Setting up the Coding Tree

Learning Experience Team

July 02, 2021 18:56

With a Coding Tree structure, an Associate should be coded to a Sponsor for every Rank. The Coding Tree only calculates once at the time of Enrollment and never changes after that, after which their Coding Tree is locked in.

This codification is displayed on an Associate's Detail page. For more information, see this article’s Viewing and Editing Coding section.

Turning on the Coding Tree

Admin: Corporate Admin
Page: Settings > Advanced Settings > UI
URL: [ClIENTID].corpadmin.directscale.com/Settings?category=UI
Permission: ViewAdministration(), ViewAdvancedSettings()

To enable this feature:

Locate the Available Components section.
Select the Coding Tree checkbox.

To disable the Coding field, unselect the checkbox.
Click the Save Changes button.

Displaying Retail Customers in the Coding Tree

Admin: Corporate Admin
Page: Settings > Advanced Settings > Commission
URL: [CLIENTID].corpadmin.directscale.com/Settings?category=Commission
Permission: ViewAdministration(), ViewAdvancedSettings()

If you want the Coding Tree to include Retail Customer types:

Locate the Tree Settings section.
Select the Should Code Retail checkbox.
Click the Save Changes button.

Setting the Minimum Rank for Coding

You can determine the minimum Rank a Sponsor needs to reach before having Associates coded to their Coding Tree.

Enter the Minimum Coding Rank.
Click the Save Changes button.

If a Sponsor is any lower Rank, the Sponsor will be coded at Rank 0 when they enroll a new Associate.

Viewing and Editing Coding

Admin: Corporate Admin
Page: Associates > Search Associates > Associate Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Detail?id=[ASSOCIATE_ID]
Permission: EditAssociate()

On an Associate’s Detail page, the Organization section can display the Sponsor’s achieved Rank when they enrolled the Associate, helping track a Sponsor’s progress.

To view the Sponsor’s Coding genealogy.

Click the button.

The Rank Coding pop-up window opens.

To modify the Rank, the Sponsor was when an Associate enrolled:

Click the button.

The Edit Coding pop-up window opens.
Click the Coding Rank dropdown and select the new Rank. The coding for Ranks after this is calculated based upon the Enroller’s coding.
Click Update Coding.

Viewing the Coded Rank Report

Admin: Corporate Admin
Page: Reports > Associate Reports
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Reports/Associates
Permission: AssociateReports()

For this report, you must use the Coding Tree and code Associates to each other.

Coded Ranks Report — *Image - Coded Rank Report*

The report displays the coded Ranks for Associates and which Associates are coded to whom and at what levels.

To view data:

Search for and select an Associate’s name in the Enrollment Tree field.
Enter the number of Levels deep to pull.
Click the Submit button.

For more information, see Viewing Pre-Built Associate Reports.