Hierarchy Manager

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. In the Customisation menu → Hierarchy Manager.


Hierarchy Manager

2. Select the type of level from the dropdown.
3. Click the button.


Hierarchy Editor

4. Enter the name of the level.
5. Click the Submit button.

The Hierarchy Manager window displays the level that you added.

It is not possible to add levels between existing levels.

6. To add additional levels, repeat steps 3 - 5.
7. When you have completed adding levels, click the Done button.

If you add a Country structure level, you will need to update Data Entry Form templates which have Country Structure widget.

Edit levels

1. In the Customisation menu → 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 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.

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.

1. In the Customisation menu → Hierarchy Manager.
2. In the Hierarchy Manager window, select the type of level that you like to delete from the dropdown list.
3. 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.

4. Click the button.

The Verify Deletion window displays a confirmation message.

5. To delete the level, click the Yes button.

   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. To close the Hierarchy Manager window, click the Done button.

6. 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.