion of the Details panel is organized into
the following tabs that display additional information about the org unit and any errors associated to it:

Tab Description
Direct Errors Displays all errors of all severities contained in the selected org unit, and in the posi-
tion and employee records that report directly to that org unit. The errors are organ-
ized into separate subtabs for each organizational object, which also display the
error status, rule, and group. Note that if there are no errors for a given organ-
izational object, the corresponding subtab does not appear.
In each subtab, you can perform the following tasks for each error record:
l Click an error record to view the error Details panel, which displays additional
information about the error and allows you to change the error status.
l Click to open the Profile window, which displays additional information about
the error and the rule that detected the error.
l Mouse over to view a detailed description of the rule that detected the error.

All Errors Displays errors of all severities contained in the org unit, position, and employee rec-
ords that report directly and indirectly to the selected org unit.
You can perform the following tasks for each error record:
l Click an error record to view the error Details panel, which displays additional
information about the error and allows you to change the error status.
l Click to root the Organization Structure org chart to the org unit in which the
error is contained.

Error Trend Displays a bar chart that shows the error distribution by organizational object for
Distribution each of the past 12 months. Note that this chart only displays direct errors.
To view the value associated with a graph bar, move the mouse pointer over the
bar.

Manager Displays general information about the org unit manager(s).

Score The top portion of this tab displays the direct and indirect errors by group and sever-
ity, and provides the group score and total score for the org unit.
The bottom portion lists the rules that detected errors for each group, and the cor-
responding score. If the same rule detected direct and indirect errors, then separate
rows appear for each error type.
For more details on how the score is calculated, see Score Calculation, section 6.8
on page 56.
Note: This tab does not appear if there are no direct or indirect errors associated
with the org unit.

Notes Displays any notes associated with the current org unit. See Using Notes with Org
Chart Boxes, section 3.10 on page 24 for more details.

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6 Error Analysis and Maintenance

To access the org unit Details panel:


1. Do one of the following to find the required org unit record:
l In the application menu, click Audit > Organization Structure Org Chart, then navigate to the
org unit in the org chart.
l In the application menu, click Audit > Org Unit Listing, then search for the org unit.
2. Click the org chart box or listing record for the required org unit. The Details panel loads in the inter-
face.
3. Click the various tabs described in the preceding table to view the required error information.
4. To view the org unit as the root node in the org chart, click Actions in the Details panel top bar, then
select View in Org Chart. This feature is useful if you wish to focus attention on errors within a spe-
cific org unit.
See also:
l Viewing Error Details, section 6.7.1 on page 53
l Modifying Error Status, section 6.7.2 on page 55

6.3 Viewing Position Details


The position Details panel contains general information about the position, its incumbent(s) (if applicable),
and errors detected for the position.
The position Details panel can be accessed from one of the following areas:
l Organization Structure org chart
l Position listing
l Position org chart
Information displayed in the Details panel is grouped into different tabs. The Details panel accessed from
the Organization Structure org chart displays less information than the one accessed from the Position list-
ing and org chart. Use the Details panel from the Organization Structure org chart to quickly review the
position errors. For a more in-depth analysis of the position errors, use the Details panel accessed from
the Position listing and org chart.
Note: Due to customizations and user roles determined by the System Administrator, the Details panel
may not correspond exactly to the information presented here; certain features may not be enabled.

Details Panel from Organization Structure Org Chart


The following tabs are available in the position Details panel that is accessed from the Organization Struc-
ture org chart:

46 www.nakisa.com
Tab Description
Errors Displays all direct errors of all severities contained in the position record and/or the
incumbent's employee record. The errors are organized into separate subtabs for posi-
tions and employees. Note that if there are no errors for the position or employee, the
respective tab does not appear.
In each subtab, you can perform the following tasks for each error record:
l Click an error record to view the error Details panel, which displays additional
information about the error and allows you to change the error status.
l Click to open the Profile window, which displays additional information about
the error and the rule that detected the error.
l Mouse over to view a detailed description of the rule that detected the error.

Position Displays data contained in the position record, separated into two subtabs:
l The General tab displays basic information about the position, such as the ID,
org unit to which it belongs, and start and end dates.
l The Structure tab is divided into sections that lists positions on the same hier-
archal level and the managing position(s).

Employee Displays data contained in the position incumbents' employee record, separated into
two subtabs:
l The Personal tab provides the employee name and ID.
l The Contact tab contains contact information for the employee.

Notes Displays any notes associated with the current position. See Using Notes with Org
Chart Boxes, section 3.10 on page 24 for more details.

Details Panel from Position Org Chart and Listing


The Details panel accessed from the Position org chart and listing should be used for in-depth error anal-
ysis of position and employee errors, and organizes information into the following tabs:

Tab Description
Errors Overview Displays all direct errors of all severities contained in the position record and/or the
incumbent's employee record. The errors are organized into separate subtabs for
positions and employees. Note that if there are no errors for the position or
employee, the respective tab does not appear.
In each subtab, you can perform the following tasks for each error record:
l Click an error record to view the error Details panel, which displays additional
information about the error and allows you to change the error status.
l Click to open the Profile window, which displays additional information
about the error and the rule that detected the error.
l Mouse over to view a detailed description of the rule that detected the error.
An additional subtab named Time Lag Report displays the time difference (in
days) between the change date of a employee record, and the start date of that rec-
ord. See Time Lag, section 6.10 on page 60 for details on how the time lag is cal-
culated.

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6 Error Analysis and Maintenance

Tab Description
General Displays data contained in the position record, separated into two subtabs:
l The General tab displays basic information about the org unit to which the posi-
tion belongs, position information, and job information.
l The Structure tab is divided into sections that lists positions on the same hier-
archal level and the managing position(s).

Personal Displays basic data contained in the incumbent's employee record, such as the
name and ID.

Score The top portion of this tab displays the direct and indirect errors by group and sever-
ity, and provides the group score and total score for the position.
The bottom portion lists the rules that detected errors for each group, and the cor-
responding score index. If the same rule detected direct and indirect errors, then
separate rows appear for each error type.
The screenshot below identifies the values displayed in the Score column. For
more details on how the score is calculated, see Score Calculation, section 6.8 on
page 56.
This tab does not appear if there are no direct or indirect errors associated with the
position.

Notes Displays any notes associated with the current position. See Using Notes with
Org Chart Boxes, section 3.10 on page 24 for more details.

