Defining a Hierarchy

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The BDI-2 Data Manager provides two hierarchy levels—top and bottom—that can be used to identify the structure of your organization. You can add additional levels between the top and bottom levels. Your hierarchy structure can have a total of 10 levels.

 

Do not use the hierarchy to name specific locations, staff members, or groups, such as Carpenter Elementary or Mrs. Smith’s Pre-K Group. (This information can be added by using the Organization Management command.) Instead, use the hierarchy to define the general structure of your organization, such as state, agency, county, city, district, school, and class.

 

To define the levels in your hierarchy, choose Hierarchy Organization > Hierarchy Management. When the hierarchy page opens, do one of the following.

To add a level to your hierarchy, click

_img18.

To remove a level you have added to your hierarchy, click

_img19 next to the level.

To edit a hierarchy label, double-click the text box. Type the new name and click

_img20.

To close the Hierarchy Management page without saving changes, click

_img21.

 

See also:

       Inserting a Level in Your Hierarchy

       Deleting a Level in Your Hierarchy