Classifications

Classifications are used to further classify forms and associate them to filters and reporting, as well as facilitate logic within a form. You can use classifications on any template in the module.

You can use classifications to apply logic to template headers.

Go to Template creation > Form and Task Builder – Build Tab > Classifications section for more information.

Considerations

  • You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

  • You cannot delete classifications used in published templates.

Steps

To navigate to Classifications, see steps to access organization level settings in Settings overview.

Add a category

  1. Click the Add Classification icon.

  2. Enter a name, and then click Save.

Delete a category

  1. Select a Classification or Classifications.

  2. Click the Delete classification icon.