About Org Hierarchies Tools
Once you have generated your hierarchy, you will have access to a Hierarchy Tools menu containing several features to help you navigate and manage your newly made hierarchy.
This page covers the first three options: View Org Hierarchy Action History, Export Participants, and Collapse Open Units.
View Org Hierarchy Action History
The View Org Hierarchy Action History will show every action taken on the hierarchy inside the platform, including when it was uploaded and what changes were made to it.
In the image above, a participant in the hierarchy was made manager.
You can also restrict your history by a Start Date and End Date.
The Export Participants option will download a CSV of the participants and metadata relevant to the hierarchy to your computer.
For example, you may have saved your participants’ gender, age, and hiring date as metadata, but if you built a Parent-Child hierarchy, this option will only download each participants’ EmployeeID, ManagerID, and UnitName (the name of the unit the participant belongs to), because that’s the only metadata relevant to the hierarchy.
Collapse Open Units
If you select Collapse Open Units, then the units you have open will close up.
This option is useful if you have a large hierarchy you’ve been looking through, and you want to simplify what you’re looking at to find something located elsewhere in the hierarchy.
Export Units & Import Units
Import Anonymous Responses
You can import responses into your project that are not connected to any specific participant. To learn more, see the Import Anonymous Responses support page.
Manage Previous Imports
If you have imported anonymous responses, you can view a history of these downloads, and even retrieve files. See the Manage Previous Imports support page for more details.
Map Org Hierarchy Units
After you’ve built your hierarchy, you may want to make sure it aligns with one you’ve built from a previous year. The ability to Map Org Hierarchy Units is useful because it allows you to dynamically display historical data in your dashboards. To learn more, see the Map Org Hierarchy Units support page.