Classifications is the term used to describe the options a User is given when editing the dropdowns and tags on Records.
Required System Role: Standard User
Required Team Role: Viewer
What are Classifications
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.
Classifications are how Users tag Records for search and reporting purposes. For example:
Stakeholder Groups: Environmental Group; Directly Impacted Stakeholder describes your Stakeholder.
Event Type: Phone call describes the type of your interaction
Sentiment: Positive describes the sentiment of your interaction.
There are two types of Classification fields:
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Classifications: These are single-select. You can only choose one tag when editing these fields.
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Classification Groups: These are multi-select. You can choose as many tags as you like.
Classifications
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Here is what a Classification List would look like in the Management section of the system.
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Here is what Classifications look like when a User opens the drop-down in the record.
Classifications are single-select, so your list will typically be mutually exclusive. One example is Event Type (the channel of the interaction). An interaction is best described as either a phone call or an email, not both.
Classification Groups
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Here is what a Classification List would look like in the Management section of the system.
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Here is what Classification Groups look like when a User opens the drop-down in the record.
Classification Groups are multi-select and are used when picking multiple options allowing you to better describe your data.
For example, Stakeholder Groups and Event Issues are common examples of Classification Groups, as a Stakeholder might be an affected resident and part of a community group, and an Event might cover Issues including Business Access, Project Timeline and Employment.