Transitioning from Management Reports to Dashboards

For most customers, Management Dashboards will be immediately available for adoption by simply contacting your RizePoint Representative. There are a few customers that have complex systems that will need some modification of their management structure for it to work with the new data warehouse.

Ensure the following three rules have been followed when setting up your management structure.

• RULE 1: A location should only be assigned one time within a single logical hierarchy. But, that same location could also be assigned to a secondary hierarchy as well.
  
  
  
  
• RULE 2: A location should only be assigned to a specific management type one time. Although allowed, we recommend you use different naming conventions for each hierarchy. For example, a hierarchy level like "District" should only exist within one management tree.
  
  
  
  
• RULE 3: You can have a specific management type at different levels, but you cannot assign the same type to be a parent / child relationship. For example, "District" could be at level three and four, but you can't have a District at level four under a District at level three.
  
  
  

If you need help fixing an existing management structure to work with the new data warehouse, contact your RizePoint Representative.