To navigate and expand to the next higher level in the relationship tree:

1. Click Go Up a Level in the current top-level card.

   For example, suppose that Margo clicks Go Up a Level in this view:

   

   Her view expands to include the level above her:

   

   Go Up a Level is available only if the user in the card is assigned a manager. If this function is not available to you, check with your administrator.

   You can go up a level twice for a card.

To reset the root of your view of the relationship chart:

1. Find the card of the user whom you want to the new root.

2. Click Make This Entity the New Root , or click the user’s name (the name is a link) on that card. The chosen card becomes the root of the organization chart.

   For example, suppose Margo Mackenzie clicks Make This Entity the New Root in her own card in this view:

   

   Her card becomes the new root and is now at the top of her organization chart:

   

1. Click Switch to An Org Chart to change your default relationship.

2. Select the type of relationship to display. Your administrator can use relationships supplied by Novell (see Table 3-1) and can also define customized relationships.

   Table 3-1 Types of Organization Chart Relationships Supplied by Novell

   Type of Organizational Chart	Description
   Manager - employee	Shows the reporting structure of managers and subordinates.
   User group	Shows users and the groups in which they participate.

The default relationship chart is Manager-Employee, unless you or your administrator sets it to another type. To expand or collapse the default chart:

1. Find a card for which you want to expand or collapse the default relationship display.

2. Click the Expand/Collapse current relationship toggle button.

   The chart expands or collapses to display or hide the subsidiary cards that are related to your chosen card. For example, the following two views show the Expand view and then the Collapse view.

   
   

1. Identify a card whose relationships you want to view.

2. Click Choose relationship to Expand/Collapse in that card. A drop-down list opens.

3. Select a relationship and action from the drop-down list:

   Action	Description
   Expand Manager-Employee	Select this option to open a Manager-Employee chart. Available if the chart is closed.
   Expand User Groups	Select this option to open User groups. Available if User groups is closed.
   Collapse Manager-Employee	Select this option to collapse the Manager-Employee chart for a card. Available if the chart is open.
   Collapse User Groups	Select this option to collapse User Groups for a card. Available if the chart is open.

   Additional relationships are available in the list if your administrator defines them.

You can look up a user in Organization Chart. This search is a quick way to find a user who is not in your current view or relationship chart. The looked-up user becomes the new root in your view.

1. Click the Lookup link at the top left corner of the chart.

   The Lookup page displays:

   

2. Specify search criteria for the user you want:

   1. Use the drop-down list to select whether the search is by First Name or Last Name.

   2. In the text box next to the drop-down, type all or part of the name to search for.

      The search finds every name that begins with the text you type. It is not case sensitive. You can optionally use the asterisk (*) as a wildcard in your text to represent zero or more of any character.

      For instance, all of the following examples find the first name Chip:

      Chip
      

      chip
      

      c
      

      c*
      

      *p
      

      *h*
      

3. Click Search.

   The Lookup page displays your search results:

   

   If you see a list of users that includes the one you want, go to Step 4. Otherwise, go back to Step 2.

   You can sort the search results in ascending or descending order by clicking the column headings.

4. Select the user you want from the list.

   The Lookup page closes and makes that user the new root in your view of the chart.