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Navigation: Job Management > Configure Job Management

Configure Organizational Structure

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Job Management uses a hierarchy model to define how responsibility is distributed across users in your organization. When registering a portal group, an administrator selects a hierarchy type that governs who can create jobs, execute work, and close jobs. This model reflects how your organization operates in practice.

job-management-heirarchy

Two-Level Hierarchy - Supervisor and Worker

In a two-level hierarchy, job management responsibilities are divided between two distinct roles: Supervisors and Workers.

Supervisor: Oversees the job lifecycle. Supervisors create jobs, assign them to workers, monitor progress, resolve conflicts before job closure, and close completed jobs.

Worker: Carries out the assigned work. Workers execute jobs, make edits in the job's branch version, and sync with the default version during active work.

This model suits organizations where oversight and execution are handled by different people, such as a field crew supervised by a project manager.

Responsibilities by Role

Responsibility

Supervisor

Worker

Create and assign jobs

Yes

No

Execute jobs and make edits

No

Yes

Reconcile during active work

No

Yes

Resolve conflicts and close jobs

Yes

No

Single-Level Hierarchy - Worker Only

In a single-level hierarchy, a single user type handles the entire job lifecycle from start to finish. Workers in this model act as both the executor and the manager of a job.

Worker - acting as Supervisor - Creates and assigns jobs, performs edits, reconciles versions, resolves conflicts, and closes jobs.

This model suits smaller teams or organizations where individuals manage their own work end to end, without a dedicated oversight role.

How Hierarchy Affects the System

The hierarchy type configured for a group determines which UI elements and actions are available to its members.

It also shapes the approval workflow around job closure:

In a two-level hierarchy, a job completed by a worker must be reviewed and closed by a supervisor. The supervisor is responsible for the final reconcile and post.

In a single-level hierarchy, the worker closes the job themselves after completing the work.

Conflict resolution behavior is configured separately from hierarchy but is applied consistently across both models. See Resolve Conflicts in Job Management for details.

Hierarchy Is Set at Group Registration

The hierarchy type is assigned when a portal group is registered with Job Management.

Once the group is registered, the hierarchy cannot be changed.

If your organization's workflow changes and a different hierarchy is needed, a new group must be registered.

All members of a registered group share the same hierarchy model. If different teams in your organization require different models, register them as separate groups.

What's Next

Register a Portal Group

Create and Assign Jobs

 

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Documentation Version 1.17 (ca68ceb8)