This guide is designed for all MaritzCX users who will use Hierarchy Management. It explains the concepts of hierarchy data as well as the specifics of how to use the MaritzCX tool to create, load, and link a hierarchy data file to a survey. The best practices are relevant for all users and a good list to review at the beginning.
To learn how to use Hierarchy Management, see the following topics:
What is the MaritzCX Hierarchy Management System?
What is a hierarchy structure?
What is the interaction point?
How can I use hierarchy structures?
What are the steps to create a vertical hierarchy file?
How do I convert a horizontal hierarchy to a vertical one?
How do I load a hierarchy file into the system?
What are best practices for managing hierarchy structures?
What does the Hierarchy Management screen tell me?
How do I update a hierarchy structure to a new version?
How do I preview an existing hierarchy structure?
How do I change the survey(s) linked to a hierarchy structure?
How do I manage different versions of a hierarchy structure?
How do I schedule regular updates to the hierarchy data file?
How do I delete a hierarchy structure?
How do I view a hierarchy structure's file upload log?
How do I download the current version of the hierarchy structure file?
How do I use the Hierarchy Auto-Location feature in Dashboards 2?
What are the possible errors and what do they mean?
How do I get a higher match rate?
What are the limits in creating hierarchies and hierarchy structures?