FAQ



How do I register my software?

In order to register your OrgPlus software please follow the instructions below:

If you purchased OrgPlus directly from HumanConcepts To unlock OrgPlus:

  • Double-click the OrgPlus icon on your desktop to display the Unlock/Register OrgPlus dialog box.
  • Enter your Unlock Code in the Unlock/Product Code field.
  • Enter your email address in the Email field.
  • Click Next. If you entered the code correctly, you will be informed that you have successfully unlocked OrgPlus.
  • Click Close to begin using OrgPlus.

The section above describes how to unlock OrgPlus using the Unlock Code that is included on the invoice sent to the email address you provided when you ordered OrgPlus.

Note: If you do not enter the same email address entered at the time of purchase, you are prompted to enter registration information. You are also prompted to enter a password for your HumanConcepts account.

If you purchased OrgPlus from any other vendor, use the below instructions:

The Product Code is located on the Registration Information card.
Note: OrgPlus may not be able to access the Internet in some cases, such as if you are behind a firewall. If this happens, see "How do I unlock OrgPlus while behind a firewall" for more information.

To register and unlock OrgPlus:

  • Double-click the OrgPlus icon on your desktop to display the Unlock/Register OrgPlus dialog box.
  • Enter your Product Code in the Unlock/Product Code field.
  • Enter your email address in the Email field.
  • Click Next.
  • You are prompted to enter a password for your HumanConcepts account. Enter and confirm the password, then click OK.
  • Click Next.
  • Enter the requested registration information and click Next after you complete each page. Fields marked with an asterisk (*) are required.
  • After receiving your registration information, you will be sent an e-mail containing an Unlock Code. After you receive the e-mail, click Close to display the Enter Your Unlock Code dialog box.
  • Enter the Unlock Code (from the e-mail) and click Next. If you entered the code correctly, you will be informed that you have successfully unlocked OrgPlus. Click Close to begin using OrgPlus.

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How do I convert my evaluation version to the full version of OrgPlus?

Please follow these directions to upgrade OrgPlus from the evaluation version to the full version:

  • Open OrgPlus
  • Go to Help | About
  • Choose Unlock
  • Enter your Unlock Code
  • Click Next, then Close

The link below will also provide more information on upgrading OrgPlus.
http://download.humanconcepts.com/viewlets/switch_eval_to_full/switch_eval_to_full_license_viewlet_swf.html
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How can I add fields to my boxes?

Following are the four steps to add new fields to all of the boxes in a chart:

  • Go to Data | Define Fields
  • Click Add
  • Name the field and set the field type
  • Click OK and click Yes to add it to all boxes in the chart

Alternatively, to add the fields to only selected boxes follow these instructions:

  • Go to Data | Define Fields
  • Click Add
  • Name the fields and set the type as desired
  • Click OK and click No when asked if fields should be added to all boxes
  • Highlight the box the fields will be added to by left clicking on the box
  • Click Format | Box Properties
  • Click the Layout tab
  • Drag the fields from the list in the left into the desired positions inside the box on the right
  • Click Apply, click OK

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How do I modify my chart title?

OrgPlus chart titles, headers and footers all appear on the Master Page. OrgPlus 5, 6,7 and 8 contain the Master Page view. OrgPlus 4 and previous versions did not have this feature. All free floating objects in older charts (such as headers or footers) are now placed on this Master Page. This creates a convenient place to edit headers, footers, page numbers, dates, etc. and have the changes carry through to all pages

Text boxes are free floating objects as well, and are also placed on the Master Page. Any text boxes that may have been in use on an OrgPlus 4 chart will now be found on the Master Page

To find the Master Page, please go to View | Master Page
Once you have completed your chart title edits you can return to your chart by selecting View | Normal
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Why do my charts print so small?

OrgPlus automatically resizes created charts based on the number of boxes included, and the format (or styles), of the branches

One way to resize a chart is to change the style of the branches. This can be done by selecting all the boxes in one branch (either highlight them by dragging a box around the boxes, holding the 'ctrl' key and left-clicking on each box, or double-clicking one box in the branch), then going to Format | Chart Styles, or clicking the button on the bottom of the screen that looks like four yellow rectangles divided by a vertical line (2 rectangles on either side of the line; this is the Styles button) and choosing a chart style that optimizes chart space

Another method is to use Sub-Charting. Please see the FAQ section on Sub-Charting
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How do I create a Headcount?

In order to create a headcount formula in a chart, follow the instructions below:

  • Select Data | Define Fields
  • Click the Add button
  • Define the name of the field
  • Select Formula for the Field Type
  • Set the criteria for the headcount:
  • Function = Count
  • Range = Branch and Manger or Branch excluding manager or choose one of the other choices presented
  • Click OK and then OK again
  • Select Yes or No when asked to apply the headcount field to all the boxes of the chart

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How do I unlock OrgPlus while behind a firewall?

