Corporate Hierarchy in Converge

The Corporate Hierarchy tool allows you to group pipelines based on organizational or operational criteria. These groupings can be used to:

  • Filter or search for assets more efficiently
  • Assign or edit risk profiles
  • Manage risk based on land concerns, operational status, or mitigation plans


Getting Started

A screenshot of a computer AI-generated content may be incorrect.

  1. Navigate to Asset Management > Corporate Hierarchy.
  2. If hierarchies have already been imported (e.g., by area, district, or field), they will appear in the list. Otherwise, the table may be blank.


Creating or Editing a Hierarchy Profile


  • Click Create New Hierarchy to build a new profile.
  • To edit an existing profile, click the edit icon next to its name.
  • You can update the name, description, and assign a Risk Profile from the dropdown menu


Adding Assets to a Hierarchy

  1. Select assets on the map using:
    • A query
    • The selection tool
    • A selection import list
  2. Click Save from the map toolbar.
     
  3. In the prompt that appears:
    • Choose the appropriate Hierarchy Name from the dropdown
    • Review the number of pipelines to be added
    • Click Save


To remove assets, click the delete icon next to the pipeline name. Changes are saved automatically.



Using Hierarchies in Queries

  • In the Hierarchy dropdown, select Corporate Hierarchy to filter by your profiles.
  • Use Not Set to find pipelines not yet assigned to any hierarchy.



Merging Hierarchies

To combine multiple hierarchies:

  1. Use the Query Builder to select all relevant assets.
  2. Run the query and click Save from the map toolbar.
  3. In the save prompt, select the hierarchy profile you want to merge the assets into.



Verifying Changes

Use the User Edit History report to review and confirm any updates made to your hierarchies.

Would you like this turned into a downloadable PDF or formatted for your help center platform? I can also add visuals or icons to make it more engaging if needed.

 




Need More Help?

For additional guidance and resources, visit the official Converge support page:
Support : GDM Inc.