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Step 1A Decide the Levels of the Organization

The structure of the tree can take many shapes, depending on the organization of your company. In this step you will analyze how your company is structured and into what levels the company splits. Recipients are inserted into the tree at the levels that you determine. We recommend that you create the tree in a hierarchical format. This will provide many benefits that will be explained as you progress with your implementation.

It may be that a hierarchical structure does not suit your organization, and that it makes sense for you to have all recipients on one level. This type of structure may suit sites whose recipients are application programmers working individually or in groups.

Example 1 - Flat Tree (2 Levels)

Example 2 - Hierarchical Tree (7 Levels)

Identify the Levels of the Company

You should now analyze the structure of your company and outline the levels of your organization. Perhaps there are organizational charts that can assist you. You can define up to 15 levels for the tree. On average, most companies define around 6 levels. Please use the form below (use a top down approach that is, level 1 is the top level):

Table 17 Identifying Company Levels

Level

Your Entry

Level 1

Reserved for Administration

Level 2

 

Level 3

 

Level 4

 

Level 5

 

Level 6

 

Level 7

 

Level 8

 

Level 9

 

Level 10

Reserved for Administration

Level 11

Reserved for Administration

Level 12

Reserved for Administration

Advantages of Hierarchical Structure

Some of the advantages associated with a hierarchical tree structure are as follows:

Table 18 Advantages of Hierarchical Structure

Operation

Advantage

Decollating Advantages

In our report decollating missions, we can use the hierarchical structure to employ some advanced decollating techniques for distribution. These will be explained in Phase 3.

Printing Advantages

Using the hierarchical structure, we can simplify the specifications in our printing missions. For example, by specifying an INCLUDE for a single recipient at a high level of the tree, all reports for the recipients underneath the high-level recipient (that is, connected by the PARENT relationship) are included (by default) in one print bundle. This is useful for recipients located at the same physical delivery point.

Online Viewing Advantages

Using the hierarchical structure, if we authorize a user at a particular level in the tree, the user can then view (by default) the reports of all recipients connected by the relationship in which the recipient is the PARENT). For example, a department manager may be allowed to view all the reports of the entire department, but users lower down in the tree can only view reports directed specifically to them or their children.

Parent Topic

Advanced Method