48 www.nakisa.com
To access the position Details panel:
1. Do one of the following to find the required position record:
l In the application menu bar, click Audit > Organization Structure Org Chart, then navigate to
the position.
l In the application menu bar, click Audit > Position Org Chart, then navigate to the position.
l In the application menu bar, click Audit > Position Listing, then search for the position.
2. Click the org chart box or listing record for the required position. The Details panel loads in the inter-
face.
3. Click the various tabs described in the preceding tables to view the required error information.
4. To view the position record in the org chart, click Actions, then select View in Position Hierarchy
(if viewing the Details panel accessed from the position org chart or listing) or View in Organization
Structure Org Chart (if viewing the Details panel accessed from the Organization Structure org
chart).
The org chart refreshes and its root is the position (in the Position hierarchy) or the org unit to which
the position belongs (in the Organization Structure org chart).
See also:
l Viewing Error Details, section 6.7.1 on page 53
l Modifying Error Status, section 6.7.2 on page 55

6.4 Viewing Employee Details


The Employee Details panel provides basic information about the employee record. Use this Details
panel to review general employee information, such as employee ID, employee name, ID and name of the
position the employee holds, and contact information. You can also add public and private notes to the cur-
rent employee.
Note: Due to customizations and user roles determined by the System Administrator, the Details panel
may not correspond exactly to the information presented here; certain features may not be enabled.
To view details about employee errors, use the org unit, position, or error Details panel instead, as the
employee Details panel does not include any error information.

To access the employee Details panel:


1. In the application menu bar, click Audit > Employee Listing.
2. Search for the required employee, then click the listing record. The employee Details panel loads in
the interface.

6.5 Viewing Company Code Details


The company code Details provides basic company code information and an overview of the data quality
score for the selected company code. Use this Details panel for a general analysis of the errors contained
in each company code. For an in-depth analysis of errors, use the org unit, position, or error Details pan-
els, as they provide more detailed error information.

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6 Error Analysis and Maintenance

Note: Due to customizations and user roles determined by the System Administrator, the Details panel
may not correspond exactly to the information presented here; certain features may not be enabled.
The Details panel contains the following two tabs:

Tab Description
Company Code Provides the company code name and ID.

Score The top portion of this tab displays the errors by group and severity, and provides
the group score and total score for the company code. This tab does not appear if
there are no errors associated with the company code.
The bottom portion lists the rules that detected errors for each group, and the cor-
responding score index. Note that there is no distinction between direct and indi-
rect errors for company codes.
The screenshot below identifies the values displayed in the Score column. For
more details on how the score is calculated, see Score Calculation, section 6.8 on
page 56.

Notes Displays any notes associated with the current company code. See Using Notes
with Org Chart Boxes, section 3.10 on page 24 for more details.

To access the company code Details panel:


1. Do one of the following to find the required company code record:
l In the application menu bar, click Audit > Company Code Org Chart, then navigate to the com-
pany code.
l In the application menu bar, click Audit > Company Code Listing, then search for the company
code.
2. Click the org chart box or listing record. The Details panel loads in the interface.
3. Click the Score tab for an overview of the errors by group and severity.

50 www.nakisa.com
4. To view the company code as the root node in the Company Code org chart, click Actions, then
select View in Company Code Org Chart.
See also:
l Viewing Org Unit Details, section 6.2 on page 44
l Viewing Position Details, section 6.3 on page 46
l Viewing Error Details, section 6.7.1 on page 53

6.6 Viewing Audit Run Details


Once an audit run is performed, use the audit run Details panel, which is accessed through the Audit Runs
listing, to review the number of errors detected, verify if errors have been corrected, and compare the
results with previous audit runs.
Note: Due to customizations and user roles determined by the System Administrator, the Details panel
may not correspond exactly to the information presented here; certain features may not be enabled.
The Details panel is organized into three main sections:
l Audit Run Details displays the errors that were detected, auto-closed, and auto-opened for the
selected audit run.
l Neighboring Audit Runs lists the current audit run, the audit run immediately before and after the cur-
rent one.
l Tabs at the bottom of the panel lists the rules used in the current audit run and provides statistics on
the error severity and status, as well as any user-provided notes.
Each section is described in greater detail below.

Audit Run Details


This section provides the audit run ID, audit run date, and lists the number of errors for the following three
error types:
l Errors Detected: The number of new and auto-opened errors detected in the current audit run. Any
errors that were detected in previous audit runs using the same rule will not appear in the current one.
For example, if 20 errors were detected in the first audit run (ID 0) using the Gender rule, they will not
appear as detected errors in the second audit run (ID 1) using the same rule. On the other hand, if 2
errors where set to "closed" in the Nakisa AdminConsole after audit run ID 0 but were not actually
fixed in the SAP server, then they will appear as 2 detected errors in audit run ID 1.
Note: The errors detected does not represent open errors, but rather the errors detected in the current
audit run. This value will remain the same, even if errors in the current audit run are closed using Nak-
isa OrgAudit. To review open errors, use the Open Errors listing instead.
l Auto-Closed Errors: The number of errors that were detected in a previous audit run and whose
status was not changed in the application but were corrected in the SAP system before the current
audit run. For example, if 20 errors were detected in audit run ID 1, and 10 of them were corrected in
the SAP system but not changed to the "closed" status in the application, then audit run ID 2 will flag
these 10 errors as "auto-closed". To review all closed and auto-closed errors, use the Recently Closed
or All Errors listings.
l Auto-opened errors: The number of errors in whose status was changed to "closed" in a previous
audit run, but were not corrected in the SAP system. For example, if 20 errors were detected in audit

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6 Error Analysis and Maintenance

run ID 0, and the status of 10 of them were changed to "closed" in the application but not corrected in
the SAP system, these 10 errors will appear as "auto-opened" in audit run ID 1. To review all opened
and re-opened errors, use the Open Errors listing.

Neighboring Audit Runs


This section lists the current audit run, the audit run immediately before (if applicable), and the audit run
immediately after the current one (if applicable). The ID, date, and number of detected, auto-closed, and
auto-opened errors are provided for each audit run.
The list is particularly useful to verify if errors closed in a previous audit run were corrected. Consider the
following example, where two audit runs were performed using the same Age incorrect rule:

In this example, two errors were closed in audit run 0, and the subsequent audit run detected five auto-
closed errors and one auto-opened error. This indicates that five errors were corrected directly in the SAP
system and one of the two closed errors was not corrected in the SAP system. At this point, you can use
the Open Errors or All Errors listing to verify the error that needs attention.

