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Hierarchical Reporting Groups do have an advantage over Custom Reporting Groups in that they dont don't require manual up-keep
- Its It's easy peasy
- A Terminal Group will contain only those Drivers and Vehicles currently assigned to that Terminal
- A Company Group will contain only those Drivers and Vehicles currently assigned to any of the Terminals of that Company
- If a Driver or Vehicle is re-assigned to another Terminal then that change is immediately reflected in the Hierarchical Reporting Group for that Terminal
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Hierarchical Reporting Groups are fantastic at representing groups within the organization which conform to a Organization->Division->SubDivision structure (i.e. Org -> Company -> Terminal):
- Youve You've created Custom Reporting Groups which mimic your Company->Terminal structure - convert them to Hierarchical Reporting Groups right away!
- Dispatch Groups are based upon Terminals
- Groups dont don't need to share members
Coordinating Hierarchical Reporting Groups with Manager Roles
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- First Thing First, perform the following in the order provided
Because Hierarchical Reporting Groups mimic your structure its it's important to get the structure configured properly before enabling the feature otherwise Fleet Managers may gain access to Driver and Vehicle detail which they should not have access to - Ensure you have each desired Company configured using Management -> Settings -> Company Groups
You may also add additional Companies using the same address to provide greater separation.
For example: if you have distinct business units operating out of the same physical location you can create a Company for each business unit along with Terminals for each Unit/Company - Ensure you have each desired Terminal configured suing using Management -> Settings -> Terminal Groups
You may also add additional Terminals using the same address to provide greater separation. For example: Terminal Drivers vs Terminal Warehouse Staff - For each Manager who should have only limited access to Drivers, Vehicles and Data you may assign them to a specific Company Group or Terminal Group using Settings -> Managers
Remember that, unlike Custom Groups, a Manager can be assigned only to the Organization, a Company, or a Terminal - Ensure each Manager from Step5 Step 4 has an appropriate Management -> Settings -> Manager Role which has been configured to use within your Hierarchical strategy
Any new managers created once Hierarchical Reporting Groups is enabled will be assigned to the Default Manager Role (the lowest level) automatically.
You may edit the account after it has been created to change the role. - Assign each Driver to a specific Terminal Group using either Management -> Settings -> Drivers or Management -> Settings -> Terminal Groups
Unlike Managers, Drivers may only be assigned to Terminals as the Terminal is used for the Drivers Hours of Service - Assign each Vehicle to a specific Terminal Group using either Management -> Vehicles or Management -> Settings -> Terminal Groups
Unlike Managers, Vehicles may only be assigned to a Terminal - Review you your configuration
- Turn on Hierarchy using Management -> Settings -> General Settings -> "Enable Hierarchical Reporting Groups"
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Custom Reporting Groups do have an advantage over Hierarchical Reporting Groups in that they allow you to separate your system into various Reporting Categories regardless of organizational structure:
- Groups may contain the some of the same members as other groups
- Hierarchical groups do not support this
- Reporting Group Members will not change as your organization changes
- Yes! this was also stated as a 'disadvantage' - its a double edged sword
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