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Manual editing

Manual editing

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.

Openning the nodeMenu

  • Select the Domain from the orgNode

  • Right click any node to display the Node Menu

Node menu.png

Copy node

  • Choose Copy

  • Select the Organization unit where you want to copy the node.

  • Paste (not Copy) is displayed when a node is in the copy buffer.

Node menu (1).png

  1. Click Paste. Adds copied node as child.

The node will be copied into the selected organization unit.

 

Further tasks

  1. Add an animation to display the clicked action has occurred.

  2. Required fields to be added

  3. Rejig coverage rate

Add node

Selecting the node

  1. Choose Add from the nodeMenu

Adding data

  1. Select domain from dropdown

  2. Click a field to add content

  • Each domain has required fields, for example orgUnitTitle.

image-20250712-235447.png

Saving changes

Add Save and cancel buttons at the top of the metadata dropdown.

image-20250712-235734.png

  1. Select Save at the top of the dropdown

  2. The new node will be displayed in the mindmap

Edit node

  1. Select a node

    1. Click edit in the Node menu (The Title or orgUnitTitle will open for editing OR

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

  2. Make your changes

  3. Select Save at the top of the dropdown (Same buttons for Add)

image-20250510-011609.png

Move

To move an orgNode or orgUnitNode

  1. Drag a selected node onto another orgNode in the mindmap.

  2. The nodeMenu opens

  3. Click Move to confirm the move

  4. If an orgNode, all child nodes will also be moved.

Move node modal.png

Merge

To move an orgNode or orgUnitNode

  1. Drag a selected orgNode onto another orgNode in the mindmap OR

  2. Drag a selected domainNode onto another domainNode in the mindmap

  3. The nodeMenu opens

  4. Click Merge to confirm the move

Merging data in Orthogramic can also be done manually. See: Merging

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

image-20250510-030731.png

  1. A list of archived nodes will be displayed

image-20250510-030921.png

  1. Select the node to Un-Archive

image-20250510-031122.png

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.

 

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