Introduction

These are step-by-step instructions for manually editing nodes within Insights. While Orthogramic automates much of the business architecture process, there are scenarios where direct, manual adjustments are necessary—such as refining organisational structures, correcting data inaccuracies, or tailoring domain-specific elements.

The following sections outline how to copy, add, edit, archive, un-archive, and delete nodes, ensuring that your organisational model remains accurate and aligned with your strategic objectives.

Manual node editing nodes allow strategy professionals to align organizational architecture with evolving business priorities and strategic initiatives.

These actions require permission in the affected organization units.

Copy node

Use when replicating successful organizational structures across different business units.

  1. Select the Domain from the orgNode

  2. Double click any node

  3. Choose Copy from the Node Menu

image-20250510-043040.png

  1. Select the node’s domain from the list displayed.

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  1. When you have selected the Organization node to copy into, click Copy node.

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The node will be copied into the selected organization unit.

Add node

Implement when expanding capabilities or incorporating new strategic functions etc.

Selecting the node

  1. Select the Domain from the orgNode

  2. Double click an Organization Unit node

  3. Choose Add from the Node Menu

Adding data

  1. Double click a data field to add content.

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Saving changes

  1. Select Save at the top of the Info Panel

  2. The new node will be displayed in the mindmap

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Edit node

  1. Select a node

  2. Double click a field - The field border will change to Yellow as shown below

  3. Make your changes - They will be saved automatically

image-20250510-011609.png

Move

Drag

Merge

https://guide.user.orthogramic.com/wiki/spaces/OUG/pages/234160433/Document+merging?atlOrigin=eyJpIjoiNjNlYjc1NDgwODAxNDVjNWIwMDYyYzRjYzJmODhiYWMiLCJwIjoiYyJ9

Archive node

Utilize when elements are temporarily inactive but may be relevant for future use.

Archiving a node

  1. Select the Domain from the orgNode

  2. Double click a node

  3. Choose Archive from the Node Menu

  4. You will be asked to confirm your choice

Archive node modal.png

Un-archiving a node

  1. Choose More from the Node Menu

  2. Choose Un-Archive

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  1. A list of archived nodes will be displayed

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  1. Select the node to Un-Archive

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The details of the selected node will be displayed

  1. Click Un-archive to restore the node.

Delete node

  1. Select the Domain from the orgNode

  2. Double click a node

  3. Choose Delete from the Node Menu

  4. You will be asked to confirm your choice

Delete node modal.png

Warning: This action cannot be reversed. Deleting an organization unit will also delete all of its child nodes including strategic capabilities and relationships.