This article explains how to search the org chart using basic and advanced search functions.
Basic Search Function
When viewing your official chart or a scenario chart, you can search for a person or position title using the search field in the upper right corner of the page. Once you begin entering a name or title in the field, the system will populate results to narrow your search.
Note: You can also jump to a profile by using the search field at the top of the main navigation.
Advanced Search Function
Advanced search functions are available for customers of our Position Management module and/or Bio tab feature. If your organization utilizes the Bio tab feature, you can search a chart to identify individuals with specific skills, licenses, and certifications. Built’s Advanced Org Design features allow you to store these and other credentials in a person's profile on their Bio tab.
To focus your search, click in the search field and select one of the available options: Everything, People, Positions, Skills, or Lic & Cert. Once you have selected a search category, the category will be displayed in the search bar, followed by a colon. Continue typing to the right of the colon to locate a specific position ID, skill, license, certification, etc., within that category.
Please contact our Customer Success Team for additional assistance.
Additional Resources