This content is for administrators responsible setting up and managing Orgvue to meet the needs of stakeholders. If you are new to Orgvue, Getting Started: New Users is strongly recommended.  In addition, Getting Started: Centre of Excellence introduces typical business questions which can be addressed through data-driven insights, provides example key measures of organizational effectiveness and outlines a structured process to meet the business needs for insight.

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• The different Orgvue dataset types
• Adding a new dataset using Settings
• Creating a Links dataset
• Maintaining consistency with Lookups

Managing Properties

• Managing properties and property values
• Formatting property values
• Defining ‘Buckets’ for number properties
• Control property values using Expression Lookups
• Maintain logic across properties with Dependent Lookups
• Populating property values with Expressions (Code snippets for common expressions)
• Setting the order of property values
• Specifying colors for property values

Cleaning and updating data

• Data Cleaning
• Merging data from a spreadsheet
• Adding a new property to a dataset
• Updating property values by paste merging data from a spreadsheet

Adding users and sharing data

• Orgvue data security
• Adding users to a tenant
• Assigning dataset permissions
• Applying property permissions
• Sharing Packs
• See the effect of permissions granted to users

Analyzing the current organization

• Orgvue’s template packs for organizational analysis
• Property Mapping in Template Packs
• Configuring template pack content 
• Changing mapped dataset properties in template packs

Designing and delivering the future organization

• Organization Modelling
• Talent Selection