Manage Facility Survey Hierarchy

All survey data is organized and stored in the Navigation pane in a hierarchical structure of folders, which can be customized to fit your company's specific needs.

At the top of the Navigation pane is a tab for the Company level, listing all of your company folders. Your user permissions determine which company folders you see.

Navigation Pane — Company Level

Beneath the Company level are the Survey Type, Survey, and Type folders.

Select the hierarchy level banner to view all folders available at a level within the current hierarchical structure. For example, click the Company banner to display all company folders you have access to. When you select a folder from the list, the banner representing the next level in the hierarchy expands to show the folders nested within the selected folder.

You also create and assign Groups at this level. Refer to Create Groups and Assign Survey Files for additional information.