Document classification

   

Document

   
Prerequisite: To configure document classification codes, you must be assigned the DATAADM access code.

About classification

Document classification aims to order and prioritize data based on its sensitivity. For example, some documents can be available to everybody, while others might contain information that cannot be shared with a wide audience. Document classification code is a required field for each document and it defines its sensitivity level. You can configure document classification codes in WorkZone Configurator on this page.

Create a classification code

  1. On the main page, select Document.
  2. On the Document classification tab, in the bottom-right corner of the page, click Create.

  3. Fill in the following fields in the Create classification code dialog box:

    • Label by default – The name of the classification code that will be visible for users.
    • Code – The code in the database.
    • Localize label – Optionally, specify names in other languages.
    • Rank – A user-defined ranking of the classification code The rank is used to determine the sort order of the drop-down list for the property with 0 being the highest rank or top-most option in the drop-down list. Identical or empty rank numbers will be sorted in descending alphabetical order.
      The rank can also be used when merging two documents with different classification codes. The classification code with a higher priority will be assigned to the resulting document.
    • Selectable - Disable to make this value non-selectable for WorkZone Client users.
      • Note: Non-selectable values can still be set as the default values and will be visible to the users in WorkZone Client, but users will not be able to select them (or to re-add them, if the user has changed a non-selectable default value to something else).
    • Start date –  The date when the classification code becomes active. Before the start date, the classification code is invisible on the user interface.
    • End date – The date when the classification code is deactivated. After the end date, the classification code becomes invisible on the user interface.
  4. Click Create.

Edit a classification code

  1. Point to the classification code that you want to edit. A menu bar with action buttons appears.
  2. Click Edit.
  3. Apply the required changes in the Edit classification code dialog box.
    Note: You cannot edit the Label by default and Code values.
  4. Click Save.

Delete a classification code

You can only delete a classification code that does not have any records in the database.

  1. Point to the classification code that you want to delete. A menu bar with action buttons appears.
  2. Click Delete, and then click Delete.

Define default classification code

You can define default classification code for your organization globally. It will be applied to all documents automatically if a different classification code is not defined specifically on a document or on the case group level. See Define default values for a case group.

Note: Documents created in WorkZone 2017 SP1 and earlier versions are not classified automatically. Default classification code is not applied to them, too. Users can assign classification codes to such documents only manually.
  1. On the main page, select Document.
  2. On the Default document classification tab, select the desired classification code from the drop-down list.