Via a licensed module, GEMS data and the Orbitax Entity Designer can be integrated allowing your GEMS entity information to be charted in the Orbitax Entity Designer. Users with this module activated will be able to access this feature through the Charting Hub in GEMS and will find new dedicated tiles for this functionality.

GEMS data can be integrated into the Orbitax Entity Designer through a few simple steps. Once in Orbitax Entity Designer, the information can manipulate to create a chart that gives an in-depth view of the organization. Then that chart can be saved locally as a PDF or Microsoft Word file and uploaded to GEMS and stored as a Document.

Orbitax integration does come with a licensing fee. To request a quote, reach out to your Computershare Entity Solutions Customer Service Representative or [email protected].

If you've agreed to pay the licensing fees for Orbitax integration, the CES Support Team will activate the module, granting you full access to Orbitax Entity Designer features from the Charting Hub.

The CES Support Team will also create an Advanced Search with Orbitax Export on your database. This Search returns the data that Orbitax will use to create a chart and should not be modified without consulting with the Support Team first.

Once Orbitax integration is activated in your GEMS database, you can launch Orbitax Entity Designer directly from GEMS so that your GEMS data is carried over to Orbitax Entity Designer.

1. From the Charting Hub, click Launch Orbitax Charting.

2. Log in to Orbitax with your username and password.

3. Locate and click Computershare (GEMS) under the My Solutions heading on the left side of Orbitax.

4. Click Entities underneath the Computershare (GEMS) heading to display the GEMS data that Orbitax has retrieved from GEMS. The data may take several minutes to load.

5. If the GEMS data needs to be updated, locate and select the Update Entities button in the top right corner.

6. Create and export a chart using Orbitax Entity Designer's tools. Be sure to export the chart as a PDF or Microsoft Word file.

For more information on Orbitax Entity Designer, contact Orbitax directly.

After you've created a chart in Orbitax Entity Designer, it can be uploaded to GEMS and connected to the appropriate entity record.

1. In GEMS, open the Documents Hub.

2. Click Add Documents.

3. Click SELECT FILES, then select the chart file from your computer.

4. In the Document Properties section, locate the Document Type field and enter Chart (Published).

5. Fill in the remaining Document Properties as needed, then click UPLOAD & SAVE.

After an Orbitax chart has been uploaded to GEMS, it can be opened from the Charting Hub.

1. Open the Charting Hub.

2. Click Find an Orbitax Chart.

3. Enter the name of the chart you wish to open, or leave the search bar empty to see a list of all Orbitax charts.

4. Click the name of the chart you wish to view.