Hierarchies

Hierarchy types are defined within your system to suit your individual business requirements. Once the myosh system is setup it would be the values contained within the hierarchy that are updated over the normal course of organisational change e.g. a new site or department added under Site or Department hierarchy types.

Create a New Hierarchy Type

1. Select New Hierarchy Type.
2. Enter a Name for the New Hierarchy Type.
3. 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.
4. Enter a Weight for the Hierarchy type. A weight value is used to order the hierarchy levels. The lowest value weight is displayed first (typically 'Company').
5. 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 that should populate the hierarchy type.
6. Select Create.

Hierarchy Parents

Each hierarchy type, except the top-level hierarchy, can optionally be assigned a parent hierarchy. This is used to constrain hierarchy values in a branching manner. For example, if the Company hierarchy has values 'Company A' and 'Company B', and Company is the parent of Division, then each division must be associated with either Company A or Company B. Continuing the example, you may have 'Sales' set as a division only for Company A, in which case any records where Company is set to 'Company B', 'Sales' will not be listed as a possible Division. If both companies have a sales division, two 'Sales' values must be defined, each with their respective parent companies.

Hierarchy parents are useful to avoid the possibility of setting incorrect hierarchy values (e.g. a division that doesn't exist in a particular company) and for filtering lower tier hierarchy options down based on higher tiers, which is particularly valuable when there are large numbers of hierarchy values.

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.

1. Select the Hierarchy Level to Archive
2. Select Archive Hierarchy Type.
3. Select Yes to confirm.