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 Classifying a Document in the Document Info Record

Prerequisites

See: Before You Classify a Document

Procedure

  1. On the Basic data screen, choose Start of the navigation path Extras Next navigation step Classification. End of the navigation path

  2. The Classification screen, which is divided into the following sections, is then displayed.

    Object

    Displays the key data of the document as well as class type.

    Allocations

    List of allocated class(es)

    Valuation for <Class> <Document>

    List of all characteristics of the given classes. Is only displayed when at least one class allocation exists.

  3. Enter (one) document class(es) and confirm your entry.

  4. The system adds the screen section Valuation to <class> <object> to the screen . On the tab page General all characteristics of a class are listed.

    If the class is part of a class hierarchy, you may see other characteristics for characteristics that are inherited from superior classes in the hierarchy.

    As long as only one class has been allocated the characteristics displayed are based on the entered class.

    As soon as several classes are allocated you must select a class and choose (Valuation of the allocations) .

  5. Select characteristic that you want to valuate.

  6. Select (Choose).

  7. The settings in the characteristic (for value assignment or interface control, for example) determine how individual characteristics are processed. You can use all active value assignment functions.

  8. After you have entered the characteristic data you can leave processing of the class data. Choose Back .

  9. Save your document.