Sometimes the failure to complete the registration or unlocking process may be due to a Proxy server or firewall security feature located on the end users local network.

To complete the product registration/unlock process unplug the computer from the network before attempting to unlock OrgPlus (The network cable resembles a phone cable, only slightly wider). This will enable OrgPlus to bypass the Proxy server and move forward with the unlock process. Please be sure to plug the network cable back into the computer once this process has been completed

If you are unsure which cable is the network cable, please ask your IT staff for assistance. If OrgPlus will still not unlock, contact the OrgPlus Support Team at 1-415-332-3030 x. 3000.
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How do I add formatting based on my data?

Conditional Formatting can be used to format boxes based on certain criteria. Below are instructions on how to implement Conditional Formatting:

  • Go to Format | Conditional Formatting
  • Click Add and enter a title for the condition
  • Under Field Name select a field to use for the condition
  • Under Comparison select a comparison operator
  • Under Contents type in the qualifying criteria for the condition
  • Click OK, then click on Format Box and select the Layout Tab
  • Drag and drop the fields to be displayed from the left side to the box display
  • Click OK

Conditional Formatting can be used to modify box properties (shape, color, sizing, etc.), as well as formatting fields (font, size, color, etc.).
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How do I create Profiles?

To create Profiles, follow the below listed directions:

  • Open the Profile tab located in the Panel Manager on the right (if the Profile tab is missing, Select View | Profile)
  • In the Profile tab, click on the link titled Click here to create a Profile
  • Name the Profile in the field next to Profile Name
  • Available Fields appears on the left hand side and Selected Fields on the right. Add or remove fields from Selected Fields by using the add/remove buttons located between the windows. The selected fields will be the fields that are displayed in the profile
  • Once selected, fields can be merged, formatted (font type, colors, and sizes), or moved up and down in the list
  • Once all fields have been selected and modified to desired specifications (if needed), press OK

This will create a Profile for the chart boxes
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How can I add Sub-charts to my orgchart?

You can insert sub-chart breaks manually at any level in your chart.

To insert a manual sub-chart break:

  • Select a box that will be the top position in your new sub-chart.
  • Select Sub-chart | Insert Sub-chart Break from the Insert menu. The sub-chart is created. Alternatively you can also right click on any box and select Insert Sub-chart Break from the menu.

To insert sub-chart breaks automatically:

  • Select Sub-chart | Create Sub-charts from the Insert menu.
  • You now are able to setup sub-charts based on multiple rules by using the sub-chart wizard.

Creating Sub-Charts Using the Sub-Chart Wizard

  • The sub-chart wizard enables you to define a set of rules that are used to break your chart into sub-charts
  • Define your sub-charting options as follows:

    • Select one of the following criteria according to which sub-chart breaks should be created
    • Every: Creates a sub-chart break at every nth level in the chart.
    • Using Field: Creates a sub-chart at each unique occurrence of the field
    • At Level: Creates a sub-chart break at the specified levels (separate level numbers by commas)
    • Condition: Defines a condition based on complex criteria. The Condition dialog is displayed
    • Name Sub-charts: Specify how each sub-chart page should be named.
    • Select from:

      • Default: All sub-charts are named based on the default: Sub-chart1, Sub-chart2, and so on
      • From Field: All sub-charts are based on the value of the specified field. The field value is extracted from the top box when a sub-chart break is inserted.
      • Apply to: Specify whether the sub-chart rules are to be applied to the Entire Chart, the Active sub-chart, or the current Selection
      • Click OK. The chart is sub-charted according to the selected options
      • Note: By default, the Sub-chart panel is automatically displayed after creating sub-charts

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How do I create Hotspots in my charts?

To create Profile Hotspots, please follow the instructions below:

  • Create a Profile by opening the Profile tab and clicking on the Click Here... link (located in the Panel Manager on the right - if you do not see a Profile tab, choose View | Profile from the toolbar menu)
  • Right-click on the box that you wish to insert a hotspot into and choose Box Properties. Then select the Box Layout tab
  • In the preview box on the right, select the field you want to have hotspots and then choose Cell Options (located below the preview box)
  • Check the Make Hotspot option, and select the profile to use as a hotspot
  • Choose OK
  • Hotspots can be applied to all boxes at the same time from the Box Properties section by choosing Apply to Entire Chart
  • See also - How do I create Profiles

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Where can I download the latest build of OrgPlus?

The latest builds of all current versions of OrgPlus can be found at
http://www.orgplus.com/products/maintenance-download.htm
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