Org chart: who reports to whom, drawn with the mouse and ready to print

How it works, in detail

1. 1

   The first org chart is built with the mouse, not record by record

   Nobody types a reporting line forty times into forty forms. So the people who do not yet report to anyone wait in a tray below the canvas: drag one onto the canvas to place them on their own, then drop the next ones onto their manager's card. Dropping a card on the top banner takes that person off the chart, and their reports rise to the root instead of vanishing with them. The employee record is still there to fix a single reporting line.

2. 2

   One person, two answers that are both true

   At head office, a project manager reports to their director; on the Tower site, the foreman is in charge. Neither answer is wrong, so the line belongs to the DRAWING, not to the person. Create one chart per job site, per department or per scenario, each with its own lines, and switch between them in the same screen.

3. 3

   The project filter shows who actually runs the work

   Tick a single project: the canvas narrows to the people assigned to it, and a dotted line runs from the site supervisor to those who report to someone else in the hierarchy. That is the operational line, the one the official chart does not tell you. Tick two projects and the dotted line disappears: there would be no way to know which one is in charge. Filters stack with department, position and role, and the left-to-right order of the groups is set by hand, because an org chart is not sorted alphabetically.

4. 4

   What the card says before you even open it

   Photo, name, position and department, the number of direct reports and the total at every level, and the live status: on shift, on break, off duty. On a CCQ site it also carries the apprenticeship period, the level, the competency card, the ASP card and the training records, each marked valid, expiring, expired or missing. One click opens the contact details, a link leads to the full record.

5. 5

   A sheet that takes the size of the drawing

   Printing an org chart usually ends in four pages to tape together, or a drawing shrunk past legibility. Here the sheet adapts to the canvas: the drawing comes out at full scale, vector in a PDF, with the organization name, the chart name, the date and a reminder of the active filters at the top of the page. That is what goes on the bulletin board, into a tender package, or off to a parity committee.

6. 6

   Reading is not editing, and drawing grants no access

   Rearranging the canvas takes its own permission, which opens no other file: everyone can view the org chart, only those you allow can touch it. The other way round, the "Reports to" field grants neither scope nor access right: it is there to draw, never to open doors. A record put on standby leaves the drawing without anything being erased: the day the person comes back, their place comes back with them.