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--- unmatched_grouping [2018/10/18 09:48] – created lisa.maloney
+++ unmatched_grouping [2018/10/18 09:54] (current) – lisa.maloney
@@ Line 23: / Line 23: @@
 **Product:** Displays products which are not assigned to a product grouping.  All products should be assigned to a product grouping.
+-----
+__Steps to resolve the Unmatched Groupings__
+Clicking on the count in the widget will open the association screen for that grouping section.  The hierarchy member – which indicates if a record is in the hierarchy – defaults to false showing the list of users, companies, or products which need to be assigned to a grouping.
+{{:pasted:20181018-094931.png}}
+The hierarchy groupings display on the right side of the grouping association screen.
+{{:pasted:20181018-094949.png}}
+To assign a record to a grouping, click on the row in the grid and drag and drop the row onto the correct location in the hierarchy.
+{{:pasted:20181018-095005.png}}
+{{:pasted:20181018-095031.png}}
+After assigning the data to the groupings, click Save at the bottom of the screen.
+{{:pasted:20181018-095052.png}}
+Once a record is assigned to a grouping, the hierarchy member updates from false to true.
+To view all the data within the hierarchies, there is an option to expand all and collapse all hierarchies.
+{{:pasted:20181018-095210.png}}

Telus TPM Documentation