Classifying Objects

To classify an output, follow these instructions.

For further information about classifying outputs, see Classifying Outputs.

To classify an object instance or definition:

1. When you first create an object, a classification interface appears automatically. If you are creating a new object definition and instance at the same time, a classification interface appears for both the definition and the instance.
   If you want to change or view the classifications afterward, go to the object and select Assign Classification from the Actions drop-down list. To change the classifications, click Update.
2. Select a Subtype from the drop-down list, according to your company's policy, and click Go.
   The system displays the classification hierarchies and levels defined for that subtype. Under each hierarchy name, the system displays the levels of that hierarchy for which objects of the subtype you specified must have a value. For example, in the Project/Study/Site hierarchy, an object subtype may require classification at the Study level, while classification at the Site level is optional. If classification at the Project level is not predefined for the object subtype, the Project level is not displayed.

   For each level you see the following information:

   • Classification. The system displays the name of the level inside its hierarchy.
   • Type. The system displays whether the row shows a Subtype, a Hierarchy, a Level, or a Term. For terms, this field does not say "Term" but displays Inherited or Explicit, as the case may be.
   • Assignment Type. If the classification type is Inherited, the object is automatically classified to the same value for this level as its container object. For example, an object definition inherits the value from its Application Area or Domain, and an object instance inherits the value from its Work Area.

     If the classification type is Explicit, you can enter one or more values. There may be a default value; if so, you can override it.

     You can change the type. Normally it is best to leave inherited classifications alone, but there may be times when a particular object should not inherit the classification value of its parent.

   • Search and Add Value. If the assignment type is Explicit, you can search for values and assign them to the object.
   • Mandatory. If Yes, objects of this subtype must have a value assigned for this level, either explicitly or inherited. If No, you can assign a value from this level to the object, but it is not required.
3. For Explicit-type assignments, you can search and add values, as follows. If classification to the level is mandatory, you must do so.
   • Click the + icon in the Search and Add Value column. The system opens the Select Classification Hierarchy Terms/Values screen with a field displayed for each level in the hierarchy.
   • You can click Go to see all the possible classifications at once, or you can narrow the search by specifying a value in one or more of the fields. For example, in the Project/Study/Site hierarchy, if you enter Project A in the Project field and then click Go, the system returns only studies and sites related to Project A.
   • Select one or more values in the Results section and click Select and Continue. The system returns to the Assign Classification screen with the value or values you select displayed under their classification level.
4. Repeat for each level for which you want to assign classification values.
5. Click Apply. The system saves all the classification assignments you have made for the object.

Note:

The system applies classifications to objects by running the Oracle LSH Context Index Refresh program every two minutes. Therefore you may have to wait up to two minutes for your classifications to take effect.