# Working with Process Hierarchy (Document Control)

<a href="/en/gr/78612/">QualityOne Vaults</a> allow you to display business processes and associated documents in a hierarchical interface. _Visual Hierarchy_ records store information about a Process and the relationships between Processes. You can establish parent-child relationships between Associated Processes up to five (5) levels down from the parent record.

The <a href="/en/gr/519899/">_Process Hierarchy_ page</a> displays the _Visual Hierarchy_ records according to the relationships between the Associated Processes. You can associate relevant supporting documents to one (1) or many Processes.

Depending on your <a href="/en/gr/519901/">Admin's configuration</a>, object, field, and section labels may appear differently than the labels mentioned in this article.

## Creating Visual Hierarchy Records {#creating-records}

Before you can populate your Hierarchy, your Admin must <a href="/en/gr/32857/">create the appropriate object types for the _Visual Hierarchy_ object</a>. Once the object types become available, you can create a set of associated _Visual Hierarchy_ records to populate the Hierarchy structure and pages. 

During record creation, you can arrange the position of each record to determine where it should display on the _Process Hierarchy_ and _Process Details_ pages by establishing the parent-child relationships. 

To create and arrange _Visual Hierarchy_ records:

1. Navigate to **Business Admin > Objects > Visual Hierarchies** or to a custom tab.
2. Click **Create**.
3. Enter a **Name** and **Description**. Vault displays the _Name_ as a clickable item in the Viewer and displays the _Description_ in the _Process Details_ page.
4. Optional: In the _Position within Parent_ field, enter a value to determine the order in which Vault should display the records in the Viewer of the Hierarchy page and the Associated Processes of the _Process Details_ page. If you do not enter a value, the record will list under any record that contains a position value. If multiple records contain the same value or are blank, Vault resolves the conflicts by displaying the records in alphabetical order.
5. Optional: In the _Icon_ field, enter a valid icon label. Use the <a class="download-link " href="https://platform.veevavault.help/assets/downloads/cpc-doccontrol-icon-labels-22r23.csv" target="_blank" rel="noopener">list of valid icons<i class="fa fa-download" aria-hidden="true"></i></a> to enter the appropriate label.
6. Click **Save**.

By default, Vault immediately displays the newly-created _Visual Hierarchy_ records in the Viewer to users with the appropriate permissions. Depending on your Admin's configuration, _Visual Hierarchy_ records may need to go through a review workflow or lifecycle state change before displaying in the Viewer.

### Reparenting Visual Hierarchy Records {#reparenting-records}

You can reparent _Visual Hierarchy_ records between records of the same object type. 

To reparent a _Visual Hierarchy_ record:

1. Navigate to the _Visual Hierarchy_ record you want to reparent.
2. Click **Edit**.
3. Select a new target parent in the _Parent_ field. 
4. Click **Save**.

## Adding Documents to a Visual Hierarchy Record {#adding-documents}

To display a collection of relevant supporting documents in the <a href="/en/gr/519899/#process-details">_Process Details_ page</a>, you must add the associated _Documents_ to the appropriate _Visual Hierarchy_ record by creating an associated _Hierarchy Document_ record.

To add _Documents_ to a _Visual Hierarchy_ record:
1. Navigate to the appropriate _Visual Hierarchy_ record and click **Create** in the _Hierarchy Documents_ section.
2. Choose one (1) or more **Documents**.
3. Click **Save**.

Vault populates the _Documents_ section of the _Process Details_ page with a filterable list of the added documents.

## Limitations {#limitations}

The following limitations apply to Process Hierarchy:

* Depending on your Admin's configuration, you can create a maximum of three (3) _Visual Hierarchy_ records without a parent record and a maximum of five (5) levels of parent-child record relationship. 
* Depending on your Admin's configuration, each parent _Visual Hierarchy_ record can have up to ten (10) child records. 
* You cannot associate or reparent _Visual Hierarchy_ records of a given object type with a parent record of a different _Visual Hierarchy_ object type.
* You cannot convert a child _Visual Hierarchy_ record into a root record, and a root record cannot be converted to a child record.