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Workflow for categorizing users with categories and keywords

An administrator for the Central Designer Administrator application follows these steps to categorize Central Designer users:

  1. The administrator selects a user and selects the Categorization tab, where you can view all keywords and categories in the Users catalog.
  2. The administrator categorizes users with one or more keywords and categories.

A Central Designer study administrator follows these steps to search for categorized users:

  1. The study administrator opens the Users Browser and searches using categories and keywords as search parameters.

    The search finds only users categorized with the selected parameters.

  2. The study administrator adds the users to study or library teams.

In the following example, assume a user is a study architect with .NET experience working in Boston. That user could be categorized with the .NET, Architect, and Boston keywords. If Central Designer users select the .NET, Architect, or Boston (or all three) keywords as search parameters, then the user appears in the search results.

Illustration. Sample keywords list. Surrounding text describes the graphic.

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