How You Work with the Hierarchy Tab

On the Hierarchy tab, you can add a new or existing organization, open or print an organization, remove an organization from the hierarchy, find an organization in the hierarchy, and refresh to restore the hierarchy to its previously saved state and discard your edits.

Hierarchy Tab Toolbar

Button	Description
Add	Click and select one of the following options.
Add New	Select to open a new organization on a subtab and add an organization to the hierarchy.
Add Existing	Select to open the Organization Search window and add an existing organization to the hierarchy.
Open	Click to open the selected organization and edit it.
Print	Click to print the selected organization.
Remove	Click to remove the organization from the hierarchy. Caution: Removing an organization also removes its subordinate organizations from the hierarchy.
Find	Click to open the Find window and search the hierarchy for an organization.
Refresh	Click to restore the organization hierarchy and discard any changes you have made.

Caution: To delete an organization that is part of an organization hierarchy, first remove the organization from the hierarchy. Then delete the organization from the knowledge base. As always, use caution when deleting organizations. See Delete an Organization.