Session Objective
By the end of this session, you will be able to build, search, and customize organizational charts using the GEMS charting tool.
Create Basic Org Charts
Search for Entities in Org Charts
Customize Org Charts
Create Sub Charts
Save Chart as a template
Activity 1 - Confirming Charting Tool Edit User Access
Profile icon (top right corner of gems)
Details
Basics page
Checkbox: Charting Tool Edit user
If it is ticked = Charting Tool Edit user
If it is not ticked = Standard user
To change access:
Click EDIT
If you are making a change here - be sure to click SAVE at the bottom
Activity 2 - Create a Chart
Create a Chart
Business Entity CL Support
Chart direction subsidiary
Modify the saved search
in search properties: add jurisdiction (full name)
in search properties: hide or delete jurisdiction code
Review search results
Question: How many records are there?
Save your search:
Give your search a name and save your search – “<YOUR INITIALS> Core search 9AM” (example “SV Core Search 9am”)
Add a search description
Make your search a favorite
Launch the chart
Search for Crystal Industries on the chart
Question: What is the parent entity of Crystal Industries?
Activity 3 - Launch a Saved Chart
Launch a saved chart
Select any one of the saved charts from the list
Change the date to one week ago
Find Business Entity CL Support
Find Business Entity EC Consulting
Depending on the saved chart you have chosen to launch, answer the related question below:
• Saved Chart "Core 2025" – How many subcharts are there?
• Saved Chart "Pre-core example" - How many subcharts are there?
• Saved Chart "Bermuda rule" – How many subcharts are there?
• Saved Chart "Am Global Delaware Only" – What business entity type is purple unicorn?
• Saved Chart "Whole Org Chart" – What are the subsidiaries of BISC Operations?
Activity 4 - Chart Formatting
Rules:
Make all boxes hexagons
Ontario jurisdiction is red, shape of your choice
Box Data:
Show Jurisdiction without label
Parent Interest - footnote with semi colon or new line
Box Formatting:
Border color = Blue
Border width = 5
Apply