To simplify the process of finding and managing activity
records, you can classify the records. Categorizing an activity involves
classifying it and adding and modifying attributes to further group
the classification.
About this task
For example, you might classify an activity as a notebook.
The notebook classification might have the attributes of memory, speed,
and disk space associated with it, which are copied to the record
upon classification. As needed, you can add attributes such as operating
system and power, change the attribute values, and remove attributes
associated with the record.
Procedure
- In the Activities and Tasks application, display the activity
record that you want to categorize.
- Select a classification for the activity in one of the
following ways:
| Choice |
Description |
|---|
| Use the Classification field |
In the Classification field of the
main application tab or on the Activities and Tasks tab,
click Detail Menu and then select Classify to
produce a classification hierarchy tree that you can drill down through
and select a classification. |
| Use the Class Description field |
In the Class Description field of the
main application tab or on the Activities and Tasks tab,
you can hasten the classification search as follows:
- Click the Select Value icon next to the Class Description field
and enter a keyword or a word string, such as Operating
System into the Description field
of the window. All classification values that contain the keyword
or word string are retrieved.
- Click a value from the resulting list to select the classification.
|
- Optional: You can view the attributes that
are associated with the selected classification in the Attributes
table window. You can also add, delete, and change the values of the
attributes in the row details.
- Save the activity.
The full classification
path appears in the Classification field, where
you can view all nodes of the classification.