Create a Classification

You can create new root-classifications or child-classifications for each level in the business functional hierarchy. You can create new root-tag classifications or child-tag classifications.

About This Task

Important: After you have created a classification, you cannot modify the placement of the classification in the business functional hierarchy. For information on deleting a classification from a Business Functional Object, refer to Delete a Classification for a Business Functional Object, and begin again.

You can create classifications in the business functional hierarchy as follows:

Table 1. Available Classification Types
Beginning from here	You can create this type of classification
Enterprise	You can create a root-Enterprise or a child-Enterprise.
Site	You can create a root-Site or a child-Site.
Segment	You can create a root-Segment or a child-Segment.
Asset	You can create root-Asset or a child-Asset.
Tag	You can create a root-Tag or a child-Tag.

When you create a new classification, you must define the following:

Table 2. Classification Definitions
Field	Description
Classification Name	The name of the new classification.
(Optional) Description	A description of the new classification.
Source ID	A unique identifier for the new classification. Note: You can assign same source ID to different types of classification such as Enterprise, Site, Segment, Asset, and Tag in different cases. For example: TurbineSiteType (SiteType), turbinesitetype (AssetType), Turbinesitetype (TagType)
(Optional) Position in Hierarchy check box	Creates the new classification at the root level in the hierarchy. You can select any Type as the root. This disables the Parent Classification box.
Type	Specifies the type of classification (Enterprise, Site, Segment, Asset, or Tag).
Parent Classification	Allows you to define the association in which the new classification is created as a child-classification. Selecting the Parent Classification drop-down list box allows you to select from the choices available. The Parent Classification is based on the Type selected. During creation of child-classifications, the Parent Classification created last displays by default. Otherwise, the first classification in the drop-down list box is displayed. If the Asset or Tag Type is selected as a classification type, you can search for a classification.

Procedure

In the module navigation menu, go to Assets > Classifications.
In the classification view, select .

Note: Classifications can be Enterprise, Site, Segment, Asset, or Tag.

The New Classification window appears.
Enter the required information in the new classification form:
1. Enter a classification name in the Classification Name box.
2. Optional: Enter a description for the new classification in the Description box.
3. Enter a sourcekey for the new classification in the Source ID box.
4. Optional: If you want the new classification to be placed into the root level of the hierarchy, select the Set as top level node check box.
  
  Important: Selecting this option disables the Parent Classification box.
5. Select an option in the Type drop-down list box.
6. If you want to change the Parent Classification, choose from the following:
  - For an Enterprise, Site, or Segment Type selection, select an option in the Parent Classification box.
  - For an Asset or Tag Type selection, select in the Parent Classification box to access the Select Classification window. Enter your search criteria, and then select Select. For more information about how to select a classification, refer to the Find and Select a Parent Classification documentation.
    Tip:
    The Parent Classification box is disabled if the Set as top level node check box is selected.
    The parent classifications associated with the Type selected appear as a list in the Parent Classification box by default. The Parent Classification is optionally preselected to the last created parent classification. If you are creating a classification that requires a different parent classification, you will need to change the selection.
7. Select Create.
Note: Create is disabled until all required fields have been completed.

The new classification appears. The classification includes the identifier information of the classification, including any inherited attributes. Instances created using the new classification are included in the selected column in the Context Browser.