R360 MHM

6.1 Understanding the Hierarchy Management Page of the MHM dashboard

Updated on

To perform actions on this page you must have the following roles assigned with Default User:

  • Managers
  • CME
  • Company Admin

NOTE: Any changes made on this page will affect the hierarchy structure for the entire organization.

To access the hierarchy management page select "Manage Hierarchy" from the left-hand navigation pane.

On this page, users can do the following:

  • Search the Hierarchy.
  • Add a new Region.
  • Create and Rename a Site
  • Create, Move, Rename, and delete a Sub-Location.
  • Create, Move, Rename, and delete an Asset.
  • Visit the selected hierarchy level dashboard.
How to Create a New Region

NOTE: Any changes made on this page will affect the hierarchy structure for the entire organization.

How to Create a New Region

  1. Click "Add Region"
  2. Enter the name for the region
  3. Click save
How to Rename a Region
  1. Select the Region
  2. Click the three dots
  3. Select "Rename Region"
  4. Enter in the new name for the site
  5. Select Rename
How to Create, Rename, Move or a Site

NOTE: Any changes made on this page will affect the hierarchy structure for the entire organization.

How to Create a Site

  1. Select the region
  2. Click the three dots
  3. Select "Create A Site"
  4. Name your site
  5. Select Create

How to Rename a Site

  1. Select the site
  2. Click the three dots
  3. Select "Rename Site"
  4. Enter the new name for the site
  5. Select Rename
How to Create, Rename, Move, or Delete a Sub-Location

NOTE: Any changes made on this page will affect the hierarchy structure for the entire organization.

How to Create a Sub-Location

  1. Select the site where you want to add a sub-location.
  2. Click the three dots
  3. Select "Create A Sub-Location"
  4. Enter a name for the Sub-Location
  5. Select Create

How to Rename a Sub-Location 

  1. Select the Sub-Location
  2. Click the three dots
  3. Select "Rename Sub-Location"
  4. Enter the new name for the Sub-Location
  5. Select Rename

How to Move a Sub-Location

  1. Select the Sub-Location
  2. Click the three dots
  3. Click the drop-down arrow to select a new site
  4. Select Move

How to Delete a Sub-Location

  1. Select the Sub-Location
  2. Click the three dots
  3. Select Delete

Users CANNOT delete a sub-location if there are machines attached.

How to Create, Remove, or Rename an Asset

NOTE: Any changes made on this page will affect the hierarchy structure for the entire organization.

How to Create an Asset

  1. Select the Sub-Locations where you would like to add the Asset.
  2. Click the three dots
  3. Select "Create Asset"
  4. Enter a name for the Asset
  5. Select Create

How to Rename an Asset

  1. Select the Asset
  2. Click the three dots
  3. Select "Rename Asset"
  4. Enter the new name for the Asset
  5. Select Rename

How to Move an Asset

  1. Select the Asset
  2. Click the three dots
  3. Click the drop down arrow to select a new Sub-Location
  4. Select Move

How to Delete an Asset

  1. Select the Asset
  2. Click the three dots
  3. Select Delete Asset
  4. Select Delete

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