Transcript Printing the charts for an entire organization using `Book Chart`

Using HR Charter
Printing the charts for an entire
organization using the ‘Book Chart’
This is a PowerPoint presentation of about
five minutes duration.
It will explain how to print charts for an
entire organization in booklet form.
You may exit the presentation at any time
simply by closing the Window.
Where this arrow appears, click on it to
advance the slides.
Two Chart Formats Available
HR Charter offers two formats for
charts, the Map Chart and the Book
Chart.
The map chart is a design with which
you will be most familiar. It is designed
to be printed as a wall map.
Example of a Map Chart
Book Chart
The Book Chart style of report is used
when the chart is going to be published
as a booklet and printed with page
numbers and an index.
The chart is split into a sequence of
pages, starting with the topmost
position and working down through
each organizational level.
Example of a Book Chart
Book Chart Box Designs
The boxes of a Book Chart contain an
automated field for pointing the reader to the
page in the booklet where the organizational
hierarchy is continued.
Book Chart Headers and Footers
Each page can be
fitted with headers
and footers, either
manually or
automatically.
Department
Department
Date
Page Number
Date
Page Number
Book Chart Index
Position Description
Name
Reference
District Manager
Huston, James
Page 1
District Services Manager
Thompson, Susan
Page 1
District Clerk
Elston ,Sarah
Page 2
District Clerk
Andrews, Harvey
Page 2
District Clerk
Turner, Joanne
Page 2
Burton, Jennifer
Page 1
District Technician
An indented hierarchical index is printed at the
back of each Book Chart. It shows supervisorsubordinate relationships along with handy page
references.
Preparing and Printing a Book Chart
There are five steps…
1. Generate the chart for the entire
organization.
2. Apply one of the Book Chart box designs to
all boxes in the chart.
3. Apply page headers and footers.
4. Preview the Book Chart before printing.
5. Print the Book Chart.
Generate the Chart for the Entire
Organization
Grow your organization chart in the normal way,
starting with a search for the top-most position
(e.g., Deputy Minister).
Be sure to designate enough levels to display
the organization from top to bottom. For a
ministry, select ten levels just to be sure.
Don’t worry about formatting the Map Chart
that will first be displayed. That’s not the format
that will be printed.
Apply a Book Chart Box Design
Select all boxes and apply either of the two
Book Chart Box designs (Book Chart Basic or
Book Chart Plus Class).
These box designs contain the embedded page
reference data field.
Apply Page Headers and Footers
Recommended…
Department
Number for the top
left corner
Date for the
bottom left corner
Page Number for
the bottom right
corner
Click Preview Book to continue…
Preview your Book Chart before you print!
Check for (1) page references in the
boxes, and (2) page headers and footers.
If box design, headers and footers are in
order, print the Book Chart!
Distributing a Book Chart
A Book Chart for a large organization may be
fifty pages or more in length. If you need to
distribute copies, consider converting the Book
Chart to PDF format, then distribute it
electronically!
This requires Adobe Acrobat software, which is
commonly available in most organizations.
Preparing and Printing a Book Chart
Summary…
1. Generate the chart for the entire
organization. 
2. Apply one of the Book Chart box designs to
all boxes in the chart. 
3. Apply page headers and footers. 
4. Preview the Book Chart before printing. 
5. Print the Book Chart. 
View more slideshows…
1.
Setting up for access to HR Charter
2.
Creating and printing your first chart
3.
Selecting and applying box designs
4.
Printing the charts for an entire organization using
Book Chart
5.
Shaping the chart using form style
6.
Speeding repetitive chart printing using the recording
macro
7.
Inserting a chart into an MS Word document or
PowerPoint presentation
8.
Inserting a chart into an email message
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