Search for classifications

For easier navigation and search in the Classification Scheme, you can use the Search feature.

The feature enables you to easily search classifications or classification groups. Search results are marked orange.

CASE SUMMARY The Tecta company concluded several contracts with their business partners. The person responsible wants to find particular contract but they cannot remember in which classification they saved the document. For this purpose, the person responsible uses the Search feature.

To do this, the person responsible selects Settings | Documentation | Classification Scheme.

A form with the company's Classification Scheme opens.

In the toolbar of the form they enter "contract" into the Search field and selects the (Search) button.

PANTHEON colours the result in the Classification Scheme orange.

HINT If the search string contains multiple classifications, multiple classifications are coloured. Below, see a case of searching classifications that contain the word "plan" in Type of Material.

The person responsible can review and edit classification settings on the right side if needed.

HINT In practice, authorizations of classifications mean that different employees of the company have different accesses to the documentation. The director of the company can, for example, see and edit all documentation, personnel documents can be seen and edited by users employed in human resources, and IT has access to business documentation.