Renaming a Hierarchy ID

The Manage Hierarchy ID screen allows you to modify existing hierarchy IDs and their descriptions.

To rename a hierarchy ID:

1. Select Administration > Hierarchy > Manage.

2. To locate the hierarchy ID you want to rename, you can browse for it by clicking the +/- icons to expand or collapse the nodes in the hierarchy tree, then select the ID you want to rename.

   Or, if you know the hierarchy ID or description of the ID, you can use the search feature to locate it.

3. Click Rename and modify the following fields as necessary:

   Hierarchy ID

   Enter a unique hierarchy ID (maximum 20 alphanumeric characters) for the node. An example may include a number that represents a specific cost center or department in your organization.

   Hierarchy Description

   Enter a description of the hierarchy ID (maximum 40 alphanumeric characters).

4. Click Save.