Site Hierarchies

The Site Hierarchies tool groups and organizes company sites into a hierarchy. Hierarchies help to facilitate Xenial Sites management.

Once sites are organized in a hierarchy, Xenial Portal users are able to view reports and edit settings for each site based on a particular level of the hierarchy.

View Site Hierarchies

Site hierarchies are available for selection from the Hierarchy dropdown menu on the Sites list and the Site Selector used in Data Management editors.

Select a site hierarchy to filter the site list in Data Management.

Create a Site Hierarchy

Site hierarchies are available for selection from the Hierarchy dropdown menu on the Sites list and the Site Selector used in Data Management editors.

To create a Xenial site hierarchy:

  1. From the navigation menu on the right, select Xenial Home.

  2. From the navigation menu on the left, select Settings and Tools.

  3. From the Settings and Tools menu, select Site Hierarchies.

  4. Select Create Hierarchy to open the Hierarchies editor.

  5. In the Hierarchy Name field, type a hierarchy name.

  6. Add a level to the hierarchy.

    • Select Add Level to open the Add Level window.

    • In the Level Name field, type a hierarchy level name.

    • From the Parent dropdown menu, select the parent level for the new hierarchy level. Select None to add the level to the top of the hierarchy.

    • Select Save. The level is added to the hierarchy on the Hierarchy Options editor.

  7. Add sites to the hierarchy level.

    • Select the blue vertical ellipsis to the right of the hierarchy level name. 

    • From the dropdown menu, select Manually Add Sites. The Site Selector opens. 

    • From the Site Selector window, select each site to add to the hierarchy level. Only sites not already assigned to a hierarchy level are listed.

    • Select Select [#] Sites. The sites are added to the hierarchy level on the Hierarchy Options editor.

  8. Repeat steps 6-7 to add additional hierarchy levels.

  9. Once the site hierarchy is complete, select Save.

Leidraad

Select and drag hierarchy levels to reorganize the hierarchy as needed.