Automatic Role Sorting Options

This help article walks you through how to enable automatic role sorting. 

There are four (4) automatic role sorting options to choose from:

  • By First Name
  • By Last Name
  • By Role Title

         These automatically sort the roles alphabetically left to right.

  • By Size of Department: Sorts the chart by the size of the department from the smallest on the left to the largest on the right


   1.  Open the Chart where you wish to sort roles.

   2.  Click the Settings mceclip0.png icon.

   3.  From the pop-up menu, select Chart Settings



mceclip3.png  The Chart Property screen appears.




4.  Select Chart Display.


mceclip3.png  The Chart Display screen appears.




               a. In the Role Sorting field, select the sorting method.

               b. Click the SAVE button when finished.





       To manually adjust the order, from the Role Sorting field, select Order set in

       chart.  You can now manually order roles by dragging and dropping or by adding

       roles to the left/right when building your chart.


       If importing your file, the order is set by the order in the file (top to bottom in the

        file equals left to right on the chart).



     Dragging and Dropping Roles

     Creating A Department Role Type


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