Org Chart Management

The Org Chart Management page allows administrators to create, view, edit, and manage organizational charts for different companies. This system supports hierarchical structures with parent-child relationships, enabling you to build complete organizational trees showing reporting relationships and company structures.

Quick Start

  1. Select a company from the dropdown to view its org chart
  2. Click "Add" to create new positions
  3. Use "Tree View" to see the visual organizational hierarchy
  4. Edit positions by clicking "Edit" next to any person
  5. Use "View Chart" for a full organizational chart display

Toolbar Functions

Button Function Description
Add Create New Position Opens the record editor to add a new person to the organizational chart
Back Navigate Back Returns to the previous page in your browser history
Close Close Page Closes the current window or returns to Control Panel
ð??? Refresh Reloads the page to show the most current data
Company Dropdown Filter by Company Shows org chart positions for the selected company only
Search Text Search Searches names, titles, categories, and responsibilities
Show All Clear Filters Removes search filters and shows all records
UnDelete View Deleted Shows soft-deleted records that can be restored
Tree View Toggle Hierarchy Shows visual organizational tree (when company is selected)
View Chart Full Chart View Opens dedicated org chart viewer page
Delete Selected Bulk Delete Soft-deletes all checked records

Data Table Columns

Column Description Details
â?쳌 Selection Checkbox Check individual records for bulk operations
Last Name Person's Last Name Includes suffix if present (Jr., Sr., etc.)
First Name Person's First Name Includes salutation if present (Dr., Mr., etc.)
Title Job Title Official position title within the organization
Category Department/Category Organizational grouping (Executive, Sales, IT, etc.)
Company Organization Name The company/sponsor this person belongs to
Reports To Manager/Supervisor Shows parent in the organizational hierarchy
Actions Record Operations View, Edit, and Delete buttons for each record
Status Active Status Green check (active), red X (deleted), gray dash (inactive)
ID Unique Identifier System-generated record ID number

Tree View Feature

When you have selected a specific company, the Tree View button becomes available. This feature provides a visual representation of the organizational hierarchy:

Tree View Benefits

  • Visual Hierarchy: See reporting relationships at a glance
  • Multi-Level Support: Displays up to 4 levels of organizational depth
  • Photo Integration: Shows employee photos when available
  • Interactive Nodes: Click any person to edit their record
  • Category Badges: Color-coded department/category labels

Tree View Navigation

  1. Select a company from the dropdown filter
  2. Click the "Tree View" button to toggle the visual display
  3. The tree shows root-level positions at the top
  4. Direct reports appear below their managers
  5. Click "Table View" to return to the standard data table

Search and Filtering

Company Filtering

Use the company dropdown to filter org chart records by organization. This is essential for:

  • Viewing org charts for specific companies
  • Enabling Tree View functionality
  • Focusing on relevant organizational structures
  • Maintaining data organization across multiple clients

Text Search

The search function looks across multiple fields:

  • Names: Person name, first name, last name
  • Position: Job title and category
  • Responsibilities: Job description text
  • Partial Matching: Finds records containing your search terms

Search Tips

  • Search terms are case-insensitive
  • Use partial words to find matches (e.g., "man" finds "Manager")
  • Combine company filtering with text search for precise results
  • Press Enter in the search box to execute the search

Record Management

Creating New Positions

  1. Click the "Add" button in the toolbar
  2. Fill in the person's information (name, title, etc.)
  3. Select the appropriate company/sponsor
  4. Choose a parent position if this person reports to someone
  5. Set the category and sort order
  6. Add responsibilities and photo URL if desired
  7. Save the record

Editing Existing Positions

  1. Find the person in the data table
  2. Click the "Edit" action button
  3. Modify any field as needed
  4. Update reporting relationships by changing the parent
  5. Save your changes

Managing Hierarchical Relationships

The org chart system supports parent-child relationships:

  • Parent ID: Links each position to their supervisor
  • Self-Referencing: Parent ID points to another record in the same table
  • Multiple Levels: Supports complex organizational structures
  • Orphan Handling: Records without parents become root-level positions

