Categorization Tree

Use this tab to create and manage a hierarchy tree for the categories used in the panel - . The categories are defined by the user (company) and used to classify jobs, with each job belonging to one or more categories. You can then use these classifications when for example setting up exclusion rules for sampling (go to Job Information for more information).

Figure 1 - Example of the Categorization Tree tab

Adding Groups and Categories to the Panel

To add a categorization or a group to the tree:

1. Go to the Sampling Management > Sampling Settings menu command and click the Categorization Tree tab.
2. Right-click on the item after which you wish to create the group or categorization, then select Add Category or Add Categorization Group from the drop-down menu as appropriate.

The Categorization Group Name or Category Name form opens as appropriate - .





Figure 2 - The Category Group and Name entry forms

3. Type the name for the new item into the Category Name field, then press Return or click Save to save the changes.

Note: Only alpha-numeric characters, underscore, parenthesis, apostrophe and space may be used in these fields.

The Group or Categorization is added to the tree - .

Figure 3 - Example of a Categorization Tree with Groups and Categories

These categorizations will be available to you in the Category fields on the Job Information tab when creating and/or editing the current job (go to Job Information for more information).