Hierarchies
How to create and manage hierarchy types and their values within myosh.
Hierarchy types are defined within a system to suit individual business requirements. Once the myosh system is setup it would be the values contained within the hierarchy that are updated e.g. a new site or department.
Create a New Hierarchy Type
- Select New Hierarchy Type.
- Enter a Name for the New Hierarchy Type.
- Select the checkbox if it Depends on parent. The parent is assumed to be the value with the next lowest weight. If the current hierarchy type has a weight of 5, the hierarchy type with a weight of 4 will be the parent.
- Enter a Weight for the Hierarchy type. A weight value is used to order the hierarchy levels. The lowest value weight is displayed first.
- Select New Value to define the values with the hierarchy level. a. Enter the name of the hierarchy level value b. Select OK. c. Repeat step 5 for all hierarchy values contained within the level.
- Select Create.
Archive a Hierarchy Type
If a level of the hierarchy is no longer required it can be archived. Once archived it will no longer be visible in new records that contain a hierarchy section.
- Select the Hierarchy Level to Archive
- Select Archive Hierarchy Type.
- Select Yes to confirm.
Version: 1
Importing Data
Comprehensive guide on how to import data into myosh modules using Excel templates, including steps for downloading templates, handling notifications, and managing settings during the import process.
Groups
Overview of user roles (User, Power User, Admin) and their permissions across modules and functions.