Creating classifications

You classify information to categorize it logically, so that the information is easier to find. You can classify different types of records, such as location records, asset records, item records, and work order records.

About this task

To make a classification available for every organization and site, leave the Site and Organization fields blank.

1. From the application toolbar of the Classifications application, click New Classification.
2. In the Classification field, specify a classification.
3. Specify the information for the new classification.
4. Optional: To specify the records that you want to use with the classification, click New Row in the Use With table and add one or more records.
5. To add child classifications, click New Row in the Children table.
6. Optional: To add attributes, insert rows and complete the fields in the Attributes table. For most of the fields, click Select Value to select from existing values. Alternatively, you can create values, as with the Classification field.
7. Click Save Classification.