Tabs
The bottom portion of the Details panel contains three tabs that provide additional information about the
current audit run:

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l The Active Rules tab lists the rules used in the audit run. The following details are displayed for each
rule used in the audit run:
l Rule ID
l Rule description
l Group to which the rule applies (OM, CM, PA)
l Component to which the rule is associated. This is a user-defined value that is set in the Nakisa
AdminConsole.
l The number of new or auto-opened errors detected by the rule.
l The Statistics tab displays two charts that help in tracking the severity and status of errors in the cur-
rent audit run:
l The Detected Errors Distribution by Component and Severity column graph breaks down the
errors by severity, and groups them by component. Mouse over the bars to see the actual number
of errors.
l The Distribution of Open, In Progress, Closed, and Ignored Errors pie chart displays the
breakdown of errors by status. Mouse over the pie segments to see the actual number.
l The Notes tab allows the user to add public and private notes to the selected audit run, similar to the
org chart box notes.

To access the audit run Details panel:


1. In the application menu bar, click Audit > Audit Runs listing.
2. If required, perform a search to find the required audit run.
3. Click the audit run record to display its Details panel.
4. To view the details of a neighboring audit run, click the audit run records in the Neighboring Audit
Runs section.
See also:
l Viewing Listings, section 5.1 on page 37
l Viewing Error Details, section 6.7.1 below
l Modifying Error Status, section 6.7.2 on page 55

6.7 Viewing Error Details

6.7.1 Viewing Error Details


The error Details panel is the main area for viewing information on individual errors and taking the appro-
priate actions to correct them by changing their status. This panel can be accessed from the following
error listings:
l Errors by Audit Runs
l Open Errors
l Recently Closed Errors
l Recently Opened Errors
l Ignored Errors
l Last Audit Run Errors

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6 Error Analysis and Maintenance

l Errors with Recent Status Change


l Stale Errors
l All Errors
An understanding of what each listing displays is essential to find specific errors that need attention. See
Viewing Listings, section 5.1 on page 37 for detailed descriptions of each listing.
You can also access the error Details panel by clicking the record in the Direct Errors and All Errors tabs
in the org unit Details panel, as well as the or the Errors tab of the position Details panel.
Note: Due to customizations and user roles determined by the system administrator, the Details panel
may not correspond exactly to the information presented here; certain features may not be enabled.
Details about the selected error are organized into the following three sections:
l The Error Object section identifies the object type and object ID containing the error. The object IDs
for any higher-level objects are also provided. For example, an employee error will also display the
position ID and org unit ID to which the employee belongs, while a position record will only display the
position ID and org unit ID to which it belongs. This can be helpful if you wish to locate the error within
the organizational structure. The language key for the record is also provided in this section.
l The Error Details section displays the following error information:
l Error ID
l Date Detected
l Status
l Severity
l Audit Run ID
l Language
This section is also where the status of the error is changed.
l Tabs at the bottom of the panel display the following information:
l The Rule Information tab gives details on the rule that detected the error.
l The History tab tracks any status changes to the error, and identifies the user who made the
change. Mouse over the icon to view any comments added by the user when the change was
made.
l The Notes tab allows the user to add public and private notes to the selected error, similar to the
org chart box notes.
l The Error Correction tab directly links the user to the source of the error for easy correction. The
link is specified in the Nakisa AdminConsole.

To access the errors Details panel:


1. Do one of the following to find the required error:
l In the application menu bar, click Audit, select the required error listing, then search for the error.
Use this method if you need to focus on particular errors.
l In the application menu bar, click Audit > Organization Structure OrgChart, then navigate to
the org unit or position that contains the error. Use this method if you need to focus on a particular
org unit or position.
2. Click the error record in the listing, or in one the Errors tabs of the org unit or position Details panels.
The error Details panel loads in the interface.

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Tip: Once an error is identified, take appropriate action, such as updating the error status or notifying the
manager who is responsible for the org unit so the error can be corrected.
See also:
l Viewing Audit Run Details, section 6.6 on page 51
l Modifying Error Status, section 6.7.2 below

6.7.2 Modifying Error Status


Changing the error status helps in tracking the progress of the error correction. Any changes to the error
status are updated in the History tab of the error Details panel. The following error statuses are used in the
application:
l Open: Any errors detected by the application during an audit run, or any closed or auto-closed errors
manually set back to "open" in the application.
l In progress: Any errors that are currently being corrected. This status is set manually in the appli-
cation.
l Closed: Any errors whose status was changed to "closed" in the application. This status is set man-
ually in the application, and indicates that the error has been corrected in the SAP system.
l Auto-opened: Any errors whose status was changed to "closed" in a previous audit run, but were not
corrected in the SAP system before the current audit run. This status is automatically set by the appli-
cation.
l Auto-closed: Any errors whose status was not changed to "closed" in a previous audit run, but were
corrected in the SAP system before the current audit run. This status is automatically set by the appli-
cation.
l Ignore: Any errors that you do not wish not be automatically closed or auto-opened in subsequent
audit runs. Note that ignored errors are not displayed in the All Errors listing, but are included in the
Ignored Errors listing. This status is set manually in the application.
See Audit Overview for the recommended workflow for reviewing, updating, and correcting errors.
Note: The errors that are manually updated are displayed in the audit run where the error was last
detected. For example, 10 errors are opened in audit run 1, error number 2 is manually closed but then
auto-opened in audit run 2. If error numbers 4 and 5 are ignored, then the Distribution of Open, In Progress,
Close and Ignored Errors chart in the Audit Runs Details panel displays one ignored error in audit run 1
and one ignored error in audit run 2.
Note that when error statuses are modified manually, the following areas of the application are not
updated until the system administrator publishes the build again:
l Scores in any org chart views that contain scores
l Score tabs in any Details panels
l Score on Company Code dashboard
l Score on Organization Units dashboard

To update error status:


1. Access the Details panel for the required error.
2. In the Error Details section, click Actions and update the error status by selecting one of the fol-
lowing options:

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6 Error Analysis and Maintenance

l Flag as in progress: Select this option to indicate that a new error is in the process of being cor-
rected, and enter a progress description in the Comments field.
l Ignore: Select this option if you would like the application to ignore this error in future audit runs.
l Unignore: Select this option to remove the "Ignore" status for the error. Any error that is unig-
nored is set to "Open" status. Note that this option is only available for ignored errors.
l Add Comment: Select this option to update the comments for an error, and enter the description
in the Comments field. Note that you can add a comment to an error of any status type.
l Close: Select this option to close an error.
Note: An error must be set to "In progress" before it can be closed.
l Open: Select this option to re-open a closed error.
3. Click Confirm. The modification is updated in the History tab.
4. Click the History tab to review all the status changes and updates for the error. Mouse over the
icon to view the comments associated with each change.
See also:
l Viewing Error Details
l Viewing Audit Run Details
l Changing Org Chart Views, section 3.4 on page 17
l Viewing Org Unit Details, section 6.2 on page 44
l Viewing Position Details, section 6.3 on page 46
l Viewing Dashboard Reports, section 6.9 on page 58

