Proposal Panel

The Proposal Panel is located to the right of the Org Chart and has several functions. The Proposal Panel lets you track all the edits and changes you make, assign approvers, and deployers as well as share your Proposal with collaborators, approvers and deployers to discuss proposed changes.

By default, the Proposal Panel opens inside your Proposal in the My Proposal section. This My Proposal ares has the following sections:

Section Description
Collaborators

The people you want to share your proposal with to receive feedback from. collaborators are selected by the Proposal creator by using the search bar and looking up the collaborators. You can also chose to give the collaborators edit or read only access to the Proposal by selecting their access using the dropdown menu.

You can also discuss the Proposal using the Proposal Chat.

Collaborators will receive notifications when there are any changes made to the Proposal.

Changes All changes made in a Create a Proposal are listed in the changes tab of the Proposal Panel. While all changes are tracked, if you make multiple changes to the same section of a node, for example, if you edit the Position name of a node four times, it will only appear as one change and list the latest change.
Approvers

The list of users that can approve your proposal after review. You will need to assign approvers to your Proposal who can then collaborate and review your Proposal before approving it.

You can add approvers by using the search bar and adding them to your Proposal. Approvers can also disucss the Proposal in the Proposal Chat.

Deployers The list of users that impliment the approved changed into their ERP and deploy the new org chart.

You can view any Proposals that have been shared with you as a Collaborator, Approver or Deployer in the All Proposals area. This area is also divided into sections which are collapsable. If you have not had a Proposal shared with you, the section will not appear in the All Proposals area.

This area lists the following:

Section Description
Your proposals If you have an active Proposal it will appear here.
Proposals shared with you

The list of proposals that have been shared with you to review and provide feedback for.

Proposals shared with you will note your role within the Proposal (Approver, Deployer, Collaborator) as well as the status of the Proposal.
You can enter any Proposal by clicking on it.

Filter Proposals

When you have several Proposals shared with you (as either a collaborator, approver or deployer), they will all appear in the Proposals Shared with You. When viewing all the shared proposals, click on Filter to open the filter panel.

From the filter panel, you can filter the Proposals in the following ways:

  • Dropdown menu
    • Alphabetical (decending)
    • Alphabetical (Assending)
    • Newest on Top
    • Oldest on Top
  • State - To sort the Proposals by their current status.
    • Draft
    • Submitted
    • Approved
    • Rejected
    • Deployed
    • Closed

Proposal Chat

While creating and collaborating on a proposed change, you can directly communicate with collaborators using the Proposal Chat Room. Each Proposal will have its own Chat Room to ensure the proper collaborators are only discussing the appropriate Proposal.

The creator of the Proposal can initiate a new chat by clicking the Chat icon . If no collaborators have been selected when the chat is initiated, the Chat Room will prompt you to add collaborators. The chat can be used by the creator even if there are no other collaborators selected and can be used as a notepad.

The chat supports message editing to fix any errors, group replies, as well as replying directly to a collaborator. When there is a new message the other collaborators will receive Notifications alerting them to the new message.

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