Hierarchy Manager

Revision as of 15:19, 3 June 2014 by Alnaucler (talk | contribs)
New 6.0.png 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

  1. From the Customisation menu, select Hierarchy Manager.
  2. The Hierarchy Manager window displays.

Hierarchy Manager

Hierarchy Manager

  1. Select the type of level from the dropdown.
  2. Click the FieldTemplateIcon.png button.
  3. The Hierarchy Editor window displays.

    Hierarchy Editor

    Hierarchy Editor

  4. Enter the name of the level.
  5. Click the Submit button.
  6. The Hierarchy Manager window displays the level that you added.

    Note.jpg It is not possible to add levels between existing levels.
  7. To add additional levels, repeat steps 3 - 5.
  8. When you have completed adding levels, click the Done button.
Note.jpg 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:

  1. From the Customisation menu, select Hierarchy Manager.
  2. In the Hierarchy Manager window, select the type of level that you would like to edit from the dropdown list.
  3. Select the level that you would like to change.
  4. Click the FieldViewIcon.png button.
  5. In the Hierarchy Editor window, edit the level name as needed.
  6. Click the Submit button.
  7. To close the Hierarchy Manager window, click the Done button.
Note.jpg If you change a Country Structure Level Name, you will need to update Data Entry Form templates which have Country Structure widget.