Editing an Entity Hierarchy Relationship

Note: This topic is not applicable for the health insurance business.

Prerequisites

To edit an entity hierarchy relationship, you should have:

  • Hierarchy entities defined in the application

  • Hierarchy entities associated with the division whose entity hierarchy relationship you want to edit

  • Value defined for the Maximum Hierarchy Level option type in the C1-EHRCONFIG feature configuration

Procedure

To edit an entity hierarchy relationship:

  1. Search for the entity hierarchy relationship in the Entity Hierarchy Relationship screen.
  2. In the Search Results section, click the link in the Hierarchy Information column corresponding to the entity hierarchy relationship whose details you want to edit.
    The Entity Hierarchy Relationship screen appears.
  3. Click the Edit button in the Hierarchy zone.

    The Entity Hierarchy Relationship screen appears. It contains the following section:

    • Main - Used to specify basic details about the entity hierarchy relationship. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Hierarchy Used to specify the entity hierarchy relationship. Yes
      Description Used to specify the description for the entity hierarchy relationship. Yes
      Start Date Used to specify the date from when the entity hierarchy relationship is effective for the division.
      Note:

      You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.

      The Start Date cannot be later than the End Date.

      		 Yes
      End Date Used to specify the date till when the entity hierarchy relationship is effective for the division.
      Note:

      You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.

      The End Date cannot be earlier than the Start Date.

      		 No
      Entity Level Indicates the level at which you want to include the hierarchy entity. By default, the value is set to Level 1. Not applicable
      Hierarchy Entity Used to indicate the hierarchy entity that you want to include at the first level in the entity hierarchy relationship.
      Note:

      The Search (The Search Icon) icon appears corresponding to the Hierarchy Entity field. On clicking the Search icon, the Hierarchy Entity Child Search window appears where you can search for the respective hierarchy entity.

      The search results appear in the Hierarchy Entity Child Search window only when the division and start date is specified for the entity hierarchy relationship.

      The list includes only those hierarchy entities:

      • Which can be included at the first level in the entity hierarchy relationship

      • Which are effective for the specified division on the entity hierarchy relationship start date

      		 Yes
      Business Object Indicates the business object using which you are defining the entity hierarchy relationship. Not applicable
  4. Modify the required details in the Main section.
  5. Associate or disassociate the entity hierarchy relationship from one or more divisions.
  6. Add or remove hierarchy entity and its parent hierarchy entity for the subsequent levels in the Hierarchy Details section, if required.
  7. Click Save.
    The changes made to the entity hierarchy relationship are saved.

Related Topics

For more information on... See...
How to search for an entity hierarchy relationship Searching for an Entity Hierarchy Relationship
Entity Hierarchy Relationship screen Entity Hierarchy Relationship (Used for Viewing)
Hierarchy zone Hierarchy
How to add a hierarchy entity in an entity hierarchy relationship Adding Hierarchy Entity in an Entity Hierarchy Relationship
How to associate an entity hierarchy relationship with a division Associating an Entity Hierarchy Relationship with a Division