Creating Classifications

This article details how to create Headings, Tags and Lists.

Classifications are used to organise data in Consultation Manager. There are three distinct types of Classifications:

1. Classification Tags - Tags are the level which is directly linked to your data (records). Tags can sit under a Heading, but this is not essential, and Tags do not have children.
2. Classification Headings - Headings are used to group or structure your Tags. It is the title you would use to organise your Tags into manageable and meaningful groups. They may have multiple hierarchical tiers, but cannot be connected directly to data. 
3. Classification Lists - Lists is simply the name for the overarching lists that are tied to fields within Consultation Manager. Once configured, the name of a List can change, but it cannot be detached from the specified field and replaced with a new List.

Accessing the management area 

Access is via the cog at the top right of CM. Once in the management area, select Classification Management under Classifications.

This will open the Classification Management area to the right.

Creating a Tag

Tags are words or short phrases that are used to classify (group, sort and report on) your records. You can create a new Tag by following steps below.

First, select the Classification list where you want to create a new Tag.

The List will load. Next, click '+ Add Classification'.

The Classification Details panel will open to the right.

1. Enter a name for your Tag in the Classification Name field.

2. Enter an optional description for your Tag. The description will display whenever a User hovers over this Tag within the system.

3. Click 'Add Classification' to Save your new Tag.

Creating a Heading

Headings are words or short phrases that can be used to structure your Tags. You can create a new Heading by following the steps below.

First, select the Classification list where you want to create a new Tag.

The List will load. Next, click '+ Add Classification'.

The Classification Details panel will open to the right.

1. Enter a name for your Heading in the Classification Name field.
2. By default, the Classification Type will be set to Tag. Change the Classification Type to Heading.
3. Enter an optional description for your Heading. The description will display whenever a User hovers over this Heading within the system.

Finally, click 'Add Classification' to Save your new Heading.

Creating a Classification List

The Classification List is a name given to the group of classifications that will be created for use in a specific field of an entity.

1. Click 'Create Classification List' to create a new list to be used in a custom field.

2. Enter a name for the Classification List and click 'Create List'. A notification of successful completion will appear.