Navigation prompt

Go to USER MANAGEMENT > Click Structure

When you first enter this part of the system during the initial set-up process, the structure will be fairly empty - The name of your business will be at the top of the structure and to help guide you through some of the other set-up processes, a single "Test Team 1" is seeded into your structure.

Adding levels to your structure / org-chart

To support the size of your organisation, you can add as many levels as you require.

For example, let's say you have 3 sites (Cardiff, Newcastle and Birmingham) which all sit under the business "EvaluAgent Demo Contract"

Step 1: Click Add sub-group adjacent to the name of your business (E.g. British Energy) to reveal the following pop-up window.

To create Cardiff, you'd simply add the name "Cardiff".

As part of adding a new sub-group, you can also assign a Reporting Level.

Reporting levels are simply reporting tags that enable you to group parts of your structure/org-chart together in a report. E.g. If, when you are adding Cardiff, Newcastle and Birmingham, you assign the "Site" reporting level to each of these three sub-groups then, when you filter reports by Site, you will be able to view the performance of Cardiff, Newcastle, and Birmingham side-by-side. Just to reiterate: Reporting levels have no influence over where a sub-group is located in your organisational structure or org-chart - it is just a reporting tag.

Step 2: Repeat Step 1, adding levels under each sub-group until, for each branch of the structure/org-chart, you reach the level where teams are located. At that point, add the name of each team and assign the "Team" reporting level to each team.

There are a number of conditions that need to be considered when creating your structure/org-chart / adding sub-groups:

1. To avoid confusion when it comes to reporting, the system won't allow you to add sub-groups with the same name under the same parent. E.g. In the example above, I can't add two sites called Cardiff directly underneath my business "British Energy".
2. So long as they don't report to the same parent, sub-groups with the same name can co-exist in the structure/org-chart. However, to avoid confusion when it comes to reporting, we advise you to choose unique names when adding sub-groups to your structure/org-chart.
3. It is important to correctly assign the "Team" reporting level to each and every team because you can't add any further levels to a sub-group tagged with the Team reporting level. You can only add agents to sub-groups tagged with the "Team" reporting level.
4. You don't assign Agents or users as part of this process - that comes later. The lowest level of the structure you need to create here is Teams.

Don't worry if you make a mistake or you want to change anything - You can edit your structure at any time.

Some example structures / org-charts

Here are three structures/org-charts and how they would appear in EvaluAgent

Example 1: Simple structure

Standard Structure/Org-Chart View...

... and how the Structure/Org-Chart would appear in EvaluAgent

-----------------------------

Example 2: Multi-level structure

Standard Structure/Org-Chart View...

...and, how the Structure/Org-Chart would appear in EvaluAgent

-----------------------------

Example 3: Multi-level structure with teams at different levels in each branch

Standard Structure/Org-Chart View...

...and, how the Structure/Org-Chart would appear in EvaluAgent