6.8 Score Calculation


Nakisa OrgAudit assigns a score to individual rules and the data contained per group (OM, PA, CM), and
uses these scores to assign a total score to reflect the quality of the data in the database. These scores
fall between 0% (lowest data integrity) and 100% (highest data integrity). Calculating the score takes into
account the following criteria per rule:
l Number of errors
l Number of records to which that rule is applied
l Weight attributed to the rule relative to other rules in that group.
The total score is calculated in the following manner:
1. The percentage of correct records is calculated per rule.
2. Rule score is derived from the rule's correct records percentage and weight.
3. Rule scores are added together per group to determine the group score.
4. Group scores are adjusted by weight and added, resulting in the total score.
Note: At the time of display, the application rounds values to an integer according to the "Round Half to
Even" method, also known as "Bankers Rounding".
The procedures for each step are explained below.
Note: In order to change the default parameters used to calculate the scores, please contact your imple-
mentation partner.

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Calculating Correct Records
Nakisa OrgAudit calculates the percentage of correct records for a rule by dividing that rule's number of
correct records by its total number of records, multiplied by 100.

Rule Score
After the percentage of correct records for each rule is calculated, Nakisa OrgAudit then determines the
score for each rule. This rule score is equal to the previously calculated percentage adjusted by the weight
specified in Nakisa AdminConsole.
For example:
l Rule A: percentage of correct records = 80%, weight =30%; rule score A = (80 x 0.30) = 24
l Rule B: percentage of correct records = 30%, weight = 50%; rule score B = (30 x 0.50) = 15
l Rule C: percentage of correct records = 100%, weight = 20%; rule score C = (100 x 0.20) = 20

Group Score
After all the rule scores are calculated, Nakisa OrgAudit then determines the score for each group (OM,
PA, CM). The group score is the sum of all rule scores within that group.
To calculate the group score using the rule scores from the example above and assuming that they all
belong to the same group:
group score = rule score A + rule score B + rule score C = 24 + 15 + 20
This yields a group score of 59%.

Total Score
Once the group scores are calculated, Nakisa OrgAudit generates a total score for the entire collection of
data in the database. The total score calculation adds the group scores, adjusted for weight. The default
weights for each group used in the total score calculation is as follows:
l OM = 30%
l PA = 50%
l CM = 20%
For example:
l OM group score = 74%
l PA group score = 59%
l CM group score = 95%
The total score for these values is 71%, as described by the equation below:
total score = (74 x 0.30) + (59 x 0.50) + (95 x 0.20) = 22.2 + 29.5 + 19 = 22 (rounded down) + 30 (rounded
up) + 19
See also:
l Viewing Position Details, section 6.3 on page 46
l Viewing Company Code Details, section 6.5 on page 49
l Viewing Dashboard Reports, section 6.9 on next page for Score on Company Code (12 Months)
report.

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6 Error Analysis and Maintenance

6.9 Viewing Dashboard Reports


Dashboard reports graphically represent certain key data, and are found under Dashboard in the appli-
cation menu bar.
Note: To view charts and graphs in the Dashboard module, you must have Adobe Flash Player 10 or later
installed. Also note that the Dashboard module is not available in accessibility mode.

Dashboard
Selecting this report displays a combination of the Error Detection Trend and Error Detection Distribution
reports described below.

Error Detection Trend


Selecting this report displays the following two bar charts:
l Trend Report on Detected Errors and Closed / Auto-Closed Errors: compares all detected errors
against closed and auto-closed errors.
l Average Response Time for Closed / Auto-Closed Errors: displays the average time it took to close or
auto-close errors. Note that the response time for an auto-closed error is based on the date the audit
run closed the error and not the date that the error was fixed in the SAP source.
Both charts display statistics for the last 12 months. You can use the Search dialog box at the top of the
panel to narrow the results displayed.

Error Detection Distribution


Selecting this report displays the following pie charts, with information for the last 12 months:
l Error Distribution by Category (for org unit, position and employee)
l Error Distribution by Severity: the severity is assigned to a rule through the Nakisa AdminConsole

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l Error Distribution by Status
The different portions of each pie chart are described by their related legend. You can use the Search
dialog box at the top of the panel to refine the report's criteria.

Score on Company Code (12 Months)


By entering a company code in the Search dialog box, this report displays a bar graph of that company's
scores for each of the following:
l OM - org management
l PA - personnel administration
l CM - compensation management
l Overall company code score
The scores range from 0 to 100, and are shown over the previous 12 months. For more information about
scores and how they are calculated, see Score Calculation, section 6.8 on page 56.
Note: The complete list of company codes is available through the Company Code listing.

Score on Organization Units (12 Months)


By entering an Org Unit ID in the Search dialog box, this report displays a bar graph of that org unit's
scores for each of the following:
l OM - org management
l PA - personnel administration
l CM - compensation management
l Overall org unit score
The scores range from 0 to 100, and are shown over the previous 12 months. For more information about
scores and how they are calculated, see Score Calculation, section 6.8 on page 56.
Note: The complete list of org unit IDs is available through the Org Unit listing.

Average Response Time


Selecting this report displays the following two bar charts:
l Average Response Time for Errors By Component: component names are specified though the Nak-
isa AdminConsole
l Average Response Time for Errors By Severity (low, medium, high, or critical)
Both charts display average response time statistics (in days) over the last 12 months. Note that the
response time for an auto-closed error is based on the date the audit run closed the error and not the date
that the error was fixed in the SAP source.

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6 Error Analysis and Maintenance

To view dashboard reports:


1. In the application menu bar, click the Dashboard menu and select a report.
2. If applicable, you can use the Search dialog box at the top of the panel to narrow the results dis-
played.
3. Move the mouse pointer over a graph to see a value corresponding to the displayed parameter.

6.10 Time Lag


The Time Lag Report displays the time difference (in days) between the change date of a employee rec-
ord, and the start date of that record. For each employee record, the difference is calculated for the fol-
lowing infotypes, and then added together:
l 0000-Actions
l 0001-Organizational Assignment
l 0008-Basic Pay
The Time Lag Report shows data for the last 12 months. A positive number indicates that the change date
is later than the start date of the record, while a negative number indicates that the change date is before
the record's start date.

