Browsing by Classification

Owned by RecordPoint (Unlicensed)
Last updated: Jan 13, 2017
2 min read
 Article Contents

RecordPoint provides the ability to browse records by classification and filters. Filters can be used to refine a set of results shown by applying multiple criteria beginning with a classification term and a range of default metadata options by selection, entry and date range. The availability of browse filters is provided in context of the browse view type.

The browse panel is available in the following areas in RecordPoint:
     • Under the Records menu: Records, Files, Boxes and Unclassified
     • Under the Rules menu: Rules Setup

In general, the available filters in each of these areas are limited to metadata relevant to the content displayed.

Browsing by Classification

  1. To browse content by Record Classification
  2. Expand the node of the classification you wish to filter by
  3. The hierarchy of terms or nodes are defined by the RecordPoint Classification Term Group in Central Administration. For more information please see the Manage Term Store article.
  4. Select the classification filter – results will now be filtered to the classification selected
  5. To view results by another classification, select another class
  6. To return to the full result set, select Clear under top classification node

Refine Results

  1. To refine these results, apply Key Filters
  2. Provide the selection or data required in the available key filters
  3. Click Apply
  4. Results filtered by the classification selected will now be refined by the key filters applied
Note: Key filters are only applied to the range of results shown. Therefore if results have been filtered to a classification, the key filters will only apply to this range of results

To apply key filters to the full range of content, firstly ensure that the Classification filter is cleared. 

Save Queries

  1. To save a search query
  2. Select the required Classification
  3. Select and apply the required Key Filters
  4. Navigate to the RecordPoint Ribbon
  5. Select Save Query
  6. Provide a title, description and category
  7. Click Save

The ability to save queries is only available through the record, file, box and unclassified browser views.

The query is now saved and can be used across the available browse views.