Difference between revisions of "Hierarchy Manager"
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* Needs classifications | * Needs classifications | ||
− | + | {| class="wikitable" | |
+ | ! Type | ||
+ | ! Maximum number of levels | ||
+ | |- | ||
+ | | Assistance | ||
+ | | align="center" | 10 | ||
+ | |- | ||
+ | | Cause | ||
+ | | align="center" | 10 | ||
+ | |- | ||
+ | | Country structure | ||
+ | | align="center" | 7 | ||
+ | |- | ||
+ | | Needs | ||
+ | | align="center" | 10 | ||
+ | |} | ||
+ | |||
+ | ==Add levels==__NOEDITSECTION__ | ||
<ol> | <ol> | ||
− | <li> | + | <li>In the '''Customisation''' menu → '''Hierarchy Manager'''.</li> |
− | |||
− | |||
− | [[Image:Hierarchy_Manager.png|center|''Hierarchy Manager'']] | + | [[Image:Hierarchy_Manager.png|300px |center|''Hierarchy Manager'']] |
<div align="center"> | <div align="center"> | ||
''Hierarchy Manager'' | ''Hierarchy Manager'' | ||
</div> | </div> | ||
− | + | <li>Select the type of level from the drop-down list.</li> | |
− | <li>Select the type of level from the | ||
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li> | <li>Click the [[Image:FieldTemplateIcon.png]] button.</li> | ||
− | |||
− | [[Image:UserManual CountryStructureLevelEditor.png|center|''Hierarchy Editor'']] | + | [[Image:UserManual CountryStructureLevelEditor.png|300px|center|''Hierarchy Editor'']] |
<div align="center"> | <div align="center"> | ||
''Hierarchy Editor'' | ''Hierarchy Editor'' | ||
Line 30: | Line 43: | ||
<li>Enter the name of the level.</li> | <li>Enter the name of the level.</li> | ||
<li>Click the '''Submit''' button.</li> | <li>Click the '''Submit''' button.</li> | ||
− | + | The Hierarchy Manager window displays the level that you added. | |
{{Note | It is not possible to add levels between existing levels. }} | {{Note | It is not possible to add levels between existing levels. }} | ||
− | <li>To add additional | + | <li>To add additional levels, repeat steps 3 - 5.</li> |
+ | |||
+ | <li>When you have completed adding levels, click the '''Done''' button.</li> | ||
</ol> | </ol> | ||
− | { 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. |
}} | }} | ||
− | + | ||
− | + | ==Edit levels==__NOEDITSECTION__ | |
− | + | <ol> | |
− | + | <li>In the '''Customisation''' menu → '''Hierarchy Manager'''.</li> | |
− | + | <li>In the Hierarchy Manager window, select the type of level that you would like to edit from the drop-down 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> | |
− | | Country | + | </ol> |
− | + | ||
− | + | {{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. | ||
+ | |||
+ | <ol> | ||
+ | <li>In the '''Customisation''' menu → '''Hierarchy Manager'''.</li> | ||
+ | <li>In the Hierarchy Manager window, select the type of level that you like to delete from the drop-down list.</li> | ||
+ | <li>Select the level that you would like to delete.</li> | ||
+ | |||
+ | {{Note | The [[Image:EcksButton.png]] button will not become enabled if you select a level that is not the lowest level. | ||
+ | }} | ||
+ | |||
+ | <li>Click the [[Image:EcksButton.png]] button.</li> | ||
+ | The Verify Deletion window displays a confirmation message. | ||
+ | <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. | ||
+ | <li>To close the Hierarchy Manager window, click the '''Done''' button.</li> | ||
}} | }} | ||
+ | |||
+ | <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. }} | ||
+ | |||
+ | {{NavBox HowTo Standardizing Auxiliary Data}} | ||
+ | |||
+ | [[Category:NAA]] |
Latest revision as of 12:10, 7 October 2017
![]() |
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
- In the Customisation menu → Hierarchy Manager.
- Select the type of level from the drop-down list.
- 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.
Hierarchy Manager
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
- In the Customisation menu → Hierarchy Manager.
- In the Hierarchy Manager window, select the type of level that you would like to edit from the drop-down 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.
- In the Customisation menu → Hierarchy Manager.
- In the Hierarchy Manager window, select the type of level that you like to delete from the drop-down list.
- Select the level that you would like to delete.
- Click the
button.
- To delete the level, click the Yes button.
- Click the Done button.
![]() |
The ![]() |
The Verify Deletion window displays a confirmation message.
![]() |
If you delete a Country structure level, you will need to update Data Entry Form templates that have Country Structure widget. |
|