Classification

This article explains the purpose and functionality of the Classification feature in the system. Users will learn how to record and manage client-specific data using classifications and explore related tools and processes.

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Overview

The Classification feature allows users to:

• Record an unlimited number of classifications for each client.
• Capture client-specific data that may not fit existing fields in the Client Profile.
• Utilize user-defined fields linked to Custom Questions for flexibility.

Navigation Menu:
Main Menu → Clients → Classifications
Applies To: Enterprise, Plus

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Details

The Classification form includes the following fields:

• Classification: Select from a user-defined list of classifications. Required field.
• Eligibility Start Date: Records the start date for classification eligibility.
• Eligibility End Date: Records the end date for classification eligibility.
• Review Date: Indicates when the classification requires a future review.

Notes:

• Stores miscellaneous information relevant to the classification record.

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Available Functions

Adding Multiple Classifications:

1. Click the Add Multiple button.
2. Place checkmarks next to the desired classifications.
3. Click OK to save or Cancel to close without saving.

Key Notes:

• The system prevents duplicate records from being created.
• Classifications display in category order.
• Only classifications meeting these criteria will display:
  • Not tagged as Category = WebReg.
  • Not marked as Program Display = Only.
  • Must have a Category assigned.

Editing or Deleting Classifications:

• Use the Edit button to modify an individual classification.
• Use the Delete button to remove a classification.

Note: User permissions determine access to these functions.

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Conclusion and Additional Resources

Classifications provide a flexible way to manage client-specific data. Use the tools and functions described to streamline classification management.