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Step 1 Review the Levels of the Recipient Tree

Use the Online facility to access the recipient tree. Select Option T in the IOA Primary Option menu. The Recipient Tree entry panel is displayed (see below):

Recipient Tree Entry Panel

-------------------- IOA RECIPIENT TREE - ENTRY PANEL ----------------------(T)

COMMAND ===>

SPECIFY LIBRARY NAME AND MEMBER (TREE) NAME

   LIBRARY ===> CTDP.PROD.PARM

   MEMBER  ===> CTDTREE                      BROWSE Y (Y/N)

        LEVEL 10       OPERATIONS            ===>

              15       PRESIDENT             ===>

              20       REGNL-MGMT            ===>

              25       REG                   ===>

              30       BRANCH-DEPT           ===>

              40       BRANCH-DEPT           ===>

              50       DIVISION              ===>

              55       DEPARTMENT            ===>

              60       SECTION               ===>

              80       WORKERS               ===>

              90       CD-CONTROL            ===>

              95       OP-USER               ===>

FOR DIRECT ACCESS FILL IN RECIPIENT NAME IN APPROPRIATE LEVEL          11.03.10

Supplied Tree Structure

Displayed above is the supplied tree structure that you will use for defining information about your recipients. It is created as part of the normal installation procedures of Control-D.

On the screen, you see a two-digit level code and a description of the level. It is into these levels that you will insert your recipient details.

Normally, the higher up in the tree you insert a recipient, the greater the authority of the recipient will be, especially for online viewing purposes. Please note that an unlimited number of recipients may share a level.

There are eleven possible levels into which you can insert information about your recipients. You will probably not want to use all the defined levels. You can decide what levels are appropriate during Step 2, when you identify the report recipients of your pilot application.

Administration Levels

Three of the levels have been defined specifically for administration purposes, as follows:

Table 12 Administration Levels in Recipient Tree Entry Panel

Level Code

Level Title

10

OPERATIONS

90

CD-CONTROL

95

OP-USER

You should insert administration users into these levels (as detailed in Step 4).

Parent Topic

Basic Method