The Reassign Classifications tool allows you to manage the structure of your Classifications, by moving a Classification under another to change the path.
This tool can be used on any Classification, including Stakeholder Groups, Event Types, Issues and more.
For example, you can use "Reassign Classifications" to:
2. Move a Classification without a parent to sit under a parent
3. Move a Classification with a parent to sit under a different parent
After Reassigning the Classification, the Classification will not have a parent and will sit under Issue Type
After Reassigning the Classification, the Classification will sit under the parent
After Reassigning the Classification, the Classification will sit under the other parent
|Dust (currently sits under Construction) will become a top-level Issue Type (like Access, Contract/Legal and Enquiry)||Impact (Business) (currently stand alone) will now sit under Construction (like Dust, Noise, Timeline etc.)||Air Quality (currently sits under Environment) will now sit under Construction (like Dust, Noise etc.)|
NOTE: Reassign Classifications preserves all existing relationships with records. Just like renaming a Classification, Records that are already tagged with Air Quality will still be tagged with Air Quality.
Click Management then Reassign Classifications.
The tool will open in the next panel. First, select the Classification you would like to move. Next, select the Classification you would like to move it under.
In this example, we will move Impact (Business) under Construction.
After the Reassignment is completed, Impact (Business) will now sit under Construction.
To move a Classification so it sits by itself, without any parents, select the Classification Category itself to move it to. For an issue, that would be Issue Type.
NOTE: Take care to only move Classifications under a Classification that is already a parent OR has no data associated. If a Classification is reassigned under an active Classification, the previously active Classification will become a parent and you will not be able to select it.
Learn more about how to manage Classifications.