You edit organization or position hierarchies in the Organization Hierarchy Diagrammer window or the Position Hierarchy Diagrammer window.
Note: Before you can access the hierarchy diagrammers, a TCF SocketServer must be running. Your system administrator can set this up for you.
Open the Organization or Position Hierarchy window using the Diagrammer menu option. This displays a cut-down version of the Hierarchy window.
Note: To create hierarchies containing organizations from only one business group, choose the Diagrammer Local option. To include hierarchies from more than one business group, choose the Diagrammer Global option.
Query the hierarchy you want to edit. If it does not yet exist, you can create a new hierarchy by:
Choose the Open Editor button to open the Hierarchy Diagrammer window. The selected organization or position hierarchy is displayed.
The hierarchy diagrammer is divided into three regions:
The hierarchy diagram region. This displays a diagrammatic representation of an organization or position hierarchy. You use the hierarchy diagram region to graphically view, create or modify an organization or position hierarchy.
The node list region. This displays a Find block and a list of organizations or positions that you have located using the Find feature and have not yet attached to a hierarchy.
The node properties region. This displays details of the selected organization or position. Use the buttons to display further position and assignment details for the selected organization or position.