To access the Time Lag Report from the listings:


1. In the application menu bar, click Audit > Position Listing.
2. Search for or navigate to the required position or employee, and click on the record to open the Details
panel.
3. In the Errors Overview tab, click the Time Lag Report tab to see the report.

To access the Time Lag Report from the org chart:


1. In the application menu bar, click Audit > Position Org Chart.
2. Open the Details panel by expand the org chart to the position for the required employee and click on
the box.
3. In the Errors Overview tab, click the Time Lag Report tab to see the report.

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7 Print and Export
7
Learn how to print and export org charts and listings from the application to various image and document
formats.

7.1 Using Basic Print Wizard 62


7.2 Using Enhanced Mode Printing 63
7.2.1 Using Enhanced Print Wizard 63
7.2.2 Printing on Multiple Pages 65
7.2.3 Printing and Exporting Notes 66
7.3 Exporting Data 68
7 Print and Export

7.1 Using Basic Print Wizard


The Basic Print Wizard is used in the following cases:
l Printing and exporting when viewing org charts in basic mode.
l Printing listings.
Note: Certain print and export options can be enabled or disabled by the system administrator.
For information about printing enhanced-mode (Flash) org charts, see Using Enhanced Print Wizard, sec-
tion 7.2.1 on the facing page.
The default Web browser print settings may produce unexpected results when printing from the appli-
cation. For optimal printing results, change the following settings in your Web browser before you begin:
l Enable the print background colors and images option.
l Change the page setup and remove or disable automatic headers and footers.
l Set the page margins to 0.25 in. (6.35 mm) to ensure the maximum area of the printed page is used.

To use the Print and Export wizard:


Note that the following procedure outlines the steps for printing, but the procedures for exporting are sim-
ilar.
Tip: In the Print wizard, press Next to proceed to the following tab. Otherwise, click Finish at any time to
print.

1. Click Actions > Print.


2. In the Paper & Zooming step, specify the following:
a. Select the Paper Format from the drop-down list. The dimensions are set automatically.
Note: The paper format sets the page dimensions and proportions, but does not actually select
the paper format used by the printer.
b. Select the required Unit of measure: centimeters (cm) or inches (in).
c. In the case that "Custom" is selected in step 3a, select the Height and Width of the page in the
units specified above.
d. Select the page Orientation. Select Portrait when printing vertical org charts, or Landscape for
horizontal org charts.
e. Enter a Margin number. The recommended margin is one inch (2.54 centimeters).
f. Select the Fit to Page checkbox to fit the contents to the page or retain the native size.
Note: If the contents of your page are too wide and Fit to Page is not selected, the information
will be cut off in the preview and in the output. In the case the data to be printed is longer than a
single page, the information will be printed on multiple pages, despite the Print Preview showing
it as one item without any page break. This is due to browser limitations.
3. In the Header & Footer step, specify the following information:
a. Select the Add Header checkbox to create a header section for the page.
b. Enter a Header Height to specify the height of the header section, in the units specified in the
Paper & Zooming step.

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c. Enter the desired Header Text and use the font, size, style, alignment, and color controls to edit
the text.
d. Select the Display Logo checkbox to include an image in the header. The logo image is spec-
ified in the Nakisa AdminConsole.
e. Specify the image's position in the header through the drop-down list that appears when Display
Logo is selected.
f. Select the Display Date checkbox to include today's date in the header.
g. Specify the date's position in the header through the drop-down list that appears when Display
Date is selected.
h. Select the Add Footer checkbox to create a footer section for the page. Its controls are the
same as those for the header.
4. In the Notes & Signature step, you can create note and signature fields using the following tools:
a. Enter the required text in the Note and/or the Signature field.
Tip: A note is a blank text box for entering text, and a signature contains pre-defined text that you
can modify.
b. In the Target Page drop-down list, select the page on which the note or signature should appear.
c. Select the Text Color and Background Color for the note or signature.
d. Select the Display Border checkbox if you want the note or signature to have a black border
around it.
e. Click Add Note or Add Signature.
Tip: Drag the note or signature to reposition it on the page, or click the X at the box's top-left to
remove it.
5. Click Print. If printing from the Profile window, you'll have the additional option to print either to
PDF or to the printer.
6. In the Print dialog box, set the paper format and orientation to match the settings specified above.
7. Click OK.
See also:
l Exporting Data, section 7.3 on page 68

7.2 Using Enhanced Mode Printing

7.2.1 Using Enhanced Print Wizard


In addition to the basic-mode print wizard, the enhanced-mode print wizard enables you to specify the fol-
lowing printing options:
l Set the paper size and dimensions, margin, and page orientation.
l Add headers and footers to the pages.
l Insert different types of notes, including signature, date, images, or watermarks.
l Specify tiling to enable printing on multiple pages.
l Create and reuse custom page style and layout templates.

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7 Print and Export

The bottom frame displays a preview of the org chart or listing that is dynamically updated as you change
each setting in the wizard, and includes a Zoom panel to change the size and position of the org chart in
the preview.
Note: The Zoom panel only affects the print preview, and does not change the size or position of the
printed org chart.
The following procedure outlines the steps for basic printing on one page.
Note: Depending on the administrator's configuration, some of the following features may not be avail-
able.

To use the wizard:


1. In the org chart panel, click Actions > Print.
2. At any time, you can resize and reposition the org chart on the page:
a. Mouse over the org chart in the print preview area to display the icon in the bottom-right
corner.
b. Click and drag the icon to set the required size.
c. To reposition the org chart on the page, mouse over the org chart to display the frame in which it
belongs, then click and drag the frame to the required position.
3. To print the org chart using the default template, in the print wizard, click Print.
4. To use a previously saved template, from the Templates drop-down list, select one of the available
templates or click Open Template to browse to the location where the template is saved.
Note: Only print templates or export to PDF templates can be used.
5. To modify the output, in the Paper tab, specify the paper size, orientation, and margins.
6. In the Header/Footer tab, specify the header and footer properties and content:
a. Select the Header check box.
b. Enter the header text.
c. Set the header size. This setting changes the size of the text box for the header.
d. Select the Logo check box to include an image in the header. You can provide an image through
the Browse button, and place it within the header through the Position drop-down list.
Note: The image resolution must be within the range of 72-300 DPI.
e. Select the Date check box to include today's date, and place it within the header through the
Position drop-down list.
f. Repeat the process to add a Footer.
7. In the Note tab, specify additional page elements to include in the output. See Printing and Exporting
Notes, section 7.2.3 on page 66.
8. In the Tiling tab, specify the conditions for printing on multiple pages. See Printing on Multiple
Pages, section 7.2.2 on the facing page.
9. Verify that the information in the print preview is complete and make any adjustments.
10. Optionally, from the Templates drop-down list, select Save Template, enter the template title and
select Include title in template name to ensure this title is part of the template name when you
save it.
11. Click Print.

