How do I make sure someone will appear on the ECHO Wallchart?

The ECHO Wallchart provides an overview of absence for selected individuals and in this short article we show you how to choose which individuals appear on the wallchart.

27 July 2015 How to...  ECHO

Editor Writing - Article

The ECHO Wallchart provides an overview of absence for selected individuals and in this short article we show you how to indicate which individuals appear on the wallchart.

Groups and Views

ECHO uses Groups and Views to generate the Wallchart and so it is important to make sure you are familiar with both and the role they play.

Groups are used to organise people and are useful when setting permissions on things (e.g. who can change an article) but groups are also used when creating directories of people or anywhere that a list of people is presented (e.g. the CareerPoint Manager, Pupillage Management etc.)

The Directory allows different "Views" to be created each bringing together one or more groups of people and presenting the information for them in the chosen way. For example, you may want to create view that lists all the members of a particular committee, showing their name, mobile no. and Email address as well as a photograph.  Views are therefore a way to present groups.

Wallchart View

A special view exists within ECHO called the Wallchart View that is used used whenever a Wallchart is presented.

Adding someone to the Wallchart

Adding someone to the Wallchart is simply a matter of adding them a group that is part of the Wallchart view. 

To see which groups a wallchart is comprised off, either open the Wallchart and note the different section headings down the left-hand side or go to Administration, click Directory Views, click Wallchart and the Groups that are used in that View will be shown.

The screenshot below shows the name of the Wallchart View when it is listed in the View Editor or Directory - you can choose any name however it will start off as Wallchart when your Intranet is first created.

The view is marked as being the Wallchart view using a dedicated View option.  Note that only one view can be the Wallchart view and setting this will clear the option from all other views.

The groups that will be show in the Wallchart View are listed and can be added or removed as required. 

ECHO - Changing Wallchart View Groups

To add someone to the Wallchart, return to Administration and this time open Groups and add the individual to the relevant group.

Tags  echo wallchart

Corrections or suggestions