EPRM Hierarchy Management Guide

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EPRM Hierarchy Management
Guide
v. 2.0
2017
[email protected]
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Introduction:
EPRM employs what is called a Nodal Hierarchy. This term simply means a
structured hierarchy that consists of nodes. Nodes can be components, units, agencies or
any other type of organization or entity. When constructing the organization’s nodal
hierarchy, the Node Administrator can build it to mirror a unit’s chain of command or the
areas of responsibility for assessors. Establishing a good hierarchy will ensure assessment
management and multi-assessment analysis are easily achievable.
The hierarchy should be structured in order to facilitate assessment management
up the chain. This guide is intended to give Node Managers an overview of the steps
involved in creating and managing the Nodal Hierarchy.
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Hierarchy Management:
1. To manage your nodal hierarchy, select Manage Nodes from the drop down menu at the top of the
screen.
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Hierarchy Management (continued):
2. Any existing hierarchy in which you have been placed and have permissions will display. The colors
of the nodes will indicate your level of access and privilege.
Nodes in plain text denote full
access and privilege.
Nodes in bolded text are available
to you for child node
management, only.
Nodes in gray strikethrough are
expired and may only be
unexpired.
dark background
Nodes on a ______________
are not available to you.
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Hierarchy Management (continued):
3. To create a child node, select the node you want to be the parent and select Create Child Node.
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Hierarchy Management (continued):
4. Next, name the new node and modify its details.
You can set the node to automatically schedule
recurring inspections and assign the frequency
and due dates.
If available, the date of
the last inspection will
also display.
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Hierarchy Management (continued):
5. Once the node has been created its details can be updated and/or it can be expired by selecting the
node and then clicking the desired button (Create Child Node, Update Node, Expire/Unexpire
Node). The node can also be moved anywhere else in the hierarchy by simply dragging and dropping
it with your curser.
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