Compare and report changes between versions of an organization chart

You can compare two different versions of an organization chart. For example, if you have a version of an organization chart that you use to maintain employee data, such as telephone numbers, and another version, containing less information, that you periodically post to the Web, you can generate reports that compare the versions and then update the published version to include more recent data from the "maintenance" version.

Compare a newer version of an organization chart with an older version

  1. Open the newer version of the organization chart.

  2. On the Organization Chart menu, click Compare Organization Data.

  3. In the Drawing to compare it with list, click the name of the older version, or click Browse to locate it.

  4. Under Compare type, click My drawing is newer.

  5. Under Report type, choose whether you want a report that shows the changes made to the drawing or a report that shows the positions that were added or deleted.

    Tip: You can select the data that you want to compare by clicking Advanced and then selecting the fields that contain the data that you want to compare.

  6. A Comparison Report appears, in which you can view specific changes in your chart.

    Tip: You can print the saved report to use later to make changes to the newer version of your organization chart.

Compare an older version of an organization chart with a newer version

  1. Open the older version of the organization chart.

  2. On the Organization Chart menu, click Compare Organization Data.

  3. In the Drawing to compare it with list, click the name of the newer version, or click Browse to locate it.

  4. Under Compare type, click My drawing is older.

  5. Under Report type, choose whether you want a report that shows the changes made to the drawing or a report that shows the positions that were added or deleted.

    Tip: You can select the data that you want to compare by clicking Advanced and then selecting the fields that contain the data that you want to compare.

  6. A Comparison Report appears, in which you can view specific changes in your chart.

    Tip: You can print the saved report to use later to make changes to the newer version of your organization chart.

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