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In this section, we will explain how to determine the best structure of the recipient tree for your company, and how you should define the levels of the tree, using the Advanced method. You will follow the steps listed below to build your recipient tree:
Table 16 Advanced Method Steps
Step |
Task |
|---|---|
Step 1A |
Decide levels of the organization. |
Step 1B |
Define level codes and descriptions. |
Step 2 |
Identify the report recipients (see Basic Method Step 2). |
Step 3 |
Set standards for recipient names (see Basic Method Step 3). |
Step 4 |
Insert basic recipient information (see Basic Method Step 4). |
Parent Topic |