Hierarchy Manager
From IMSMA Wiki
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 level:
- 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 button will not become enabled if you select a level that is not the lowest level. |
- 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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