The Departmental Hierarchy function presents Users with a visual representation of their organization's working hierarchy.
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Navigate to the Departmental Hierarchy Grid. Main > People > Departmental Hierarchy
Click the Add button located immediately above the Departmental Hierarchy Grid.
In the Departmental Hierarchy data entry form, Users are prompted to define the required fields: Code and Billing Group. Users can also define default GLAs, SLAs, and Incident SLAs that are triggered when a User selects the new Departmental Hierarchy level elsewhere in the application.
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Users can create Child Departmental Hierarchy levels via the Departmental Hierarchy displayed to the left of the Grid. Right-click on the Departmental Hierarchy level intended to be the Parent of the new record and select 'New Item' from the menu. Alternatively, Users can highlight the intended Parent Department Hierarchy level and press the Add button located on the Grid Toolbar above the Grid.
Once all required fields have been satisfied, click the Save New button at the bottom of the form. The new level appears on the original Departmental Hierarchy Grid as well as the Tree located immediately to its left.
Managing Departmental Hierarchy Levels
Now that a new Departmental Hierarchy level has been saved, the User can manage it or other existing levels using the Tree located immediately to the left of the People Departmental Hierarchy Grid.
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Replacing a Department Hierarchy
This button replaces all instances of a Department Hierarchy with another Department Hierarchy. This can be useful if a Department has their name changed. To use, select a Department Hierarchy to replace and click the Replace button. The Select Replacement Department dialog opens. Click on the checkbox in the Grid to select the Department that should replace the old Department. Click the Replace button
on the form. The Event is sent and a notification alerts the User when all the replacements have been made.
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