Managing Classifications

Manage the use of the RecordPoint Classification Group

Allows the setting of start and end dates for a classification. By doing so, outcomes used in a rule will classify content submitted within the specified time frame.

1. In RecordPoint, navigate to the Rules menu and select Manage Classifications
2. Navigate to the classification term to manage
3. From the item drop down menu, select Edit Item
4. Pop up form will appear
5. Provide a start and end date using the date picker
6. Provide a description or notes as required
7. Click Save
8. This term has now been updated and will be applied to any outcomes (and rules) associated with this class