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12. In the Print dialog box, click Preferences and adjust the paper size and orientation to match the
paper settings specified in step 4.
13. If the margins are too small for the printer, the application displays a dialog with the minimum printer
margins. Click Yes to have the application automatically update the margins for you, or click No to
adjust the margins yourself.
14. Click OK > Print.
See also:
l Exporting Data, section 7.3 on page 68

7.2.2 Printing on Multiple Pages


Org charts are printed on one page by default. Print multiple pages if:
l Information is too small to read when a large org chart is resized to fit on one page
l A large printout is required for presentation purposes
The Tiling tab has a slider to change the number of printed pages, and the application automatically cal-
culates the scaling ratio for optimal paper usage. A page overview represents how the org chart is printed
on multiple pages, and page numbers on the printout help assemble the pages correctly.

To print on multiple pages:


1. Follow the steps outlined in Using the Enhanced Print Wizard to set the paper and page settings, and
add any required headers or footers.
2. Add notes to place additional information in the printout.
3. Click the Tiling tab.
4. Select Print page separators and numbers to include numbered guidelines in the top-left corner of
each tile and indicate where the page is cut for assembly.
5. Do one of the following to set the number of printed pages:
l Move the slider up to increase the number of pages.
l Click the arrows to adjust the number of Horizontal and Vertical pages.
l Enter the page number value.
The page overview displays how the org chart area is divided on the pages, and dotted lines in the
print preview display where the page breaks are in the actual org chart.
6. After you specified the required number of pages, click Print.
Note: Change the printer settings to match the paper size set in the print wizard.
Page numbers are printed in decimal format, where the first number identifies the row, and the second
number identifies the column. For example, if an org chart is printed two pages horizontally and three
pages vertically, the page numbers are as follows:

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7 Print and Export

7.2.3 Printing and Exporting Notes


Add notes to the printed document to highlight specific areas of the org chart or to provide additional infor-
mation.
There are two kinds of notes available for printing and exporting: 
l Notes that are added through the Print and Export wizard.
l Notes that are added to org chart boxes (not available in basic-mode printing and exporting).
The following note types are added in the Print and Export wizard:

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Note Description
Text Contains user-defined content.

Image Displays a selected image. The following image formats are supported:
l JPG, JPEG
l PNG
l GIF
l BMP
Up to five images can be added. Each image must have a resolution of between 72-300
DPI and must not exceed 1 MB.
The dimensions of the image cannot be changed in the print wizard. Ensure that the
image has the required dimensions before adding it to the printed document.

Date Displays the current date by default (can be modified) in a user-defined format.

Signature Contains pre-defined text that can be modified if required.

Watermark Displays user-defined content diagonally across the page in light gray.

To add a printed or exported note:


1. In the print wizard, click the Notes tab.
2. Expand the Add Note list, then select the required note type.
3. Enter the note Title. The title is updated in the note list.
4. If you are adding a Date note, select the Date Format from the drop-down list.
5. If you are adding a Text, Signature, or Watermark note, enter the required content in the title and text
areas.
l For Text, Date, and Signature, use the formatting toolbar to change the text font, size, style,
color, and justification.
l For Watermark, select Use a custom font size to adjust the size of the text.
6. If you are adding an image note, click Browse and locate the required image.
7. Modify the note appearance:
a. Use the arrow buttons to change the Opacity level. This setting only affects the background
color, and does not change the appearance of the actual note content.
b. Use the arrow buttons to change the border Thickness.
c. Click , then select the required Background Color and Border Color.
8. border thickness and color, and background color.
9. Drag the note to the required location in the print preview pane.

To remove a print/export note:


1. Select the note in the note list.
2. Click Remove > OK.
3. Alternatively, move the pointer over the note in the print preview, then click x > Yes.

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7 Print and Export

To display or hide org chart box notes:


1. Select the note in the note list.
Note: The icon identifies public notes and the icon identifies private notes.
2. Toggle Hide note/Show Note to remove or display the currently selected note.
3. To remove all public notes, clear the Display Public Notes checkbox; select the checkbox to show
all public notes.
4. To remove all private notes, clear the Display Private Notes checkbox; select the checkbox to
show all private notes.

To move/resize org chart box notes:


l Click and drag an org chart box note in the preview pane to move its location.
l Click and drag the bottom-right corner of an org chart box note to change its size.

To minimize org chart box notes:


If an org chart box note is moved from its default location or resized, the related Minimize Notes box is
cleared..
l Select the Minimize Public Notes checkbox to restore all public notes to their default location and
size.
l Select the Minimize Private Notes checkbox to restore all private notes to their default location and
size.

7.3 Exporting Data


Data displayed in org charts and listings can be exported in a variety of formats, including JPEG image,
PDF, and Microsoft PowerPoint.
Note: Some export formats described in this section may not be available. Contact your system admin-
istrator for details.

Exporting Org Charts in Enhanced Mode


Note: The export to image and export to PDF features do not work with views containing analytics. Also,
depending on the administrator's configuration, some of the following features may not be available in
Enhanced mode.

To export an org chart to an image:


1. In the org chart panel top bar, click Actions > Export to Image.
2. In the export wizard, click the Header/Footer tab, specify whether to include a header or a footer in
the exported image. Set the header or footer size, enter the header or footer text, and choose whether
to include an image and the current date.
3. Optionally, use the default template or a previously saved template. From the Templates drop-down
list, select one of the available templates or click Open Template and browse to the location where
the template is saved.
Note: Print templates and export to image or PDF templates can be used.

68 www.nakisa.com
4. Click the Notes tab and add information in the printout. See Printing and Exporting Notes, section
7.2.3 on page 66.
5. Validate the image displayed in the preview pane.
6. Optionally, from the Templates drop-down list, select Save Template, enter the template title and
select Include title in template name to ensure this title is part of the template name when you
save it.
7. Click Export to Image to assign a file name and location to the exported file.

To export an org chart to a PDF file:


1. In the org chart panel top bar, click Actions > Export to PDF.
2. In the export wizard, adjust the PDF properties. For option details, see the enhanced print wizard
description.
3. Optionally, use the default template or a previously saved template. From the Templates drop-down
list, select one of the available templates or click Open Template and browse to the location where
the template is saved.
Note: Print templates and export to PDF templates can be used.
4. Validate the PDF image in the preview pane.
5. Optionally, from the Templates drop-down list, select Save Template, enter the template title and
select Include title in template name to ensure this title is part of the template name when you
save it.
6. Click Export to PDF and assign file name and location to the exported file.

