How to Build a Hierarchy in Enterprise Manager

Overview

Hierarchies are used within Enterprise Manager and Net-Chef to group physical locations by concept, facilitating reporting. Let's look at a visual example:

• Top Level: Represents the overarching Corporate entity. This will always be the default top-level. 
• Middle Levels: These are logical levels used to group locations into categories, such as regions, district managers, or location types. When setting these up, consider how you would like to group locations for reporting purposes. 
• Bottom Level: These are the Physical Locations, as defined in Enterprise Manager. 

• Logical Locations: These are conceptual locations used to group locations for reporting purposes. These groups would allow users to report on 'Corporate', 'East', or 'West' location grouping
• Physical Locations: These are real locations that will be reported on. 

Create a Hierarchy

Getting Started:

1. From the Corporate menu, select Hierarchy Configuration.
2. Click the '+' icon. 
3. Enter a name for the Hierarchy Type.

Create Levels:

1. Click the Level tab.
2. Select the '+' icon to add a new level
3. Add the following details for this level: 
   • Hierarchy Level (1 is always the highest level)
   • Level Name
   • Level Description

Create Logical Locations:

1. Click the Location tab.
2. Select Level 2 from the drop-down.
3. Click the '+' icon.
4. Enter the Logical Location name.
   In this example, Level 2 represents "Store Type," so we input names such as "Restaurant" and "Commissary."
5. Select the Parent Location from the drop-down. This will determine the location of this node in the hierarchy tree. The drop-down will contain all of the entities from the level above the one being set up. 
6. Repeat these steps for each logical location you would like to add. Don't forget to change the Level drop-down if you set up more than three total levels on the previous tab. 

Create Physical Locations:

1. Select the last level from the Level drop-down menu.
2. Select the  '+' icon. This will open the Location selection pane.
3. Choose the Parent Location; these locations should appear underneath (this can be changed later if necessary). 
4. Click on the Location you would like to add.
5. Click the < to add that single location, or << to add all Locations. 

Save and Review:

• Once you've finished making your changes, don't forget to SAVE! 
• Go back to the Hierarchy tab to review your setup.

Note: The Consolidated Reports in Net-Chef and Enterprise Manager are retrieved using these Hierarchies. Also, once linked to an Application User, they can be used to determine the user's Consolidated view of the Dashboard and which locations' data they can export via Event Scheduling.

User Group Permissions

Consolidated Reports: Ensure users have the appropriate NC-Consolidated Reports user group permissions enabled so they can fully leverage the Hierarchies.