COI Hierarchy Maintenance Overview

 

Supervisors, Delegates, and Super Users will have access to the Hierarchy Maintenance page. The purpose of this page is to allow the Supervisor to view his or her direct reports.

 

When a Supervisor clicks on the Hierarchy Maintenance tab the search grid will be populated with all of the people within his or her reporting tree.   However, when a Delegate or Super User clicks on this tab the search grid will be blank.  The Delegate or Super User will have to ‘Impersonate’ a Supervisor to populate the grid.  The Delegate only has the ability to impersonate Supervisors for which he / she is a Delegate for, where a Super User can impersonate any Supervisor.

 

The search fields allow the Supervisor, Delegate, or Super User to search for individuals within the reporting tree by Last Name, First Name, or User Name.  All information is read only and cannot be modified by the Supervisor.  Only the Super User will have the ability to change or remove a user.  The Delegate or Super User will also have access to the ‘Find Supervisors’ and ‘Impersonate’ buttons.  Once the Delegate impersonates a Supervisor, he or she will be able to view the direct reports of that Supervisor.  Once the Super User impersonates a Supervisor, he or she will also be able to add new users to that Supervisor (see details below).

 

The following columns appear in the search results grid:  Name, User Name, Role, Outside Trustee and Remove.  The Super Users will also get an Action column.  The Name and User name columns can be sorted by clicking on the column header title link.  The arrow indicates the screen is sorted to that column in either ascending or descending order.  The default sort order of the data is ascending Name (Last Name, First Name).

 

The page displays 20 records per page.  If a user has access to more than 20 records, the paging links located at the top right or bottom right of the grid (First Page | Previous Page | Next Page | Last Page) will allow the user to scroll through all records.

 

Hierarchy Maintenance Screenshot for a Supervisor

 

 

 

 

Main Screen Elements

Column Name

Description

Search Elements

 

Last Name

Last Name

First Name

First Name

User Name

Partners Logon ID

Grid Elements

 

Name

Name of the Individual

User Name

Individual’s Partners Logon ID

Role

This field is used for reporting purposes.  The current roles are:

  • President

  • Chief / Chair

  • Unit / Division Chief

  • Admin Supervisor

  • Member

  • Chairperson

  • Other

Outside Trustee

Once a Super User clicks ‘edit’ in the Action column, he or she can check this box.  This is where you set the person to be a Trustee so that they will receive the Trustee questionnaires instead of the Individual / Employee questionnaires. 

Remove

Once a Super User clicks ‘edit’ in the Action column, he or she can check this box.  Checking this box and hitting save on the Action column will delete this individual.  A Supervisor can only see this column, and a Super User can check this box once the edit link is clicked under the Action column.

Action

Only appears for Super Users. Click Edit to allow the updating of the Role, the Outside Trustee to Y or N, and allows the Remove checkbox to be clicked.  Once updates are made, click Save or Cancel under the Action column to reflect the changes.

 

Hierarchy Maintenance for a Super User

 

The Add Users button will appear at the bottom left of the grid for a Super User who has “Impersonated” a Supervisor. The Add Users button will allow the Super User to search by Last Name, First Name, and User Name. The results will display a list of names that can be added to the hierarchy.  The Super User also has the option to remove an individual from a Supervisor’s hierarchy.  (NOTE:  Searching for names without impersonating a Supervisor will not bring back results.  The Supervisor Summary Page can be used to search for an individual without regard for their Supervisor.)

 

Screenshot for Super User Maintenance

In the example below we see a Super User, Laura Marhoefer, has logged on and impersonated a Supervisor, Lisa McAnulty.  Super User Laura Marhoefer has clicked the edit link under the Action column for a user, Jared Lamb. Laura is now able to change Jared’s Role, change the Outside Trustee indicator, or remove him from the grid.  Laura will now update her changes by clicking the Save or Cancel link under the Action column.

 

 

Screenshots for Super User – Add Users

 

Additionally, the Super User can add a new user to the hierarchy through a two-step process.  First the Super User adds the new user to the working list and then adds them to the hierarchy. 

 

In the examples outlined below, Super User Laura Marhoefer will Add Miriam Speert to Supervisor Lisa McAnulty’s hierarchy.  Clicking the ‘Add Users’ button at the bottom of the page (see button in screenshot above) will take you to the following search page:

 

Enter search criteria, Last Name “Speert”, (if you are searching for an external user that you just added, check the Include External People box), and click the search button.  This brings you to the following page:

 

 

 

Click the select check box (as shown in the screenshot above) and click ‘Add to List’ which will add Miriam Speert to a working list.  The Super User can search and select for as many individuals as necessary and keep adding them to the “working list”.  In the example below, Dennis Mirvoda has also been added to the working list.  Once all individuals are added to the working list, they can be added to the hierarchy.  To add them to the hierarchy, click the select box for Miriam Speert and Dennis Mirvoda (as shown in the screenshot below), and then click Add to Hierarchy.  Both Miriam and Dennis will be added to Supervisor Lisa McAnulty’s grid.