Deletion Workflows

Soft Delete (Recommended)

The system uses soft deletion (Active = 2) to preserve data integrity:

  1. Select records using checkboxes or click individual "Delete" buttons
  2. Click "Delete Selected" for bulk operations
  3. Confirm the deletion in the popup dialog
  4. Records are marked as deleted but remain in the database
  5. Deleted records are hidden from normal views

Undelete Process

Restore accidentally deleted records:

  1. Click the "UnDelete" button to view deleted records
  2. Select the records you want to restore
  3. Click "Un-Delete Selected"
  4. Confirm the restoration
  5. Records return to active status

Hard Delete (Permanent)

Permanently remove records from the database:

  1. Navigate to the deleted records view
  2. Select records for permanent deletion
  3. Click "Permanently Delete"
  4. Confirm the irreversible action
  5. System clears parent references to prevent FK violations
  6. Records are completely removed from the database

â? ï¸쳌 Deletion Warning

Hard deletion is permanent and cannot be undone. The system automatically handles parent-child relationships, but you should verify organizational structure after deletions to ensure the hierarchy remains intact.

Permissions and Security

Access Requirements

To use the Org Chart Management system:

  • Authentication: Must be logged in with valid Client.ID
  • Workgroup Access: Permission level determined by sponsor record
  • Company Filtering: Some operations may be restricted to specific organizations
  • Administrative Rights: Full CRUD operations require admin permissions

Data Security

The system implements several security measures:

  • SQL Injection Protection: All queries use cfqueryparam
  • Session Management: Client authentication and workgroup tracking
  • Soft Delete Default: Prevents accidental data loss
  • Foreign Key Integrity: Maintains database relationships

Data Table Features

Pagination and Display

  • Page Size Options: 25, 50, 100, or All records
  • State Persistence: Remembers your preferences
  • Responsive Design: Adapts to different screen sizes
  • Sorting: Click column headers to sort data

Bulk Operations

Perform actions on multiple records simultaneously:

  1. Use the header checkbox to select all visible records
  2. Or individually check specific records
  3. Selections persist across paginated pages
  4. Use bulk action buttons for mass operations
  5. Confirm actions in popup dialogs

Table Controls

  • Search Box: Real-time filtering of visible data
  • Length Menu: Change how many records display per page
  • Info Display: Shows current page and total record counts
  • Navigation: First, previous, next, last page controls

Integration Features

The org chart system integrates with the Sponsors table:

  • Foreign Key Relationship: Each position belongs to a company
  • Company Filtering: View org charts by organization
  • Multi-Tenant Support: Separate charts for different clients
  • Sponsor Name Display: Shows company names in the data table

Photo Integration

Support for employee photos:

  • Photo URL Field: Store links to employee photos
  • Tree View Display: Photos appear in the visual hierarchy
  • Circular Cropping: Automatic styling for professional appearance
  • Fallback Handling: Graceful display when photos are unavailable

Troubleshooting

Common Issues

Issue Cause Solution
Tree View not showing No company selected Select a specific company from the dropdown
Hierarchy appears broken Invalid parent relationships Check and fix ParentID values in affected records
Photos not displaying Invalid or broken URLs Verify PhotoURL field contains valid image links
Search returns no results Filters too restrictive Clear search and company filters, try broader terms
Bulk actions not working No records selected Check at least one record before using bulk buttons

Maintaining Data Integrity

  • Regular Backups: Ensure database backups before major changes
  • Hierarchy Validation: Periodically check for circular references
  • Photo URL Maintenance: Verify image links remain valid
  • Cleanup Deleted Records: Regularly review and hard-delete old records

Summary

The Org Chart Management system provides comprehensive tools for building and maintaining organizational hierarchies. Use company filtering to focus on specific organizations, leverage the Tree View for visual hierarchy management, and take advantage of the robust search and bulk operation features. The soft-delete system protects against accidental data loss while maintaining referential integrity. Regular maintenance of parent-child relationships and photo URLs will ensure optimal system performance and user experience.