Hierarchy

Main hierarchy

The relation to other agents is shown in the hierarchy. For an introduction see a short video .

Every agent can have one main superior agent. To set this superior agent click on the button. To remove the superior agent click on the button. To change to another agent in the hierarchy, select it and click on the button.

The address of an agent e.g. used by other modules will be replenished with the addresses of all superior agents (for further details see topic Contact). If an entry in the main hierarchy is changed or removed you will be asked of this information should be transferred into to other hierarchies, so the information about e.g. previous employments is not lost.

If the hierarchy contains a loop, a corresponding message will be shown and the tree will contain the current dataset twice (see below). To remove the loop, click on the button in the dataset where the relation to the upper dataset should be removed.

Other hierarchies

For other hierarchies, e.g. previous employments, you can add entries in the Other hierarchy part as shown below.

Use the and buttons to add resp. delete other hierarchies. The  button will open a window where you can search within the database for the parent agent you want to select. After you selected the agent where the current agent should be included into the depending data, click OK to close the window. Select the new parent in the list to see the current agent within the main hierarchy of the parent agent. The items shown in the tree are restricted to the main hierarchy of the parent agent and the current agent and do not include other items of other hierarchies. A parent for the other hierarchies may be included several times, e.g. to document several employments but in will be shown in the tree only once for every parent (see image above).

The other hierarchies are NOT visible outside the current agent. So in the example above, the parent defined in the other hierarchy will NOT show this entry in the hierarchy of the parent (see image below).

Use the button to set a selected entry in the other hierarchies as the main hierarchical entry. If a parent for main hierarchy is defined, it will be transferred into the other hierarchies. The selected entry from the other hierarchies will be removed unless there are entries in the details, e.g. Notes.

Use the button to change to an agent selected in the tree. The hierachies will display entries from projects where you have no access as well. If you want to change to a dataset using the button where you have no access you will get the message You have not the proper rights to access this dataset.  

All hierarchies

A summary of all hierarchies is shown in the "All" section where the items shown in the tree are restricted to the current agent and superior data as shown below. Other hierarchies defined outside the current agent will NOT be shown here.

After changes in the main hierarchy or the other hierachies click on the button for an update of the tree. Use the button to change to an agent selected in the tree. If you want to change to a dataset using the button where you have no access you will get the message You have not the proper rights to access this dataset.

The data of the agent hierarchy are stored in the tables Agent and AgentHierarchyOther.