Organisation Hierarchy

Organisation Hierarchy allows you to set up your company’s organisational structure in XactAnalysis®. This is done by grouping case managers, loss assessors, individual builders, and managers (anybody who has an XactNet® address) into overlapping teams based on a company’s unique chain of command.

XactAnalysis accommodates seven different command levels, often the top level equivalent to a corporate management and a bottom level equivalent to individual case managers or loss assessors. The number and names of organisational levels will vary from company to company; however, the basic function remains the same.

When you set up an organisation hierarchy in XactAnalysis, you can apply different program rules and personal rules to different levels and branches of a hierarchy. You can also generate M.I. (Management Information) Reports and apply Advanced Search filters based on your organisation hierarchy.

Organisation Hierarchy is turned on or off for companies based on a set of preferences. For access to this feature, please contact your product specialist or account manager.

The screen shots in this document are generic, and your company’s interface may vary.

Access Organisation Hierarchy

  • Select Organisation Hierarchy from the Administration menu.

The Organisation Hierarchy page appears.

Add or edit organisation levels

  1. Select a Data Set.
  2. Click the Edit icon next to the Organisation Levels section. The Organisation Level Names dialogue box appears.
  1. Name or rename your organisation levels as desired. You may define up to six organisation levels, as well as a label to use for your individual case managers or loss assessors.
Regardless of how many levels your organisation uses, the last level must be reserved for individual case managers or loss assessors.
  1. Click Save. The organisation level names appear in order in the Organisation Levels section.

Set up or make changes to the organisation hierarchy

Each level and branch of the hierarchy is set up with the same process. Additionally, organisation hierarchy names vary from company to company. This example will walk through setting up Safe Haven’s corporate-level hierarchy.

  1. Click Add New Corporate (this name is configurable in the Organization Levels section) in the Organisation Hierarchy tree. The Add Corporate Name dialogue box appears.
  1. Type in your desired corporate name. Click Add Level.
  2. The new organisation hierarchy level appears in the Organisation Hierarchy tree.
  3. Repeat these steps to add groups to any level of your hierarchy.

Delete an organisation level

  1. Click an organization level in the Organisation Hierarchy tree.
  2. Click the Delete icon.
Deleting an organisation level will delete all subordinate groups. Associated XactNet addresses will be unassigned.

Assign individuals to the organisation hierarchy

  1. Click the name of an organization level or branch in the Organization Hierarchy tree.
  2. Select Assign Assessors (this name is configurable in the Organization Levels section) from the Select an Action menu. The Assign Assessor dialogue box appears.
  1. Select the check boxes for the individuals you want to add.
  2. Click Assign Assessors. The names and XactNet addresses of the individuals you selected appear next to the Organisation Hierarchy tree.
Assessors and builders show up automatically as unassigned in the Organisation Hierarchy when they have uploaded at least one assignment to XactAnalysis. Other individuals will need to be imported. See Import additional XactNet addresses for more information.

Remove individuals from an organisation hierarchy level or branch

  1. Click the name of an organization level or branch in the Organization Hierarchy tree.
  2. Select the check boxes for the individuals you want to remove from the Assigned Case Managers table.
  3. Select Remove Selected Case Managers from the Select an Action menu. The individuals are removed from the Assigned Case Managers table and are added to the unassigned case managers list.

Import additional XactNet addresses

  1. Select Assign Case Managers (this name is configurable from the Organization Levels section) from the Select an Action menu. The Assign Case Managers dialogue box appears.
  2. Click Import More Case Managers Addresses. The Import Case Managers Addresses dialogue box appears.
  1. Type a name, partial name, XactNet address, or partial XactNet address into the Case Manager Search field.
  2. Click Go. A table with your search results appears.
  3. Select the check boxes for the individuals you want to import. Click Import Case Managers.
  4. A confirmation dialogue box appears. Click OK. The individuals will be added to your Available Case Managers list.

 

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