Orgvue Skills Checklist

I want to consume data

Access packs and navigate slides which have been created to get the required insight:

• I can log in to Orgvue
• I can see the Datasets and Packs which have been created for me to use
• I can open an existing pack
• I can navigate slides in a pack
• I can focus slide content to see the data I need

I want to analyse the current organization 

Create packs, or customize an Orgvue Template, to analyze and visualize the current organization.  

• I understand key terms used to describe organizational data.
• I can identify and remedy data quality issues
• I understand what’s included in the template analysis packs and configure the packs I need
• I can create a new pack
• I can create an organization chart showing property values (Tree Slide)
• I can visualize the organization with a tree slide
• I can create a Worksheet slide showing property values
• I can add ‘rolled-up’ measures to Tree slides and Worksheet slides
• I can analyze measures and compare subgroups with Tree slides
• I can analyze measures and compare subgroups with Worksheet slides
• I can analyze measures and compare subgroups with Chart slides
• I can analyze measures and compare subgroups with Crosstab slides
• I can save my data and packs
• I can export my data and packs

I want to model organization changes

Plan organizational changes and analyze the impact of planned changes.  

• I understand what a Draft is and the benefit of Drafts
• I can access an existing Draft or create a new Draft
• I can change reporting lines by dragging and dropping positions
• I can add new positions and remove existing positions
• I can change positions by editing property values
• I can revert changes which have been made
• I can analyze the overall impact of planned changes using the Changes Report
• I can identify which positions are impacted and how they are changing with the Changes List
• I can import a Draft to a dataset