Difference between revisions of "Hierarchy Manager"
From IMSMA Wiki
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{{Note | If you change a Country Structure Level Name, you will need to update Data Entry Form templates which have Country Structure widget. | {{Note | If you change a Country Structure Level Name, you will need to update Data Entry Form templates which have Country Structure widget. | ||
| + | }} | ||
| + | |||
| + | ==Delete levels==__NOEDITSECTION__ | ||
| + | levels can only be deleted under two conditions: | ||
| + | *The level does not have any data associated with it. | ||
| + | *The level itself does not have any lower levels associated with it. | ||
| + | |||
| + | To delete a evel: | ||
| + | <ol> | ||
| + | <li>From the '''Customisation''' menu, select '''Hierarchy Manager'''.</li> | ||
| + | <li>In the Hierarchy Manager window, select the type of level that you like to delete from the dropdown list.</li> | ||
| + | <li>Select the level that you would like to delete.</li> | ||
| + | </ol> | ||
| + | |||
| + | {{Note | The [[Image:EcksButton.png]] button will not become enabled if you select a level that is not the lowest level. | ||
| + | }} | ||
| + | |||
| + | <ol start="4"> | ||
| + | <li>Click the [[Image:EcksButton.png]] button.</li> | ||
| + | The Verify Deletion window displays a confirmation message. | ||
| + | <li>Do one of the following:</li> | ||
| + | *To delete the level, click the '''Yes''' button. | ||
| + | |||
| + | {{Note | The following message indicates that data is associated with the level that you are trying to delete. | ||
| + | :The level cannot be deleted because auxiliary data is associated with this level. | ||
| + | Click the '''OK''' button. | ||
| + | }} | ||
| + | |||
| + | *To cancel the delete operation, click the '''No''' button. </ol> | ||
| + | <ol start="6"> | ||
| + | <li>Click the '''Done''' button.</li> | ||
| + | </ol> | ||
| + | |||
| + | {{Note | If you delete a Country structure level, you will need to update Data Entry Form templates that have Country Structure widget. | ||
}} | }} | ||
Revision as of 15:36, 3 June 2014
| |
All different levels are handled by the Hierarchy Manager in the Customisation menu |
There are four different Auxiliary data that are using levels:
- Assistance classification
- Cause classification
- Country structure
- Needs classifications
| Type | Maximum number of levels |
|---|---|
| Assistance | 10 |
| Cause | 10 |
| Country structure | 7 |
| Needs | 10 |
Add levels
- From the Customisation menu, select Hierarchy Manager.
The Hierarchy Manager window displays.
Hierarchy Manager
- Select the type of level from the dropdown.
- Click the
button. - Enter the name of the level.
- Click the Submit button.
- To add additional levels, repeat steps 3 - 5.
- When you have completed adding levels, click the Done button.
The Hierarchy Editor window displays.
Hierarchy Editor
The Hierarchy Manager window displays the level that you added.
| |
It is not possible to add levels between existing levels. |
| |
If you add a Country structure level, you will need to update Data Entry Form templates which have Country Structure widget. |
Edit levels
To change a level name:
- From the Customisation menu, select Hierarchy Manager.
- In the Hierarchy Manager window, select the type of level that you would like to edit from the dropdown list.
- Select the level that you would like to change.
- Click the
button. - In the Hierarchy Editor window, edit the level name as needed.
- Click the Submit button.
- To close the Hierarchy Manager window, click the Done button.
| |
If you change a Country Structure Level Name, you will need to update Data Entry Form templates which have Country Structure widget. |
Delete levels
levels can only be deleted under two conditions:
- The level does not have any data associated with it.
- The level itself does not have any lower levels associated with it.
To delete a evel:
- From the Customisation menu, select Hierarchy Manager.
- In the Hierarchy Manager window, select the type of level that you like to delete from the dropdown list.
- Select the level that you would like to delete.
| |
The |
- Click the
button. - Do one of the following:
- To delete the level, click the Yes button.
- To cancel the delete operation, click the No button.
The Verify Deletion window displays a confirmation message.
- Click the Done button.
| |
If you delete a Country structure level, you will need to update Data Entry Form templates that have Country Structure widget. |
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