Hierarchal Codelists

Overview

A Hierarchical Codelist provides a hierarchical view over one or more ‘standard’ Codelists. A Hierarchical Codelist can be thought of in the same way as a database view: it does not define any new codes, it is used to group any number of existing Codes from any number of existing Codelists. See this article for more information on authoring and maintaining structures.

Wizard

From the Items menu, select the Hierarchal Codelist Page and use the maintenance button to create a Hierarchal Codelist.

Step 1 - High Level Details

The steps in a Hierarchical Codelist Wizard includes step 1 which provides the generic, high level details about the Hierarchal Codelist. See this article for more information on authoring and maintaining structures.

Step 2 - Codelists and Hierarchy

The second step requires information on the Codelists that will be required when building the Hierarchies.

In addition this step includes the definition of each Hierarchy contained in the Hierarchical Codelist.

Step 3 - Build Hierarchy

Step 3 provides Codes management in each Hierarchy. Each Code added to the Hierarchy is clickable and can be dragged and dropped into a new position as required.

Step 4 - Levels

Step 4 of the wizard allows the user to provide a formal definition for each level of the hierarchy. For example if the root codes in a Hierarchy are all related to Industry Sector with child codes are all related to Industry Type, then the Hierarchy could be given formal levels to define this.