Hierarchy Builder

The Hierarchy Builder is a feature that is designed to help CES Administrators establish and manage a hierarchical structure within their Course Evaluations & Surveys (CES) instance that is reflective of the structure of their institution. This hierarchical structure is essential for: 

1. Administrative access control: As a CES Administrator, you can assign Node Administrators to specific levels within the hierarchy, restricting their access to results based on their assigned levels. This helps ensure data security. 
2.  Data alignment for reporting: By defining the hierarchy, your data can be organized into hierarchical levels allowing for more efficient grouping and summarizing of your data, facilitating more accurate and insightful reporting. 

To learn more about this feature and setting it up continue reading. It is important to keep in mind as you continue to read this article that the hierarchy builder works in conjunction with the Hierarchy Mapper feature to seamlessly map your courses and other data to the appropriate hierarchy levels. For an overview of how these features work together, refer to the video below and for more information on the Hierarchy Mapper feature, see Hierarchy Mapper. 

Getting Started 

To begin setting up the structure of your hierarchy using the hierarchy builder, follow these steps: 

1. Login to Course Evaluations & Surveys (CES) as a CES Administrator. 
2. From the Navigation Bar, select "Account." This action will open a menu where you will navigate to the "Site Settings" area and click on Hierarchy Builder. 
3. You may then begin to structure your hierarchy within the "Account Hierarchy" table by right-clicking on a level and editing it by renaming it, adding to, moving or deleting the level. These actions will help you structure your hierarchy in CES to reflect your institution's structure. You can create parent levels, such as Colleges/Schools, and add child levels under them, such as departments. 

For more information on editing hierarchy levels, see the next section "Editing Hierarchy Levels" in this article. 

Editing Hierarchy Levels 

When changes need to be made to existing hierarchy levels, or if any new levels need to be added, you can navigate back to the hierarchy builder to make the desired modifications. Refer to the "Getting Started" section of this article for steps on how to access the hierarchy builder. 

Once in the hierarchy builder, you can perform the following actions: 

1. Renaming a level 
2. Adding a level 
3. Removing a level
4. Moving a level 

Details on each action are providing in the following sections. 

Renaming a level 

Follow the steps below to rename a level in the hierarchy: 

1. Navigate to the hierarchy builder. 
2. Locate the level you wish to rename and right-click on the level to open the context menu. 
3. From the context menu, select the "Edit Node" option and make the desired changes to the name of the level. 
4. Select "Enter" in your keyboard to save your changes to the name of the level. The changes you make will then be automatically applied to the hierarchy. 

Adding a level 

To add a new level to the hierarchy, follow these steps: 

1. Navigate to the hierarchy builder. 
2. Find the level under which you want to add the new node and right-click it to open the context menu. For example, if you are creating a new college/school node, right-click on the top node where it will be placed. 
3. From the context menu, select the "Add New Level" option. 
4. A pop-up window will then appear where you can enter the title of the new level you are adding. 
5. After entering the title, click "OK" to add the new level to the hierarchy. The system will then automatically reorganize the structure of the levels in alphabetical order to include the new level. 

Removing a level

Removing a level from the hierarchy is an action that cannot be undone and if the level you remove has any child levels, those will also be permanently deleted. To proceed with removing a level, follow the steps below: 

1. Navigate to the level you wish to remove. 
2. Once you have found the level, right-click on it to open the context menu. 
3. From the context menu, select the "Remove Node" option. 
4. A pop-up window will appear to confirm your intention to remove the level, to remind you that all child levels associated with the level will be permanently deleted (if applicable) and this action cannot be undone. After confirming, the level and all its child levels will be permanently removed. If you do not wish to proceed with the removal, select "Cancel" in the pop-up window. 

Moving a level

There may be instances where you wish to move a level, such as moving a child level to a different parent level. This can be easily done from the hierarchy builder granting you the ability to rearrange your hierarchy structure as needed. Follow these steps to move a level: 

1. Navigate to the level you wish to move. 
2. Left-click on the level to grab it, then drag it to the desired parent level. 
3. Drop it on the title of the desired parent level. A pop-up window will then appear where the system will ask to confirm the desired action. After you confirm, the system will automatically reorganize the structure of the levels in alphabetical order to include the moved level. 

It is important to consider the following points when moving a level: 

• When you drop a level onto a different level, it will become a child node of that level. 
• If the level should be a parent, you must drag and drop it to the top node of the hierarchy. 
• If the level being moved has child levels/nodes, all child levels will also move along wit the parent level. 

Exporting the Hierarchy Builder  

You can export the structure of your hierarchy builder as an Excel file by clicking on Export Hierarchy. An Excel file will then be automatically downloaded to your computer, containing the names and node paths of your hierarchy levels. The Excel file will have one tab labeled, "AccountHierarchy" with four columns displaying the following information: 

1. Column A: nodeId
   This is a unique identifier automatically generated and assigned to the level by the system. 
   
   
2. Column B: name 
   The name of the level. 
   
   
3. Column C: NodePath
   Represents the node path of each level. The path hierarchy starts with the topmost level, followed b y the parent and then the child. For example, the node path "YourUniversity.Art.Draw" indicates that "YourUniversity" is the topmost level, "Art" is a parent level, and "Draw" is a child of the "Art" parent level. 
   
   
4. Column D: externalNode: 
   Displays a number indicating if the level was imported from your Canvas system. If a level was imported from Canvas, a "1" will be displayed for its corresponding row. Levels that were manually created will display a "0."