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Guidelines for removal, update, replacement of items in a Hierarchy

Ben Pitts
  • Updated

Changes to Hierarchies

 

Complete replacement of Hierarchy

    • Complete replacement of the hierarchy is possible, but requires reclassifying all findings/cases that are currently classified using the existing hierarchy by Customer.

 

Moving/Adding/Renaming/Removing values within a Hierarchy:

You will be sent the current hierarchy content in the form of an Excel sheet(s). Please update and return using the following guidelines for the required action:

Note: Do not adjust any of the ID references, as these are the programmatic links to the Values in your system. Simply highlight all the necessary changes using the following colour codes:

      • Yellow: Denotes a move of the item within the hierarchy (The classification value is retained, but is resident in a different location in the Hierarchy tree).
      • Green: Denotes the addition of new hierarchy value. (Once updated the new Value will be available for use)
      • Blue: Denotes a rename of the Value (all Categorisations would be updated in the system to the new Text provided)
      • White: Denotes no change to the item (No change)
      • Red: Denotes the removal of a value from a hierarchy item. This is only possible if the value is not currently being used. In most cases this will likely prevent the value from being removed. You can either;
          • Reclassify all Cases/Findings using the value to allow removal.(Manual task performed by Customers)
          • Provide an alternative text for the value (Blue).
          • Move the Value, for example, to an 'Archived' group. To retain the historical usage, but demonstrate to Staff it's no longer relevant for use (Yellow)

 

For example using the following Hierarchy:

 

 

The following should be returned to Support in order to:

  1. Rename Level 1 'Manuals' to 'Manuals A-C'
  2. Introduce a New Level 1 'Manuals D-E', and move Level 2 'Ops Part D' Ops Part E' &  'Other' to this new Level 1 group.
  3. Delete the Option for 'Quality Manual'.
  4. Introduce a new Value for 'Compliance Manual'.
  5. Move Safety Manual to a sub value of the new 'Archived' level, as the value is in use, and therefore cannot simply be deleted
  6. No Change to 'One-Off', 'General Practice'.

 

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