Once the hierarchy exists you can start building it by importing a hierarchy definition, and then perform further editing in the user interface as required. ...

You create your hierarchies using the Forsta Plus Hierarchy Management functionality. To access this:1. Open Hierarchy Management.The Hierarchies page opens....

The hierarchy has a number of properties gathered on the Hierarchy Settings page. To open this page, click the Settings tab in the toolbar.The Hierarchy Sett...

Renaming a HierarchyNote: To be able to rename a hierarchy you must have Manage permission for that hierarchy.To rename a hierarchy:Open the hierarchy you wi...

To duplicate a hierarchy, follow these steps:Go to the "Design" tab. Click the gear icon at the top right.From the dropdown menu, click "Duplicate hierarchy"...

Once the hierarchy exists you can export the hierarchy definition as an .xlsx file. You can then edit the file as necessary in Excel before re-importing it...

Each node in a hierarchy can be edited independently of the other nodes, and has its own Edit menu to facilitate this - . Figure 1 - The Edit menu for a nod...

In addition to node label and node id, when running a “hierarchy only” import you can upload additional information about the hierarchy nodes by adding addit...

Editing ContactsA Professional User with “Manage” permission to the entire hierarchy will be allowed to edit contacts data. An end user with “manage” permiss...

Searching for Nodes, Contacts and End Users In the event your hierarchy is extensive, to simplify editing you can search by node label or ID, the contact det...

If you have used the Hierarchy Management tool to manage contacts assigned to the hierarchy, you can upload respondents from your contact database to a surve...