Hierarchy Definition

Detail Form: Group Definition

The Hierarchy Definition form is used to create, modify, or delete hierarchies.

You can create hierarchies that mirror your organization’s hierarchy. For example, you can create a hierarchy to show who reports to whom within your company. Each hierarchy you create is associated with a unique hierarchy name and you can create many hierarchical structures, such as supervisory assignment, data access rights, payroll hierarchies, etc.

In order to build a hierarchy, you first create a hierarchy on the Hierarchy Definition form. Next, you define the group types and levels of groups that are allowed in the hierarchy via the Group Definition form. Finally, you establish the order of the hierarchy among these groups by assigning them to parent groups via the Hierarchy Elements form.

See Also:

Hierarchy Definition Field Descriptions

Find a Hierarchy Definition

Create/Add a Hierarchy Definition

Modify a Hierarchy Definition

Delete a Hierarchy Definition

Copy a Hierarchy Definition

 

Hierarchy Definition Field Descriptions

Hierarchy Name

The identifying name of the hierarchy.

Hierarchy Type

A hierarchy type represents a context that the type can be used for.

Job Hierarchy

Organization Hierarchy

Reporting

Description

The description can be the same name as the hierarchy name, or it can be a general description of the record.

Update Date, Updated By

These fields display when the record was created or updated, and the person who created or updated the record.

 

Find a Hierarchy Definition

  1. Click Main Menu > Administration > Hierarchy > Hierarchy Definition.

  2. If the record you are searching for is not visible on the form, you can use the Hierarchy Name filter to search for the record. Click the Filter button to display the filter area.

  3. Click Find on the horizontal toolbar. The records that match your criteria will display.

 

Create/Add a Hierarchy Definition

  1. Click Main Menu > Administration > Hierarchy > Hierarchy Definition.

  2. Click Add.

  3. Enter a Hierarchy Name.

  4. Select a Hierarchy type.

  5. Enter a Description.

  6. Click Save when you are finished. In order to build your hierarchy, you must define the group types and levels of groups that are allowed in the hierarchy via the Group Definition form.

 

Modify a Hierarchy Definition

  1. Click Main Menu > Administration > Hierarchy > Hierarchy Definition.

  2. Click the hierarchy you want to modify and click Modify.

  3. Modify the necessary fields.

  4. Click Save when you are finished.

 

Delete a Hierarchy Definition

Note: You cannot delete a Hierarchy that has elements residing inside of it. You must delete the elements that reside inside the hierarchy via the Hierarchy Elements form before you can delete the Hierarchy.

  1. Click Main Menu > Administration > Hierarchy > Hierarchy Definition.

  2. Click the hierarchy you want to delete and click Delete.

  3. Click OK to confirm the action.

Copy a Hierarchy Definition

  1. Click Main Menu > Administration > Hierarchy > Hierarchy Definition.

  2. Select the hierarchy you want to duplicate and click Copy.

  3. Change the hierarchy definition as necessary and click Save.