Set up organizational roles and hierarchy templates
Organizational roles provides administrators with the ability to define roles within the organization and the hierarchical structure of the organization which can be leveraged when implementing Dynamic Report Viewers in Blue.
Setting up organizational roles is the first step to automate Report Viewing. If report automation is not the institution's priority, this topic can be ignored.
- Before defining organizational roles, compile a list of organizational levels and related leadership roles. Prepare a full organizational structure by listing all possible hierarchical levels (such as Department, School, Faculty, Program, etc.) along with all possible roles that might require report access (e.g. Course Coordinators, Department Administrators, Deans, Chairs, Provost, and so on).
- When creating organizational roles, include the entire organizational structure with all levels of the hierarchy, and all possible organizational roles.
- All potential report viewers must exist within a single user datasource.
Define report viewer roles
Roles are used to define the different actors in an organization. They are not to be confused with Blue user types, which provide access privileges to Blue.
- Navigate to Admin - Organization - Roles
- Click Add
- Enter an Organizational user role ID. Alphanumerical characters only, no spaces.
- Enter a Organizational user role.
- Click Add to finalize the role and repeat the process for every role involved with the evaluation process.
Define the organization’s hierarchical levels
Build a hierarchy template to represent the structure of the organization as focused on the report viewers. This is a crucial step in setting up dynamic viewers for reports.
- Navigate to Admin - Organization - Hierarchy Templates.
- Click Add to begin creating a hierarchy.
- Provide a name for the Hierarchy Template.
- Enter a name for Level 1. This is the highest level of the organization and includes the entirety of the organization.
- Click Add Level to add an additional level to the hierarchy. Continue adding levels until the entire organization has been defined.
- Click Save after all levels have been entered.
Additional organizational hierarchies can be created, if, for example different divisions of the organization have a different structure.