Hierarchy Configuration

The Hierarchy Configuration screen is used to group together certain physical locations and segregate them from other physical locations for reporting purposes. For example, if the company is a national restaurant chain divided into six regions, setting up the hierarchy configuration allows each regional manager to view revenue, cost and consumption data (reports) only for the stores in his or her region.  {Franchise Note}Closed: Franchisees will be allowed to define their own hierarchies, using only their own locations. Franchisors will only see their own hierarchies but can add ANY location. If a location's franchise entity is changed, it will be removed from hierarchies belonging to the former franchisee.

 

  1. Under the Corporate menu, select Hierarchy Configuration.
  1. To define a new Hierarchy, click the Plus (Add) icon.
  2. Enter a name for the Hierarchy Type.
  1. Click the Level tab to set up levels for the hierarchy.
  1. Click the Plus (Add) icon to insert a row for the next level.
  2. Enter the Level Name and Level Description.
  3. Repeat steps 5 & 6 for each level to be added.
  4. To rearrange the order of the hierarchy levels, edit the numbers in the Hierarchy Level column using decimal values to insert a level between two other levels. (Note that the Hierarchy Level cannot be edited for Level 1.)

Now that the hierarchy levels have been set up, the next step is to define the actual entities of the company that make up each level. For example, if one of the levels is "Region," the name of each of the regions such as "Northeast" and "Southeast," need to be entered.

  1. Click the Location tab.
  1. Select a Level from the drop-down, then click the Plus (Add) icon.
  2. All levels except the lowest are referred to as "logical locations".  Enter the Logical Location and select the Parent Location from the drop-down. The drop-down will contain all of the entities from the level above the one being set up. For example, if Level 2 is Region and Level 3 is Location, when setting up a location, the region it is in needs to be identified.  
  3. Click the Disk (Save) icon or click off of the row.
  4. Repeat steps 10 - 12 for each Logical Location.
  5. The lowest level of the hierarchy is made up of "physical locations" from the Locations screen. Click the Plus (Add) icon to link the actual physical locations to a logical location. The Add Hierarchy Details selection panel will open on the right.
  1. Select the appropriate Parent Location from the drop-down.
  2. Click to select the appropriate location(s) from the list on the right. To select more than one, press and hold the CTRL key when clicking. If necessary, use the Funnel (Filters) icon to filter the list.
  3. Click the < icon to add the selected location (s) or click the [<|] icon to add all. If necessary, you can click on a location row on the left and click the Trash Can (Delete) icon to remove it.
  4. Repeat steps 15-17 for each Parent Location.
  5. When finished, click the X (Close) or > (Collapse) icon in the selection panel to close/collapse it.
    If you collapse the panel, you can use the < (Expand) icon to reopen it.
  6. To see the complete list of the hierarchy locations, select All from the Level drop-down.
  1. As the hierarchy is built, it can be viewed in the tree structure on the Hierarchy tab.
  1. When finished, click the Disk (Save) icon, then click the X (Close) icon to return to the summary screen.

 

 

Note: The Consolidated Reports in Net-Chef and two of the reports in EM Web are retrieved using these hierarchies. Also, once linked to an Application User, they can be used to determine the user's Consolidated view of the Dashboard and which location's data they can export via Scheduled Exports.

 

 

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