Add Classifications

Purpose

Add Classifications for each Classification Type and populate the lookup lists.

How to… Add a Classification

1. Click Shared Configuration - Classifications then Edit.
The Classification edit window opens.

2. Click + in the toolbar.

3. Enter the required data on the applicable tabs.
Header
Notes, if required.

4. Save the record.

5. Select the Attributes and Documents that are linked to the Classification.

Linked details

Data fields

These data fields are captured on the Classification edit window Header tab.

Field	Description/Setting
Type	A Classification Type for grouping on reports and enquiries.
Description	The name of the Classification.
Classification Number	The number used to identify the Classification within a Classification Type.
Site	The Site where this Classification is used. A User with access rights to this Site can view and use this Classification. Select a Site from the lookup list.