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Configuring Classification Types

Where to add/delete/view/modify Classification Types. See Working with Classifications.

  1. From the Explorer click SetupConfiguration;
  2. From the pane on the right, select the green ‘Classification Types‘.
  3. The document titled ‘Classification Type Configuration’ will open. (see below).

Creating a new Classification Type

Creating a new Classification Type

How to add a new Classification

  1. Click on New Classification Type.
  2. In the new window, give it a name and description.
  3. Click Save, or Save and New to add more.

The new Classification Type will now be available in the Class drop-down lists found under the ‘Classification‘ tabs.

Classification Type selection

Classification Type selection

How to edit/delete/view Classifications

  1. From the Explorer click SetupConfiguration;
  2. From the pane on the right, select the green ‘Classification Types‘.
  3. The document titled ‘Classification Type Configuration’ will open.
  4. Select the view view icon in front of the classification to be edited.
  5. Click on ‘Edit’.
  6. You can change the name and description.
  7. Click ‘Save’.
  8. Alternatively – to delete, click the trashcan next to a description.

Also Read About


Working with Classifications