1. This eCPIC Quick Guide has been developed to assist System Administrators with creating Hierarchy Grids in eCPIC. The Hierarchy Grid functionality allows customizable data to be displayed as a parent-child relationship. Once a Hierarchy Grid is created by a System Administrator, the screenshots below showcase a User’s view of the grid within the Investments module and how new rows of data is collected and displayed into the table: eCPIC Quick Guide: Creating Hierarchy Grids in eCPIC

2. Creating Hierarchy Grids in eCPIC: Hierarchy Grid Template File When creating a new data grid field in eCPIC (discussed on the following page), you will be required to import a MS Excel document, containing the parent-child data, which is structured according to certain guidelines. In order to successfully import hierarchy data, within Excel, the data must comply with the following rules: 1.The spreadsheet must contain a least one worksheet. 2.All the valid mappings for the field must be defined in the first four columns of the first worksheet of the spreadsheet. 3.The first row of the spreadsheet will have the names of the four fields. These names must be distinct and must not be left blank. 4.The values of the mappings must have no blank values. 5.The values for the codes (both for the mapping Parent and Child) must be no longer than 20 characters. The values for the names must be no longer than 250 characters. 6.If duplicate combinations of Parent and Child codes are found the latter mappings are ignored. 7.The same Parent code cannot be associated with different Parent names. Column A must contain the Parent level Codes In this example, rows 2-5 have a Parent level name of “Administrative Management.” This Parent has 4 distinct Child level mappings (“Facilities and Fleet”, “Help Desk Services”, “Security Management”, and “Travel”). Column B must contain the Parent level Names Column C must contain the Child level Codes Column D must contain the Child level Names Row 1 must contain the field names The same Parent level Code must be used for the same Parent Name. For instance, in Rows 6-10, the Parent ‘Financial Management’ has the same ‘401’ Parent Code for each of its rows.

3. Creating Hierarchy Grids in eCPIC: Creating a New Data Grid Field (1) Enter the Field Name (2) Enter the Field Help information, if applicable (3) Click DataGrid for Field Type (4) Select the relevant Field Category (5) Select HierarchyGrid for Input Control. The Input Control Attribute will automatically default to HierarchyGrid Once a MS Excel file has been created with the hierarchy grid data, System Administrators will be able to create a new data grid, and add that field to any existing process (or create a new process). To create a new Hierarchy Grid, navigate to the Admin Module (STEP 1) and from the menu bar click ‘Add’ (Step 2). Next, click ‘Add Field’ (Step 3), as shown below: The Field Management window will open. Follow the steps below to create a new field: (6) Click “Required” Checkbox, if required (7) Enter in XML tag (8) Click Save. 2 3 1

4. 1 3 Creating Hierarchy Grids in eCPIC: Creating a New Data Grid Field After selecting ‘Save’ on the Field Management page, you will be directed to a new window to upload the MS Excel file containing the Hierarchy Grid data. Click the ‘Browse’ button (Step 1) to specify the location of the Excel template file. Once you select your desired file, click ‘Open’ (Step 2). Then, click the ‘Upload’ button (Step 3) to upload the specified template. After selecting the ‘Upload’ button, the path of the location from where the spreadsheet was uploaded will be displayed below the ‘Upload’ button. Click the ‘Save’ button (Step 4) to initiate the import process. If the uploaded spreadsheet does not comply with the proper validation rules, the rule violations will be displayed and the ‘Save’ button will be disabled. If all validations pass and the import is successful, after clicking ‘Save’, you will be brought back to the Field Management page and can find your Hierarchy Grid by searching by the field name. To add the new Hierarchy Grid to a process, follow the normal steps for adding a field to a process (or you can create a new process). 2 4

5. Creating Hierarchy Grids in eCPIC: Adding and Editing Data Once the Hierarchy Grid has been added to a process, a User can add a new row by selecting the ‘Insert New Row’ button (Step 1), located at the bottom left of the grid. 1 This will open up a new window containing the parent-child data, which was identified in the uploaded MS Excel file. After the User selects the Parent (Step 2), the Child list for that particular Parent will be populated. In the example below, the Parent is “Human Resource Management” and the Children options are “Employee Relations”, “HR Strategy”, “Labor Relations”, “Staff Acquisition.” Once the User selects the Child (Step 3), click ‘Update’ (Step 4) to finalize the selection. 2 3 4 After a User updates the information, a new row will appear on the table. Click the icon (Step 5) at the top of the page to save the changes. To make edits to rows within a Hierarchy Grid, Users will use the Row-Edit template (inline editing is not available in tables where one column’s selections are dependent on another column). To open the Row-Edit template, double click on the cell in the ‘Edit’ column of the table (Step 6). This will open up a similar window to the one used to insert a new row (see Steps 2-4). Make any changes to the information and select ‘Update’. 5 6

6. Creating Hierarchy Grids in eCPIC: Exporting Data A User can export data from a Hierarchy Grid into Excel by clicking on the MS Excel icon (Step 1). A new window will load, allowing you to ‘Open’, ‘Save’, or ‘Cancel’ the operation. Click Open (Step 2). Just as with all datagrids in eCPIC, this will open a MS Excel document with the information from the Hierarchy Grid, as shown below. Once exported, a User can utilize the Toggle Excel Import functionality to make updates back into the Hierarchy Grid within eCPIC. In general, this MS Excel export/import functionality works in the same fashion to all other standard datagrids in eCPIC. 1 2