To export an org chart to a Microsoft PowerPoint image:


1. In the org chart panel top bar, click Actions > Export to PowerPoint.
2. In the pop-up window that appears, click Continue. The org chart is displayed in the print preview win-
dow.
Note: In basic-mode, clicking Continue will generate the PowerPoint file without any of the extra cus-
tomization described below.
3. Adjust the size, add a header and footer, and add notes as required. See Using Enhanced Print Wiz-
ard, section 7.2.1 on page 63 and Printing and Exporting Notes, section 7.2.3 on page 66.
4. Optionally, use the default template or a previously saved template. From the Templates drop-down
list, select one of the available templates or click Open Template and browse to the location where
the template is saved.
Note: Print templates and export to PowerPoint or PDF templates can be used.
5. Validate the image in the preview pane.
6. Optionally, from the Templates drop-down list, select Save Template, enter the template title and
select Include title in template name to ensure this title is part of the template name when you
save it.
7. Click Export to PowerPoint to assign file name and location to the exported file.
8. Specify the file name and location, then click Save.
9. Close the Export to PowerPoint dialog box.

Nakisa Inc. 69
7 Print and Export

Exporting Listings
To export to a comma-separated value (CSV) or Microsoft Excel file:
1. Click Actions > Export to CSV or Export to Excel.
2. Select All Fields to export information for all of the available listing columns, or select Display
Fields to only export information for the columns that are currently displayed in the listing. Click Con-
tinue.
3. In the message box, click Open to view the Excel file, or click Save to save it as a comma-separated
value or an Excel worksheet file.

70 www.nakisa.com
8 Troubleshooting
8
Find solutions to most common issues in .

8.1 User login screen does not load 72


8.2 User interface does not display correctly 72
8.3 Cannot load the Print and Export wizard 73
8.4 Error Message: Internal Error 74
8 Troubleshooting

8.1 User login screen does not load


Problem
The login screen does not load.
The user cannot log in.

Explanation
JavaScript is disabled in the Web browser.

Solution
Enable JavaScript in the browser Internet options.

Procedure
Microsoft Internet Explorer
1. Click Tools on the menu bar, then select Internet Options. The Internet Options dialog box appears.
2. Click the Security tab, then click Intranet.
3. Click Custom Level to open the Security Settings - Local Intranet Zone dialog box.
4. Click Enable for Active Scripting in the Scripting section.
5. Click OK to close the dialog boxes.
6. Press F5 to refresh the browser.
Mozilla Firefox
1. Click Tools on the menu bar, then select Options.
2. Click Content and select the Enable JavaScript check box.
3. Click OK to close the dialog box.
4. Restart Firefox.

8.2 User interface does not display correctly


Problem
The application interface does not display correctly.

Explanation
Screen resolution is too low.
JavaScript is disabled in the Web browser.

Solution
Set your computer screen resolution to 1024 by 768 or higher in the Windows Display Properties.
Enable JavaScript in the browser Internet Options.

72 www.nakisa.com
Procedure
1. Right-click the Windows Desktop and select Properties. The Display Properties dialog box appears.
2. Click the Settings tab.
3. Drag the Screen resolution bar and increase the value to 1024 by 768 or higher.
4. Click Apply. The screen adjusts to the selected resolution.
5. Click Yes to save the new settings.
6. Click OK.
Microsoft Internet Explorer
1. Click Tools on the menu bar, then select Internet Options. The Internet Options dialog box appears.
2. Click the Security tab, then click Intranet.
3. Click Custom Level to open the Security Settings - Local Intranet Zone dialog box.
4. Click Enable for Active Scripting in the Scripting section.
5. Click OK to close the dialog boxes.
6. Press F5 to refresh the browser.
Mozilla Firefox
1. Click Tools on the menu bar, then select Options.
2. Click Content and select the Enable JavaScript check box.
3. Click OK to close the dialog box.
4. Restart Firefox.

8.3 Cannot load the Print and Export wizard


Problem
The Print and Export wizard does not load after selecting Print from the Actions menu.

Explanation
Pop-up windows are disabled in the Web browser.

Solution
Enable pop-up windows in the browser Internet options.

Procedure
Microsoft Internet Explorer
1. Click Tools on the menu bar, then select Internet Options. The Internet Options dialog box appears.
2. Click the Privacy tab.
3. Clear the Turn on Pop-up Blocker check box in the Pop-up Blocker section.
4. Click Apply and OK.
Mozilla Firefox

Nakisa Inc. 73
8 Troubleshooting

1. Click Tools on the menu bar, then select Options.


2. Click Content, then clear the Block pop-up windows check box.
3. Click OK.

8.4 Error Message: Internal Error


Problem
An "Internal Error" is received when using the application.

Explanation
An unexpected error occurs that prevents an application task from completing successfully if the Web
browser or server cannot handle the request.
Errors indicate that administrative action is needed if the “Internal Error” persists.

Solution
Contact your system administrator.

74 www.nakisa.com
9 Glossary
The following table lists terms and definitions in the application:

Term Definition
Box menu A menu accessed from an org chart box that provides org chart navigation and view-
ing options.

ChartBook A feature used to view individual branches of the organization structure.

Condensed An org chart box view that is smaller than the regular style. See regular style.
style

Details panel The panel that displays additional information on a selected department or position
record.

Display pane The main viewing area of the application where task or feature information is shown.

Display panel The individual sections that display feature, task, detailed information, or help for
the current module.

Dotted rela- The situation where an employee holds more than one position and/or reports to
tionship more than one manager.

Flag org chart A feature accessed in the org chart box menu that adds the specified record to the
box Selected Items panel. See Selected Items panel.

Hierarchy The structural relationship of departments and positions.

Hierarchy root The top level of a hierarchy that does not have a parent node.

Incumbent The employee who occupies a specific position.

KPI Key Performance Indicator. KPIs are used to measure a specific aspect of the data.

Listing A dynamic table that displays department or position information.

Localization The process of adapting software applications to various languages and regions.

Node An individual element in a hierarchy that is branched to parent and/or child nodes
based on structural relationships.

Org chart A diagram consisting of one or more hierarchies that shows the organization struc-
ture, the relationships and relative ranks of its parts, and positions.

Org chart box An individual element of an organizational chart that displays record information in a
box.

Org chart root The top level of an org chart. The org chart root does not have a parent org chart
box.

Org chart style A way of displaying org charts. A vertical style, for example, displays all org chart
boxes vertically.

