Using the Hierarchy Workbench Appendix – Integration with Assets, Locations, and Organizations 7 - 1

Appendix – Integration with Assets, Locations, and Organizations 7 - 2 Objectives After completing this lesson, you should be able to: View Site Hierarchies Create Site hierarchies Associate nodes and sites to hierarchies Compare Site hierarchies Please refer to the additional guide for labs and demos for this lesson. Appendix – Integration with Assets, Locations, and Organizations 7 - 2

Appendix – Integration with Assets, Locations, and Organizations 7 - 3 Agenda Overview of the Hierarchies Workbench Setting up Site Hierarchies Editing Site Hierarchies Compare Hierarchies Summary Appendix – Integration with Assets, Locations, and Organizations 7 - 3

Overview of Hierarchies Workbench The hierarchy workbench is a easy to use rich UI for performing all site hierarchy related tasks. The hierarchies workbench could be used for Viewing Site Hierarchies Manipulating Site Hierarchies Comparing Hierarchies side by side A hierarchy is a classification of relationships, grouped at several levels. This grouping is used in maintenance, analysis, and site decisions. Appendix – Integration with Assets, Locations, and Organizations 7 - 4

Setting Up Site Hierarchies Corporate Hierarchy West East South Site Hierarchies can be set up using the hierarchies workbench Add nodes and sites to the root Manipulate the node to node, node to site and site to site relationships Define relationship rules Appendix – Integration with Assets, Locations, and Organizations 7 - 5

Editing Site Hierarchies You can edit a hierarchy structure, by: Moving position of sites and nodes Deleting sites and nodes Add new nodes and sites Copy one hierarchy structure to another Setting Up Site Hierarchies When you define a hierarchy, you add nodes to the tree structure. Hierarchies consist of top level nodes, and child nodes. The child node can be either a node of the hierarchy, or the sites attached to the hierarchy. Site Hub enables you to: Update existing nodes by changing name and description Add additional nodes to the hierarchy Copy portions of the node structure to other areas of the hierarchy Delete nodes from the hierarchy Move nodes within the hierarchy Site Hub User Role – Managing Sites 6 - 6

Comparing Site Hierarchies Hierarchies Workbench enables you to compare site hierarchies side by side. Information displayed can aid in examining and comparing hierarchy alignment Comparing Site Records Select records from either the Simple Search or Advanced Search pages for comparing sites: Select at least two sites, and up to 5 site records Choose Compare in the Select Site box to display the View Comparisons page. Appendix – Integration with Assets, Locations, and Organizations 7 - 7

Appendix – Integration with Assets, Locations, and Organizations 7 - 8 Summary In this module, you should have learned how to: Use the Hierarchies Workbench Create new site hierarchies Edit/Update existing hierarchies Compare site hierarchies Appendix – Integration with Assets, Locations, and Organizations 7 - 8