Unit Tools (EX)

Delete Unit: Removes the unit from your hierarchy. If there are participants in that unit, then they will be moved to the unit above. This option will only appear on the lowest levels of the hierarchy.

Example: Alan’s unit is at the top of the hierarchy. You cannot delete that unit because it would break the hierarchy. However, Alan has a manager who reports to him named Betty, and she has a manager who reports to her named Julian. There is no unit under Julian, so you could delete his unit. Deleting Julian’s unit would move him and his direct reports to Betty’s unit.
 

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Move Unit: Moves the selected unit to a different position in the hierarchy. This is the same as using drag and drop in the navigation sidebar. The selected unit will appear in green. Click on another unit name and click Move to move the selected unit under your chosen unit. Note that for Level-Based hierarchies, you will be unable to move Level 1 units.
 

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Qtip: Hierarchy updates will reflect the latest adjustment to the hierarchy, whether that hierarchy was edited manually with this editor or using an imported file. Therefore, if you were to later import your participant list again to update metadata or for some other reason, and manual moves were not reflected in the participant list, this could potentially revert the hierarchy to what it was before you made any manual changes. Any files you want to import must contain all of the metadata fields used to generate the original hierarchy (e.g., EmployeeID, ManagerID, Unit Name, etc.) in order to trigger a hierarchy update. You can find instructions on how to do that in the Adding Participants support page.

Add Unit Below: Creates an additional unit below your selected unit.

• For Parent-Child hierarchies, specify whether the new unit has a manger, and specify who that manager is. You can search any existing person by name or username. The window will display a preview of the unit name and the manager’s ID. To complete, select Add.
   

  

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  Qtip: For Parent-Child Hierarchies, if you select a person who is already a manager of an existing unit, a unit where this person is the secondary manager will be created. You will not be able to make them a primary manager of the new unit until they’re removed from the original unit.

• For Level-Based hierarchies, give the unit a name in the Level field and select Save.
   

  

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  Qtip: For Level-Based hierarchies, you will be unable to add units beyond your current levels (e.g., if your hierarchy has two levels, you won’t be able to add a unit under your Level 2 unit).

Add Existing Person: Adds a user that is already in the project into the selected unit. Search for a user in the project, and choose whether they should be a Direct Report or Delegate in the selected unit.

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Then, choose if this person should remain in other hierarchy units:

• Remove this person from all other units: The user is removed from all other units and the new unit will be their only location in the hierarchy.

  

  Qtip: If you’ve added a delegate and removed them from other units, then they will only be removed from other units they are a delegate in (they will remain in any other units as a manager or direct report).

• Keep this person in all units: The user remains in any units they’re already in.

  

  Qtip: If a direct report appears in multiple units in the hierarchy, then their response will be included in the dashboard when filtering down to any of those units. Note that their response will not be duplicated in the dataset.

Add People From Different Org Hierarchy: If you have another hierarchy added to your project, you can add individual participants or all participants in a unit to your selected unit. Use the dropdown at the top to choose a hierarchy, and then select the units or participants you would like to add. Note that you can select multiple units and/or individuals at a time.
 

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Edit Unit Metadata: Allows you to change and add unit metadata for the selected unit. Metadata fields added here will be associated with the direct reports in that unit and stored in the response data for the direct reports, so these fields can be used in the dashboard. These fields can also be used in Advanced Searches in the Participants section.

Attention: This option only allows you to change metadata that was not used to configure your hierarchy. You will be unable to edit any metadata fields that were used in the generation of your hierarchy.

Export Metadata: Exports the hierarchy unit names and metadata to a CSV file.

Qtip: This option will only be available for Parent-Child hierarchies.

Delete Anonymous Responses: Deletes all anonymous responses from either the selected unit or the selected unit and all of its descendants. Anonymous responses are assigned to a unit by either using an Org Hierarchy question in your survey or a unit is specified when you import anonymous responses (for more information, view the Org Hierarchies Export & Import Options support page).

Qtip: This option only appears if the anonymous link is enabled for the project.