Hierarchy Overview

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by C.W. Holeman III
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Overview

Hierarchy is a fantastic and powerful tool. It allow you to define sets of hierarchical relationships between users, locations, etc. based this profile field type.

You can -for example- use Hierarchy to define a relationship between assorted titles like this:

President → Regional Director → General Manager → Assistant Manager → Floor Worker

Or based on location like this:

Planet → Country → State → County → City

You can then use the Rules Engine to set permissions based on where in your organization a user sits. If all users in California have a certain compliance training, you can create an enrollment for this training with an audience of:

Location Hierarchy [is equal to or below] California.

Another use for it would be to ensure that all management of a certain level or higher takes a Responsibilities of Management training. After you have defined your hierarchy structure, this is is as simple as creating a rule like:

Title [is above] General Manager.

 

Hierarchy Technical Details

Definitions

  • Node: each record in the hierarchy.
  • Depth: number of layers in the hierarchy.

User Profile and Rule Changes

If a node is removed:

  • The node will be removed from any user profile with it set.
  • Any rules containing that node will be removed.

If a node is moved:

  • Any users with that node set in their user profile will effectively move with that node – it will stay attached to their profile.
  • Those users may see changes in access granted or removed based on the new position in the hierarchy.

Limitations - Hierarchy in General

  • A user's place on the hierarchy cannot be changed from the learner side.
  • The field is not user editable.
  • The field cannot be placed on a welcome or registration page.
  • There is a recommended maximum of 5,000 nodes.
  • There is a hard maximum depth of 10.

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