Managing the Org Chart (CANS only)

The Org Chart feature is only available for the CANS Project.

1. Click the Vendor Administration link from your Welcome Page.

2. Click the Location drop-down on the left navigation and select the intended location.

3. Click the Org Chart tab on the left-hand side.

4. The system will display all active staff members that have been added for that location.

5. Click Edit.

Note: All Staff must be added in Vendor Administration > Staff before they will appear in the Org Chart. They will appear as Unassigned Staff until they are added below:

To Add a Top-Level Supervisor

1. Click Add Top-Level Supervisor.

2. Enter the name of the staff member. The system will display similar names. Select the correct staff member.

To Add/Edit/Delete Staff under a Supervisor

1. Click Vendor Administration.

2. Click the Location drop-down on the left navigation and select the location.

3. Click Org Chart.

4. The system will display all active staff that has been added to that location.

5. Click Edit.

6. Hover over the top-level supervisor and the system will display 3 icons: a pencil to edit that person, a trashcan to delete that person, or a plus to add a person under.

7. Click the Pencil on any person and enter the name of the staff person. The system will display similar names. Click the person to select.

8. Click the Trashcan on any person to delete that person.

9. Click the Plus to add a person. Enter the name of the staff person. The system will display similar names. Click the person to select.

Note: Maintaining the Org Chart will filter the Clients Pending Assessment and Clients Active in Projects Trackers by Supervisor and Staff when users log in.

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