Screen Modes

Modes are screen configurations which have unique layouts and toolsets to stream­line the chart making process. OrgChart has the following modes:

1. Full Screen
2. Chart Normal View
3. Master Pages View
4. Chart Print Layout View
5. Thumbnail View
6. Data Outline View
7. Divisions View

Screen Modes: Full screen mode

This mode maximizes the work area by hiding distracting toolbars and frame ele­ments.

Screen Modes: Activating full screen mode

There are two methods to activate Full Screen mode:

1. Go to the View tab and select Full Screen in the Windows group. (OR)
2. Press the F11 key to toggle Full Screen mode on and off.

Screen Modes: Returning to chart normal mode

There are three ways to return to Chart Normal mode:

1. Go to the View tab and click on Full Screen. (OR)      
2. Press the F11 key to toggle Full Screen mode on and off. (OR)
3. Click the “floating” Return To Chart Normal box in the work area.

Screen Modes: Normal view

This is OrgChart’s default configuration. This mode displays the maximum number of tools to optimize all stages of chart creation while simulta­neously allowing access to numerous data entry and information retrieval fields.

Screen Modes: Activating Chart Normal mode

Go to the View tab and click on Normal.

Screen Modes: Master page view

Master Page view is a powerful mode which allows universal changes to be applied to every page of a multi– page chart. This is extremely valuable for creating titles, graphics, logos, information areas and anything else you wish to repeat on every sheet.

In essence, Master Page view is a blank canvas which only reflects the universal changes. Therefore, elements which change from page to page – such as individual chart elements and components – are hidden in this mode. They reappear once Master Page view has been deactivated.

Screen Modes: Activating master page view

Two ways to activate the Master Page mode:

1. Go to the View tab and click Master Page. (OR)
2. Right-click on an empty area of the chart. When the supplemental menu appears, click on Master Page.

Screen Modes: Tips for mastering master page view

• The chart seems to disappear in Master Page view – don’t worry! It is still there, just hidden. It will reappear once Master Page view is deactivated.
• Components cannot be placed on the Master Page – this occurs because the Master Page will only accept universal (repeating and non– changing) elements, whereas OrgChart interprets components as dynamic. Therefore, it will not allow them to be placed in this mode.
• Elements applied to the Master Page cannot be removed or modified EXCEPT in Master Page view – this is done on purpose. By locking these repeating ele­ments in the background, OrgChart allows for the unhampered modification of your chart without having to worry about changing the overall format.

Screen Modes: Applying a graphic using master page

To apply a graphic using Master Page, do the following:

1. Star with a chart in Normal View.
2. Go to the View tab and click on the Master Page button to switch to Master Page View (notice that the chart from Step 1 is now hidden).
3. Apply a graphic to the Master Page.
4. Close the Master Page by choosing another view (Normal, Print, etc.)
5. The process is complete. Notice that the chart from Step 1 and the graphic from Step 3 are now both visible.

IMPORTANT TIP: AutoTexts as well as graphics can be applied in Master Page view. Use AutoTexts for chart titles, division names, dates, or any other text you want to appear on every page of your chart.

BONUS TIP: Almost any type of graphic can be applied in Master Page view – including photos. If you want to apply a photo and have it appear through a com­ponent of the chart, first apply the picture in Master Page view, then return to Nor­mal view, choose the component you want the picture to appear through and set its Transparency to 100% (Format > Fill Style > Color tab).

Screen Modes: Print layout view

This mode is optimized for chart printing. When in this view: 1) dotted “printer safe” lines will appear in the work area and 2) several grayed out areas of the Print Toolbar will become active. From this mode, you can:

1. Add and delete print pages.
2. Change page orientation between Portrait and Landscape modes.
3. Arrange multiple pages to optimize the printing of oversized charts (charts larger than a single page).

Note: the user must be in Print Layout view for certain print functions to become active.

Screen Modes: Activating print layout view

There are two ways to activate Print Layout view:

1. Go to the View tab and click on the Print Layout icon. (OR)
2. Press the Print Layout View button on the View tab.

Screen Modes: Thumbnail view

One of the challenges posed by large charts is being able to conveniently navigate while still seeing enough detail to actually find what you are looking for. OrgCharthas solved this problem by creating the Thumbnail View.

In essence, the Thumbnail View acts as a reverse magnifying glass – showing a small version of the entire background chart (which would otherwise be hidden

because of the high zoom factor). A red selection rectangle in the thumbnail rep­resents the enlarged area of the chart currently visible in the Main Work space (see below).

IMPORTANT TIP: the selection rectangle in Thumbnail View is most effective when you are zoomed in close enough to see the details of individual components. If you are zoomed out too far, the thumbnail – and its selection square – is indis­tinguishable from the zoomed out view of the chart in the main work space.

Screen Modes: Thumbnail view has two elements:

1. The Thumbnail pane – this displays a small picture of the entire chart.
2. The Selection rectangle – this rectangle (red in color) appears inside the thumbnail. It represents the area of the larger background chart which is cur­rently in view. There are two ways to move the rectangle:

• With the mouse – place the mouse cursor inside the selection rectangle, hold down the Left mouse button and drag the rectangle to the desired location. A zoomed view of that area will appear on the chart in the main work space. (OR)
• With the chart scroll bars – In the main work area, move the vertical and/ or horizontal scroll bars (by either clicking on the bar and dragging, or using the arrow buttons at the extremes of the bar). Notice that the selec­tion rectangle within the Thumbnail View moves as you scroll.

Thumbnail view – go to View menu and select show Thumb­nail.

To close Thumbnail View – choose from one of the following options: 1) click the red X in the upper right corner of the Thumbnail View pane or 2) go to the View menu and reselect Show Thumbnail (this will toggle the view off).

Screen Modes: Data outline view

Located at the bottom of the work area, the Data Outline View is an area that allows the centralized management of component information in table form. It can also be used to connect components, assign Supervisors, and change Data Field content.

To access the Data Outline View (this view is on by default):

1. Go to the View tab and click on the Data Outline View checkbox to toggle the Data View on and off.
2. Choose the Data View tab at the bottom of the Data Outline View area.

Screen Modes: Division view

Division View shares the same window as the Data Outline View but is accessed through a different tab. This view allows you to view and navigate complex charts easily. It does this by displaying the entire chart – including all hidden division sub– charts – in an elegant and simple tree structure.

To access the Divisions View:

1. Go to the View tab and click on the Data and Divisions checkbox to toggle the Data View on and off.
2. Choose the Divisions View tab at the bottom of the Data Outline View area.