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. System 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:
Filter Organization:
From My Organization, use Filter Organization to navigate hierarchy layers.
Repeat selection using the icon until you reach the desired layer.
As you choose options under Filter Organization, the Filter section expands.
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.
My Organization:
My Organization:
Client List
Client name
Client address
Delete the client
Call the client
Edit the client
Create and Manage Clients
Click on "Create Client"
Enter in the required information
Name, Address, Phone number
Optional information
Client Details
From Address: Email which reports will be sent from
Do Not Reply Address: Email that sends emails not meant for replying
Language: Choose the language for the new client (default is English).
Address & Contact Details
Address format: How to enter a client's address (Default is City,State,Zip).
Secondary address: Additional mailing address information.
Latitude & Longitude: Exact coordinates of a client.
Phone Numbers
Phone Format: International vs US format (Default is US).
Fax Number: Add a fax number and extension to the client.
An organization should be a single company or a large division of one company.
Each client should be a single client or a regional division of one client.
Manage Customers:
Manage Customers:
Customer List
Customer name
Customer address
Delete the customer
Call the customer
Edit the customer
Creating a Customer
Click "Create Customer"
Enter the customer's name, address, and time zone.
Note: The other information is not required.
Click "Save Customer"
See Clone Customer - Feature Overview for more information regarding cloning an existing customer.
Manage Facilities:
Manage Facilities:
Facilities List
Facility Name
Facility Account Number
Facility Address
Delete the facility
Edit the facility
A customer has to be selected in "Filter Facilities" to view their facilities.
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.
Creating a Facility
Click on "Create Facility"
Enter the required information (Name, Address)
Click on "Save"
User Access (Edit Facility)
You can select which users can access each facility.
Manage Buildings:
Manage Buildings:
Building List
Building ID
Building Name
Building Notes
Building Account Number
Delete the building
Edit the building
A Facility has to be selected in "Filter Buildings" to view it's buildings.
The Building layer lists out a specific facility's buildings when a Facility is selected.
Click on a building to open the Building Window with its details.
Creating a Building
Click on "Create Building"
Enter the required information (Name)
Click on "Save Building"
User Access (Edit Building)
You can select which users can access each building.
Manage Systems:
Manage Systems:
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).
Systems List
System ID
System Name
System Account Number
Number of components on the system
Delete the system
Edit the system
A Building has to be selected in "Filter Systems" to view it's system.
The System layer lists out a specific building's systems when a Building is selected.
Click on a system to open the System Window with its details.
Creating a Building
Click on "Create System "
Enter the required information (Name)
Click on "Save System"
