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Examples of Business Classification Terms

Prerequisite 

Before you create or modify the term store, the Managed Metadata Service must be configured.

Creating Terms

Classification terms should be associated to a RecordPoint outcome before it can be used for creating rules.

To create a new term

1. In RecordPoint, from the Rules Manager menu,
2. Select Manage Term Store (this will redirect you to the Central Administration Term Store)
3. In Term Store Management
4. Click to expand the top level node of the RecordPoint Term Group
5. Under the term group or node where a new term is required, right click and select “Create Term”
6. Provide a name for the new term and click enter

Update and Synchronise the Term set after any changes to the Term Store

1. In RecordPoint, navigate to Management and select Settings
2. Select Pack Settings
3. Select the Term Set for RecordPoint and Update
4. Under Synchronise the term set, click Synchronise