Custom Hierarchies

Owned by amani imtiyas
Last updated: Feb 01, 2024
5 min read

This article contains:

1. Overview

The Custom Hierarchies function allows defining multiple hierarchy trees with any number of levels in each hierarchy.

From the top navigation bar, click on the Strategy Navigation icon and you can see 'Custom Hierarchies'.

Figure 1.1

This is an optional feature which can be activated or deactivated by CAMMS upon request. A cost may be associated with activation.

Please contact the CAMMS Helpdesk for more information.

2. Custom Hierarchy Security Matrix

Custom Hierarchy Area

Administrator

Strategic Planner

Responsible officer for a  certain Action

Custom Hierarchy Area

Administrator

Strategic Planner

Responsible officer for a  certain Action

Hierarchy Configuration

C, R, U, D

R

R

Custom Hierarchy

C, R, U, D

C, R, U, D

R

Custom Hierarchy linking within Action Detail Area

C, R, U, D

C, R, U, D

R, U

 Legend

C

Create

R

Read

U

Update

D

Delete

3. Hierarchy Configuration 

The Hierarchy Configuration area allows System Administrators to configure their own custom hierarchies with any number of levels in each hierarchy without being restricted to the standard hierarchies provided by the system.

3.1 Hierarchy Tab

You can create a new hierarchy or edit the existing hierarchy details using this tab.

3.2 Adding a New Hierarchy

Define the name, description, and type for the hierarchy under the relevant columns.

Figure 3.2.1

Field

Description/Instructions

Field

Description/Instructions

Hierarchy Name

Define a title for the new custom hierarchy.

Hierarchy Description

A brief description of the hierarchy.

Hierarchy Type

Select the hierarchy type from the dropdown list (Custom Organisation/Custom Planning/Custom Human Resource/ Geographic).

Once you have completed the above steps, click on the Add button to create the hierarchy.

3.3 Editing Existing Hierarchy

In order to edit a certain hierarchy, select the Edit option, amend the name and description accordingly and click on the Update button.

3.4 Hierarchy Level Tab

You can define the number of levels along with the level name and description under this tab.

  • STEP 1: Select the relevant Hierarchy from the dropdown list.

  • STEP 2: Define the level names and descriptions according to the number of levels you require. Each and every level needs to be added using the Add button.

  • STEP 3: Once you add a level, you will see a properties icon added to that row under the property's column. Click on the Properties icon to see a popup window with the properties list in which you can Add/Modify component properties accordingly. Items can be dragged and dropped from the 'Property List' panel on the left-hand side to the 'Properties Selected' area on the right-hand side.

 

The following custom property fields can be added:

  • Custom Text Fields (50): Text box.

  • Custom Date Fields (10): Date selector.

  • Custom Traffic Lights (10): Dropdown list.

  • Custom Dropdowns (10): Dropdown list.

  • Custom Section Headers (20): Section header.

  • Custom Sectional Descriptions (35): Sectional description.

  • Custom URL (1): URL.

  • Custom Attachment (1): Attachment.

Administrators can also modify the default settings of the properties selected for a particular component by clicking on the Edit button, edit details and click Update. Or remove a component by clicking on the Delete button.

4. Hierarchy

Hierarchy area allows you to create the hierarchy tree structure with the components selected from hierarchy configuration step which we looked at.

  • You can navigate to this area through Custom Hierarchies > Hierarchy.

  • Once you select the hierarchy from the dropdown menu given on the top right corner, you can click on the hierarchy nodes and Add the Title and other required components to create the hierarchy tree structure.

  • You can add the required number of units under each level using the 'New Child Unit' option displayed under the specific level. However, you cannot amend the number of levels using this page.

  • Each time you click on the arrow shown next to a hierarchy node, the units under that specific level will be displayed in a tree structure. If you wish to add a unit to the level, you can click on the New Child Unit label and continue adding the details requested.

  • Clicking on a node will display fields that provide the option to move the node or edit the title of the node. 

5. Linking to Actions

You can link actions to your Hierarchy through the 'Links' tab within the action menu. This can be accessed via Quick Navigation, expanding an action and then clicking on the title of the relevant action. 

5.1 Action Menu

6. Linking Hierarchy Nodes

  • STEP 1: Click on the Add button and a new popup window where you can select a hierarchy will open.

  • STEP 2: Select the hierarchy you want to link the action to, from the Hierarchy dropdown list. The hierarchy will be populated below the dropdown list.

  • STEP 3: Click on the hierarchy node that you wish to link and click Select. The hierarchy link will be displayed in the list.

Note: To display custom hierarchies in Action detail 'links' page, at least one node should be added for the last level of the hierarchy.

7. Hierarchy Navigation Pad

Using this navigation pad you can navigate through the nodes and actions which are linked to the custom hierarchies.

  • STEP 1: Go to Custom Hierarchies > Hierarchy Navigation Pad.

  • STEP 2: Select the Hierarchy from the dropdown list available on the left side of the panel.

  • STEP 3: Navigate through the nodes and actions of the specific hierarchy.