How to setup a Report Hierarchy?

Created by Pulse - Help Desk, Modified on Mon, 15 May 2023 at 07:36 PM by Akshay Singh

1. Report hierarchy setup allows you to emulate the hierarchy structure within your company. 

2.  To access this section, click on the “Administration” menu, and then click “Permissions” widget

3. Now click on the “ Report Hierarchy setup “ Tab located on the top left corner

4.  If you’re accessing this section for the first time, the “Use Hierarchy” switch will be off. You can turn it on and gain access to this section

5.  Start by creating a new level. You can click on “Add New Level”

6.  Give the Level a "Title" and then Add an optional "Description" and click “save”

7.  To create a sub-level under “Global headquarters”, you can click the “Add sub-level” button

8.  Once you’ve added the required sub levels, you can start assigning sites to these levels and sub levels

9.  If you want to assign sites to Global Headquarters, click on “Add Site” and you’ll be taken to another tab

10.  On this tab, select from one of the Sites that you’ve already added to your system

11. Select the specific site and click “Add”. You can select multiple sites and click “Add”12. You can continue to add site to all the levels and sub levels that you’ve added to the system

13. After adding sites, you can  assign managers to each level

14. To do so, click on the “Managers” button and select the users from the dropdown box

15. As you check the boxes, the users are automatically added to this site as managers

16. You can close the box and add managers to the sublevels 

17. After the setup is complete, all the inspection reports that are accessible to a specific sub level will also be accessible to the levels above the sub levels

18. If you wish to assign managers to specific site that you’ve added, you can click on “Site Detail”

19. On this page, you can assign specific managers to the site that you have for the level or sublevel

20. To add a manager, click on the “Managers” dropdown and choose from the list of users that is presented to you

21. You can check the boxes and the managers are automatically assigned to that site

22. To remove a manager that is already assigned, you can click the cross mark. 

23. Once you’re done, close the tab and the changes will be saved

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