Classifications dialogue box

Only users with the permission Administer Classifications can access the Classifications dialogue box.

It enables you to set the options for each level of the Classification system, set the numbering pattern for subordinate Classifications as well as enabling you to administer security for the level.

  1. From the Manage ribbon, click Classifications.

    The Classifications dialogue appears.

    A tree view of the Classifications appears in the top list pane with details of the selected level in the view pane below.

  2. Right-click to create, modify and remove Classifications from your Classification system.

    See Classifications shortcut menu.

    To access a Classification's properties, right-click it and then click Properties.

  1. Select a single Classification or tag multiple Classifications, and on the right-click menu, click Show Records
  2. Content Manager displays the records for the selected or tagged Classifications

NOTE: You cannot create new records from the main Classifications Plan dialogue box, which you access through Manage - Classifications. The option to create new records is available from the Records - classification window, which can be opened from the Search ribbon, in the Browse Records group, click Classifications; or from the Home ribbon, in the File group, click Explorer, then open and navigate through the Classifications node.

The same dialog appears when you are creating new Categories, as well as modifying the Properties of a Category.

NOTE: To search for a Classification option, on the Classification dialogue box, click in the Search field and type in a word or phrase that is in the option's caption. The list of Classification pages will reload to display the pages that have an option that contains the searched word(s). Click on the displayed pages to find the required option. To reset the pages back to the default list, click the Clear button in the search field.

You will find detailed explanations of the options in these pages:

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