Checklist—Creating and using keywords and categories

Use the following checklist to set up the Study Objects and Users catalogs in the Central Designer Administrator application. Catalogs consist of keywords and categories.

Perform the steps in the order in which they are presented. Depending on how your company uses the Central Designer application, you might not need to perform all steps.

For more information about the catalog workflow, see Workflow for categorizing users with categories and keywords.

Checklist for creating and using keywords and categories

þ	Workflow step	Where to get more information
q	1. Choose the catalog (Study Objects or Users) to which you are adding keywords or categories.	About the catalog workspace.
q	2. Create one or more keywords.	Creating and deleting a keyword.
q	3. Create one or more categories.	Creating and removing a category.
q	4. Categorize users with keywords and categories.	Categorizing a user with keywords and categories.
q	5. Categorize study objects with keywords and categories.	User Guide