Creating a new Classification

How to create new classifications, such as Event Issues, Event Types, or Stakeholder Groups

Classifications is the term used to describe the options a User is given when editing the dropdowns and tags on Records. Some examples of standard system classifications are Stakeholder Groups, Stakeholder Distribution Lists, Event Types and Event Issues.

You can find some more information on what Classifications are in this article here.

First, navigate to the Management area (1) and click Classifications (2).

This is where all your dropdown and multi-select lists are managed.

Clicking on each Classification type will allow you to manage that type of Classification. For example, clicking on the top option, Event Type will allow you to create new and manage existing Event Type options.

Next, click the name of the list (3) you want to manage, then click [New] (4). In this example, we are going to add a new Issue.

A new leaf will open to the right. Here, you can enter the name of your new classification (5) as well as the description (6). Finally, click [Save] (7).

Creating New Child Classification

Classifications can also be structured with parent: child relationships.

To create a Classification that sits under another navigate to the parent Classification (8) and click [New] (9).

Populate the details of the Classification (Name and Description) (10) and click Save (11).

The outcome of this process is that the Classification "Catchment" sits under "Education", as pictured below.