Introduction

The Forsta Hierarchy Management module provides an easy-to-use interface for building, verifying, updating, and maintaining hierarchies so your Voice of Customer, Voice of Employee, and/or Market Research programs can produce the highest quality results. This document is intended for the End User - the person who may be given access to review and update the hierarchies (or parts of the hierarchies, relative to their responsibilities) that are created and maintained by the administrator. This is a reduced set of information that covers only the functionality available to the end user. Note that separate documentation is available for the administrator.

Audit Log

All operations on the hierarchy and contacts are logged in an audit log. As a user with access to the entire hierarchy, you can export this audit log to an Excel™ file.

In the hierarchy Design page, click on the cog wheel for the hierarchy and select Export log - .

Figure 1 - Exporting the audit log

An “Open or save...” message box opens across the bottom of the window; proceed as appropriate.