Adding Dotted Line / Indirect Reporting v5

You can add a role box that reports to a position (role), and then also has a dotted line / indirect reporting relationship to a different position (role).

To add dotted line reporting to a box:

  1. Navigate to the Org Chart where you wish to add the new role.

  2. Hover over a role box, and click on the plus sign (+) where you wish to add the new role box.
    Alternatively, click the Role Actions button (3 dots) then click Edit Role.

  3. (a) Select the new role type from the drop-down.

    (b) Enter the Role Title (the title of the position), etc. as required.

    (c) Under Dotted Reports click in the field, then begin to type the (job) title of the role to which this member has a dotted line / indirect reporting relationship. A search for the matching job title is automatically conducted and attempts to autocomplete the title. Click the correct title as it autocompletes just below the field.

  4. Click Save

Here's a quick video:



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