Track Changes Panel

The Track Changes panel allows you to easily view the changes made to your chart, and perform related tasks. To view the Track Changes panel, click the Track Changes button on the Extras toolbar.

Note: The Track Changes panel is only available to OrgPlus Premier users. To upgrade your version of OrgPlus, please visit the OrgPlus Online Store.  

From the Track Changes panel you can:

• View all changes - new hires, separations, transfers and other updates - made to a chart

• Accept and reject changes

• Generate and print reports

Overview of the Panel

The Track Changes panel has three main parts:

• The toolbar

• The status bar

• The main Track Changes pane

The Toolbar

The Track Changes toolbar has the following buttons:

The Status Bar

The status bar enumerates the changes made to the chart.

In the above example, three total changes have been made:

• One chart box was added

• One chart box was deleted

• No chart boxes were moved

• One chart box was modified

The Main Pane

The main Track Changes pane lists in detail the changes made to your chart.

The information appearing in the Main Pane can be adjusted using the Panel Settings.

Panel Settings

The Track Changes panel settings allow you to choose what information appears in the Track Changes list.

To view the Track Changes panel settings, click the Settings button in the Track Changes toolbar . This opens the Track Changes Settings dialog:

• The Name field is the first item of information that appears

• The Job Title field is the second item of information that appears

• The Employee ID field is the third item of information that appears

Accepting and Rejecting Changes

Changes made to your chart can be accepted or rejected, even after the altered chart has been saved.

To accept a single change to a chart:

1. Click to select the change in the Track Changes list.

2. Click the Accept Changes button to view the options.

3. Select Accept.

To accept all changes to a chart:

1. Click the Accept Changes button to view the options.

2. Select Accept All.

To reject a single change to a chart:

1. Click to select the change in the Track Changes list.

2. Click the Reject Changes button to view the options.

3. Select Reject.

To Reject all changes to a chart:

1. Click the Reject Changes button to view the options.

2. Select Reject All.

 Changes Backup

When accepting or rejecting all changes, you are presented with a warning dialog:

Selecting "Create backup" and clicking OK archives your chart to the My Charts folder. For information on accessing archived charts, see Opening an Existing Chart.

Generating Reports

You can generate two types of reports to view the changes made to your chart:

• Excel reports, for summarizing changes to a chart, and comparing different versions of a chart.

• PAN (personnel action notice) to show changes made to one or more persons, and gather approval and other information from colleagues.

Excel (Comparison) Reports

There are two types of comparison reports you can use to summarize the changes made to your chart:

• Change Summary Report, which lists the effective changes made to the chart. Changes can be grouped by Type of Change or Employee.

• Side by Side Comparison Report, which lists the changes made to the chart with both the old and new values. This report provides an overview of the data changes, and provides the opportunity to perform calculations for numeric fields in the report.

To generate an Excel report:

1. On the Track Changes toolbar, click the Excel Report button . The Change Report dialog opens.

2. Select the Report Type you want to generate.

3. Select the options for your generated report:

• For Change Summary reports, you can choose to include comments, and whether to group changes by Employee (which creates an alphabetical list of employees by name) or Change Type (which creates a list by how the entry was altered - deleted, modified, and the like).

• For Side by Side Comparison reports, you can choose to include comments, totals for numeric fields, and whether to show only changed numeric values.

4. Click the Select Fields tab.

5. From the Available fields list, click to select the fields you wish to compare, and click the Add button to add them to the Fields to compare list.

6. Click OK.

7. Browse to the location to save your report, rename it if needed, and click Save. A status bar appears, showing the progress of the report generation.

When your report has been generated, you can open it in Excel (or another CSV editor) and edit as needed.

PAN Reports

A PAN report is a .pdf document that lists the changes made to selected personnel, along with other information, with areas for verification, comments and approval by other colleagues.

To generate a PAN report:

1. On the Track Changes toolbar, click the PAN Report button . The Personnel Action Notice dialog opens.

2. From the Available Employee Records list, click to select the employees for whom you want to generate a PAN report, and click the Add button to add them to the Selected Employee Records list.

3. If needed, check the Show unchanged employee records box. This option prints the employee records for all employees included in your chart, including those with unchanged data.

4. Click OK.

5. Browse to the location to save your report, rename it if needed, and click Save.

When your report has been generated, it opens in your default .pdf reader (such as Adobe Reader).