Hierarchy Mapping

Users can map Reporting Line Hierarchies for any Legal Entities in the Hierarchy tab in the SMCR tool.

The Hierarchy page has the same dragging functionality used on the Mapping Tool page when assigning Functions and Responsibilities/Conditions.

Select the Hierarchy Type that you want to create/edit. Your Diligent Entities System Administrator can create more Hierarchy Types which can then be mapped to reflect the different reporting lines within one Legal Entity. Refer to the SMCR Administration and Configuration Guide v.1.7 to find out how to do this.

On the Hierarchy page in the People section, Users can search for Individuals either amongst the Appointees of the Legal Entity in question, or amongst all Individuals added into Diligent Entities.

• Drag an Individual from the right-hand side of the screen to the left-hand side to designate them as a Root Parent for the Hierarchy. This will be the top-most Individual in the hierarchy.

• The Assign Individual dialogue box will be displayed. Enter the Event Date.

• Select Save to continue.
• The selection will be displayed on the left-hand side of the screen.

• Select to drag other Individuals into the Hierarchy and build a complete representation of reporting lines from the Certified People associated with the Legal Entity in question, up to the Board/CEO.

• Individuals can be 'resigned' or removed from the Hierarchy by selecting the Wand icon (resign with an Event Date to retain history), or the Cross (deletes the entry without retaining history).

Dialogue box when resigning an Individual from a Hierarchy.

Dialogue box when removing an Individual from a Hierarchy.