Difference between revisions of "Hierarchy Manager"
From IMSMA Wiki
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{{ Note | If you add a Country structure level, you will need to update Data Entry Form templates which have Country Structure widget. | {{ Note | If you add a Country structure level, you will need to update Data Entry Form templates which have Country Structure widget. | ||
}} | }} | ||
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| + | ==Edit levels==__NOEDITSECTION__ | ||
| + | To change a level name: | ||
| + | <ol> | ||
| + | <li>From the '''Customisation''' menu, select '''Hierarchy Manager'''.</li> | ||
| + | <li>In the Hierarchy Manager window, select the type of level that you would like to edit from the dropdown list.</li> | ||
| + | <li>Select the level that you would like to change.</li> | ||
| + | <li>Click the [[Image:FieldViewIcon.png]] button.</li> | ||
| + | <li>In the Hierarchy Editor window, edit the level name as needed.</li> | ||
| + | <li>Click the '''Submit''' button.</li> | ||
| + | <li>To close the Hierarchy Manager window, click the '''Done''' button.</li> | ||
| + | </ol> | ||
| + | |||
| + | {{Note | If you change a Country Structure Level Name, you will need to update Data Entry Form templates which have Country Structure widget. | ||
| + | }} | ||
| + | |||
{{NavBox HowTo Standardizing Auxiliary Data}} | {{NavBox HowTo Standardizing Auxiliary Data}} | ||
[[Category:DSA]] | [[Category:DSA]] | ||
Revision as of 15:19, 3 June 2014
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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. |
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