Tasks

Settings

Setting up the Maintenance Group Hierarchy

You can organize your maintenance groups into a hierarchy. The maintenance group hierarchy can reflect the reporting system of your site’s maintenance groups. You can create maintenance groups from the hierarchy and you can add existing maintenance groups to the hierarchy. If a maintenance group uses simple scheduling, it must be included in the hierarchy before its simple schedule is created or selected.

This topic explains how to set the top group in the hierarchy, add existing groups, and move groups.

To Set up the Maintenance Group Hierarchy

1.	From the Site, select the Personnel view, and then the Settings tab.

Tip: You can also select the site’s Administration menu, and then Personnel Management Settings. The Personnel Management Settings dialog appears.

2.	Select the Maintenance Groups tab, and then the Hierarchy tab.

3.	Click Edit to modify the site settings. The Edit button is replaced by the Save button.

4.	Select the top maintenance group for the hierarchy.

5.	Click Save.

6.	In the Personnel view, select the Maintenance Groups tab and the Hierarchy tab. For example:

7.	To add a group to the hierarchy, right-click on the parent group and select Insert Existing Child. The Maintenance Group Selector dialog appears. Select the group that you want to add to the hierarchy, and then click OK.

8.	To move a maintenance group to a different location in the hierarchy, select the group, and then use the arrow buttons at the bottom of the tab to move the group to the correct position.