Go to Global Settings > Set Up > Hierarchy. The Hierarchy Management page displays.
Click Set Up a New Hierarchy. The Set Up Hierarchy page displays with the initial steps for creating a new hierarchy version along with a hierarchy file example and template that you can download.
In Hierarchy Name, type a descriptive label for the new version that helps identify the hierarchy's purpose and application.
Click a Hierarchy Type tile:
Location - Intended for retail, franchise, or distribution type organizations using store measures, such as Online Pickup/Buy Online or Pickup Instore. An example of a Location Hierarchy is: Region > District > Store.
Employees - Intended for organizations using the Employee Satisfaction measure. An example of an Employee Hierarchy is: COs > Managers > Team Leads > Laborers.
Agents - Intended for organizations using Contact Center measure or Case Management. An example of an Agents Hierarchy is: Zone > Call Center > Operator.
The selection is enabled and displays a green check mark.
If you have an existing hierarchy, even in Draft, the corresponding Hierarchy Type does not display.
Click Browse Files to select and upload a Comma Separated Values (CSV) file. Next becomes enabled. If you need to prepare a CSV file, click either View Example or Download Template for assistance in developing a valid file. See Hierarchy Attributes for information on how to prepare a valid file.
Click Next. A wizard displays when processing of the file is complete.
If you find there is a problem with your CSV file and need to make revisions, a link is available along the bottom of the wizard to upload a new file.
Key Selection - Each value in the top row of your CSV file is available in the Column menus of the required and suggested keys. Currently, spaces are not allowed in column headings, so you may choose to revise the Display Name of the selected column or accept the default value. Data Preview displays the first few rows of data in the selected column as a reference. See Hierarchy Attributes for detailed descriptions of these settings. Next becomes enabled when you complete the required and suggested assignments.
Click Next. The Master Data Set Up section displays with any remaining optional attributes that have not been assigned. Upload is enabled once you have check and revised all columns.
Click Upload. A visual of the hierarchy tree displays for your review.
Click Publish. A dialog box displays to inform you that the new hierarchy is ready to use and reminds you to notify your ForeSee analyst as any hierarchy change impacts any analysis they may be doing for your organization. This box also allows you to go to Associations where you can associate the hierarchy to a hierarchy-enabled CX Measurement or Case Management.
