Packs

When any dataset is selected on the homescreen, packs that are available to open from that dataset are shown split across up to four sections

1. Selected Dataset: these are the Packs that were created with the selected Dataset
2. Similar Datasets: These are Packs that were created with other Datasets of the same type and containing similar properties
3. Same Dataset Type: These are packs created from the same dataset type e.g. other people datasets
4. Unknown Datasets: These are Packs that were created with a Dataset the user may no longer have access to or which have been deleted

If a Slide's configuration requires a Property that is not available in the Dataset the Pack has been opened with, then Orgvue will display "Unknown Property" wherever that Property is used

Note: Only tabs containing packs relevant to selected dataset will be displayed. Therefore, not all datasets will display the fours tabs detailed above

Pack Cards

Each available pack is displayed with a card on the homescreen which shows:

• A. Pack Name
• B. Last modified date and time
• C. Dataset Type
• D. Dataset Name

Pack Saved with a view

For any packs that have been created and saved from a View, the Pack Card displays:

• A. Dataset Type
• B. Dataset Name: Dataset from which the view was created
• C. View icon: Hovering the cursor over this will display the View name

See Views for more details on creating a View

Pack Saved with a Draft

Any packs created from Drafts may show two icons on the Pack Card if the Draft has been created from a View of a Dataset

1. View Icon: Will display View name when mouse is hovered over it
2. Draft Icon : Will display Draft name when mouse is hovered over it

Pack Saved with Active Links

When a Pack has been saved with a Dataset when Links are active, the Dataset type icon and name will appear along with the Links icon and the icon detailing the type of Dataset linked to

Hovering the mouse over the Links or Linked to Dataset icons will display the names of these Datasets

Pack Saved with similar Dataset

A Pack can be opened with any compatible Dataset or View

When a Dataset is selected, the Pack will show you the name of the Dataset and or View it was created with (scored out) above the name of the selected dataset it will be opened with

Create New Pack

To create a new pack:

1. Select the Dataset to create the pack from
2. Click on the New Pack icon to create the new Pack

3. This will open a new screen with the option to create the pack from blank or from a Template Pack

   

4. Select the template use case from the list

5. Packs matching the use case and selected dataset type will be shown
6. A pack may also be created from a blank template

Delete a pack

You can also delete any packs that you have created by:

1. Selecting the ellipsis for the required pack on homescreen
2. Selecting Delete

Direct Access link to Packs

It is possible share a direct link to a pack by copying the access link and sending this to another Orgvue user e.g. via email or Teams message

The recipient user will need to have at least Read Only access to both the Dataset and Pack for the direct link to work correctly

To share a direct link:

1. Select the ellipsis for the required pack on homescreen
2. Select the Copy access link option
3. A confirmation message will display to show that link has been copied to clipboard

This link can be pasted into an email or other messaging application and sent to the recipient to access the pack

To view a video on sharing a pack via a link click the thumbnail to open the video in a new browser tab

Save as a copy

in addition to using the menu bar within a pack Pack Save as..., It is also possible to create a copy of a pack directly from the homescreen by:

1. Selecting the ellipsis for the required pack on homescreen
2. Selecting Save as a copy
3. The Save Pack as window will open and allow the editing of the new pack name, click Save when done
4. A confirmation message will display to show that the pack has been copied
5. The new pack will be shown on the homescreen

Preview Pack

Packs may be previewed directly from the homescreen without opening

This may be useful if there are a number of similar named packs to ensure the correct one is selected

To preview a pack:

1. Select the ellipsis for the required pack
2. Select Preview
3. The preview panel will then open containing:
   • a. Pack Name
   • b. Dataset name
   • c. Created on date
   • d. Owner
   • e. Pack preview showing pack contents

Edit Pack Metadata

Pack metadata is data that provides information about the pack including:

• Pack Name
• Owner
• Role Permissions
• Tags

The metadata can be viewed and edited within settings from the Packs List

To access the Pack Metadata from the pack card on the homescreen:

1. Select the ellipsis for the required pack
2. Select Edit

This will open a new browser tab with the metadata page for selected pack