The Hierarchy in Aliquot allows users and admins to manage the organization in Aliquot including Clients, Customers, Facilities, Buildings and System.
Recommended Best Practices
Effective management of hierarchies ensures that editing access is granted to the appropriate users while increasing accuracy/effectiveness of the reports at a system level. Aliquot allows lower hierarchal levels to have customized permissions for each specified facility, building, and system. Software admins are authorized to make changes to the client and customer level, to ensure data accuracy and integrity within Aliquot.
Hierarchy Organization
This flow depicts the hierarchies in the Aliquot Site Management tab.
Hierarchy Layer Management:
My Organization:
My Organization:
"My Organization" is where you manage the client organization and Customers.
You can Create Customer accounts and edit Customer access. Here is a general overview:
All Customers of your organization be listed out.
Each Customer has an ID, a Name, and the number of Account.
Use the icons on the right of Account to edit Customer information.
Remember the icons on the righthand side, as they appear again across the site.
A green check mark icon shows the account is Active
The note folder icon gives you Customer Contact info.
The red trashcan (shows white when highlighted) icon Deletes the Customer.
Pencil on paper icon lets you Edit customers to update/change information.
If a customer has multiple large divisions, you can clone one division to make the others.
An organization should be a single company or a large division of one company.
Each customer should be a single customer or a regional division of one customer.
Filter Organization:
From My Organization, use Filter Organization to navigate hierarchy layers.
Click the folder/magnifying glass icon in the orange rectangle to add selections.
Repeat selection using the icon until you reach the desired layer.
As you choose options under Filter Organization, the Filter section expands.
Grey List options turn white.
You can select whitelist options (the selected option turns blue).
If selected, a window with reports for that specific Customer, Facility, Building, or System will appear.
Aliquot remembers your selection. If you use the Site Management tab to navigate, it keeps your current workload filter. Clear Filters to remove this filter.
Manage Customers:
Manage Customers:
Lists customers out like My Organization but filters by Active/In-Active status.
Click on a customer to view details such as address, analytics, and report schedules in the Customer Window.
Clone Customer and Create Customer options are available for easier management.
Manage Facilities:
Manage Facilities:
Takes you to the Facilities List.
A customer has to be chosen on Filter Facilities section to open up the facility or else it's blank.
The Facility layer lists out a specific customer's facilities when a Customer is selected.
Click on a facility to open the Facility Window with its details.
Manage individual facilities by clicking the Edit icon or delete.
You can call a facility directly using the phone icon next to each facility.
Manage Buildings:
Manage Buildings:
Takes you to the Buildings List.
Fill out Customer and Facility on the left to edit or add a building.
Click on a building in the list to open the Building Window.
Manage Systems:
Manage Systems:
Manage Systems takes you to the Systems List.
This is where frontline measurements and monitoring takes place.
Customer, Facility, and Building under Filter System needs filled out before System Filter allows you to Create a system or view/edit existing ones.
This layer has Components (flask and gear to the right of the Delete and Edit icon).
System Types: [Add brief overview of feature and a link to System Types - All Users article]
The Site Management tab includes a System Types tab.
This is where you create a system types.
Systems are filtered by "In Use" and "Not in Use."
Summary:
The effective management of hierarchies makes sure the right users can edit and improve system-level reports. Aliquot lets lower levels have customized access for their specific facility, building, and system. Only software admins can make changes at the client and customer levels, ensuring data accuracy and integrity in Aliquot.