Ensuring everyone is in my org hierarchy

Hello @Christi Pilutik 

Just to clarify, are you trying to map a previous survey org hierarchy to your current one?

Thanks!

Typically, in the org hierarchy mapping tool, it will display which participants are not mapped to a current org hierarchy. 

Thank you for your quick response @EricCrayon101, much appreciated.  

This is actually for a new org hierarchy, built based on participant metadata fields.

Hi @Christi Pilutik ,

Yes, we do have advanced options available in creating new hierarchy. You can utilize the "Limit People" option based on the metadata you choose. This allows you to include only those individuals with a specific value in the hierarchy. By using this approach, you can ensure that only people who meet certain criteria are included in your hierarchy.

I hope this answer helps.

Hi @Christi Pilutik  

If what you need is to verify that all your participants are correctly mapped or included in the current hierarchy, I suggest using the option to export participants from the hierarchy section. You can then compare them with your database to ensure everything is in order.

Hope this helps