Basic Method

Using the Basic method for building the recipient tree, you can quickly insert information about your users into a supplied recipient tree structure. In this section, we will review the supplied tree and the parameters that we suggest you define during this phase.

We will use a four-step guide to explain how to define users into the recipient tree:

1. Review the levels of the recipient tree.
2. Identify the report recipients.
3. Set standards for recipient names.
4. Insert basic recipient information.