Maintaining Hierarchies

The system enables you to define a reporting structure for each user. It is important to define a reporting structure for each user in order to follow the workflow of authorising/rejecting STR.

To define a hierarchy

  1. Access the Administration module.

  2. On the navigation pane, click the Hierarchy Maintenance link.
    The Reporting Structure screen appears.

  3. Select the user from the Select User drop-down list, for whom you want to define a hierarchy.

  4. Click the Define Reporting Structure button.
    A list of groups and/or users appears.

  5. Select the Select check box against the groups and/or users whom you want the selected user to report to.

  6. Click the Submit button.
    A message about record successfully sent for authorization appears and after authorization the record gets updated.
    Or…
    A message about successful modification of reporting structure appears on the Reporting Structure screen.