Creating organization chart

An organization chart is a diagram that visualizes the formal structure of an organization as well as the relationships and relative ranks of its positions. It is usually drawn and read from the top to the bottom. The default unit will pop out when a new organization chart is created.

In Agilian, organization chart is not only a diagram, but also a reference used for other parts of your model. For example, you may use an organization chart to depict the company hierarchy involved in a business process model. Its prime function is to help a business analyst to visualize efficiently the company structure as well as the division of works when performing business analysis.
The organization chart sample is shown below:

Organization chart sample
Organization chart sample

Creating an organization chart

To create a conversation diagram right click on Organization Chart in Diagram Navigator and select New Organization Chart from the popup menu.

Create a new organization chart
Create a new organization chart

Creating a subordinate

Subordinate, which is subject to the superior, is belonging to a lower rank. To create a subordinate under a superior unit:

  1. Move mouse pointer on a unit and press its resource icon New Subordinate.
    Create subordinate
    Create subordinate
  2. Name the newly created subordinate unit and press Enter to confirm editing.

Creating a coworker

The coworker is a fellow worker of the same rank to the branch next to it. To create a coworker next to an existing unit:

  1. Move the mouse pointer a unit and click its resource icon New Coworker, either on its left or right hand side.
    Create coworker
    Create coworker
  2. Name the newly created coworker unit and press Enter to confirm editing.
    NOTE: Clicking left resource icon will create coworker on the left of the unit, while clicking right resource icon will create coworker on its right.

Relocating a branch

A unit can be relocated even when it has been placed under the subordination of another unit. 

  1. Press on a branch you want to relocate and drag it to the preferred branch.
    Moving a unit
    Moving a unit
  2. Release the mouse to confirm the position.
    Completed relocating a branch
    Completed relocating a branch
    NOTE: If you are not satisfied the relocation, press Esc to cancel the
 
Chapter 6. Organization Chart Table of Contents Chapter 7. RACI Chart
 

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