Nakisa Inc. 75
9 Glossary

Term Definition
Org chart view The layout of information displayed in an org chart box.

Profile window A pop-up window that displays all information in the Details panel.

Regular style The normal org chart box layout. The regular style is larger than the condensed
style, allowing more information to be displayed in the org chart box. See con-
densed style.

Role A defined employee function used to limit access to sensitive data.

Saved listing A user-saved listing. A search or filter operation is performed to activate this fea-
ture. The listing is saved based on the search or filter criteria and can be accessed
at any time by the user.

Saved org chart A user-saved org chart. The org chart is saved as it is displayed on the screen and
can be accessed at any time by the user.

Selected Items The panel that displays flagged org chart boxes or selected listing records.
panel

Settings panel The panel where users define their display preferences for org charts and listings.

Shared position A position that has more than one assigned employee.

Silo A function that displays an org chart from the selected record and all the direct and
indirect managers above that record.

76 www.nakisa.com
10 Index

level-order 28
A logo, displaying in 32
output preferences, saving 29
accessibility mode
page printing order 28
selecting 5
pre-order 28
switching to 10
printing 30
using 10
sorting options 28
application
subordinate tables, configuring display 28
accessing 5
subordinate tables, generating 34
display views, modifying 8
tab page reference 30
menu bar 6-7
table of contents, setting up 33
work area, customizing 8
templates, using 29
application preferences, setting 10
company code org charts, about 14
application themes, defining 10
compressed, org chart style 20
audit run
condensed, org chart style 20
defined 2
cover page, defining for ChartBook 32
average response time, OrgAudit listing 59
critical errors, defined 14

B CSV files
exporting listings to 70
basic
print wizard 62 D
browsers, printing settings 62
Dashboard

C listings 58
dates
ChartBook ChartBook, specifying in 31
about 28 format, defining default 10
background color and image 32 department listings, viewing 37
cover page, defining 32 Details panel, using 9
generating 30 direct errors, defined 13
indexes, generating 33 display
legend tables, generating 33 panes, resizing 8

Nakisa Inc. 77
10 Index

dotted line relationships


viewing 24 I
images
E
exporting org charts to 68
employee listings, viewing 37 using in printing 66
enhanced mode org charts 13 indexes, generating in ChartBook 33
enhanced, print wizard 63 indirect errors, defined 13
error detection distribution, listing in OrgAudit 59 interface. See user interface 5
error detection trend, listing in OrgAudit 58
errors L
severity 18
language settings, defining 10
status, modifying 55
layouts, defining 8, 10
types 13
legend tables, generating in ChartBook 33
exporting, org chart data 68
level-order, as ChartBook printing order 28
listings
F
average response time 59
flagging display, customizing 41
org chart boxes 16, 22 error detection distribution 59
Flash-mode org charts 13 error detection trend 58
footers & headers, setting in ChartBook 32 exporting to MS Excel/CSV files 70
OrgAudit dashboard 58
G printing 62
search queries, saving 40
Global Setings toolbar, location in UI 6
searching 39
settings 41
H
sorting records 41
headers & footers viewing 37
subordinate tables, defining in 34 logging in 5
headers & footers, setting in ChartBook 32 logos, displaying in ChartBook 32
hierarchies
horizontal, displaying 20 M
saving 25
menus
horizontal, org chart style 20
Actions 6
HTML-mode, org charts 10, 13
MS Excel, exporting listings to 70

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10 Index

MS PowerPoint, exporting org charts to 68 Organization Structure org charts


viewing 17
N OrgAudit
audit run, defined 2
Nakisa ChartBook. See ChartBook 28
company code org chart 14
notes, adding to printed org charts 66
Dashboard 58
org charts 5
O
using 5
one-pane layout, specifying 8, 10 OrgCharts
org chart boxes Organization Structure 17
flagging 16, 22
menu, using 16 P
seeting as roots 17
page properties, defining in ChartBook 31
views, changing 16-17
panels. See tab panels 8
org chart styles, about 20
paper size, defining in ChartBook 31
org charts
PDFs
appearance 26
ChartBook, generating 30
basic mode 13
exporting org charts to 68
box menu, using 16
security settings, applying 35
branches, printing 27
permissions, in ChartBook PDFs 35
ChartBook, generating 27
position listings, viewing 37
data, exporting 68
position to position, relationship 23
default view 26
PowerPoint, exporting to 68
display layout options 8
pre-order, as ChartBook printing option 28
enhanced mode 13
preferences
modes, defining 10
application, setting 10
panel, setting up 26
dialog box 10
printing 65
print wizards
roots, setting 17
basic 62
saving 25
enhanced 63
styles, types available 20
printing
viewing 13
ChartBook 30
views, changing 17
order of org chart branches, in ChartBook 31
zooming 21
org charts, on multiple pages 65
org unit to org unit, relationship 23

Nakisa Inc. 79
10 Index

R T
records, viewing details 9 tab panels
regional settings, defining 10 Details, using 9
relationships moving between panes 8
dotted line, viewing in org chart 24 Selected Items, using 8
subordinate, displaying in output 34 table of contents
supported for viewing 23 ChartBook, setting up 33
reporting relationships, viewing 23 technical support, obtaining 3
resizing bar, location 6 templates
roots, org chart 17 ChartBook, using 29
themes, application display 10
S TOC. See table of contents 33
two-pane layout, specifying 8, 10
saved hierarchies 25
scroll widget, location 7
U
search queries, saving 40
searching user interface
listing records 39 accessibility mode, using 10
security settings, in ChartBook PDFs 35 customizing 8
Selected Items panel overview 5
location 7 text-only, switching to 10
settings
application, defining 10 V
signatures, using as notes on printed org charts 66
vertical, org chart style 20
silos, using for viewing hierarchies 23
standard mode org charts
W
See also Flash mode 10
standard views, in position hierarchies 17 watermarks, using in printed output 66
subordinate tables work area, customizing 8
generating in ChartBook 34
using in ChartBook 28 Z
subordinates, displaying in ChartBook 28
zoom panel
location 7
using 21

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10 Index

zooming, org charts 21

Nakisa Inc. 81
Headquarters Europe Asia Pacific
Nakisa Inc. Nakisa GmbH Nakisa
733 Cathcart Altrottstraße 31 24-12
Montreal, Quebec H3B 1M6 69190 Walldorf 10 Anson Road, International Plaza
Canada Germany Singapore 079903

Phone: +1 (514) 228-2000 Phone: +49 (0) 6227-734070 Phone: +65 6822-5991
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For more information, please visit us at www.nakisa.com