Description

The classification library allows users to draw from a library of public and/or private classifications (answer options). More than a convenience feature, the classification library aids with standardization of classifications–that is, alignment with international best practices and/or consistency with internal practices.

How to search classifications

From within the question design pane

• Click on SEARCH FOR CLASSIFICATION to open the classification library window

• Search classifications using the group filter, search field, and/or classification preview

  • The group filter restricts search to the thematic group of interest.
  • The search field returns classifications that contain the entered search term.

• Clicking on Show categories displays a preview of the first 200 answer categories in the classification.

From the Classifications tab

• Click on the Classifications tab
• Search classifications by group
  • Click on the thematic group of interest in the left-most pane
  • Click on the classification of interest in the middle pane
  • Review the content of the classification to determine fit for purpose

How to copy classifications from the library to a questionnaire

From within the question design pane

After opening, the classification library window, as described in the previous section, simply:

• Hover over the desired classification card
• Click on ADD
• If prompted, agree to replace existing answer categories

From the Classifications tab

• Find the desired classification in the classification tab, as described in the previous section
• Select and copy the answer categories from the classification
• Click TEXT VIEW for the target (categorical) question
• Paste the answer categories
• Save changes to the target question

How to edit classifications

Edit answer categories after copying/adding classifications

The classification library simply copies classifications from the library to the target questionnaire. Once copied from the library, the categories in the can be edited in the target questionnaire, in the same way any answer categories can be edited. For example, answer categories can be added, deleted, or otherwise changed. Note changes in the target questionnaire do not affect the classification in the library.

How to create private classifications

To create own private classification the user follows these steps:

• Navigate to the questionnaire list in Designer
• Click on the CLASSIFICATIONS tab
• Click on the group, in the left-hand pane, in which the private classification should be saved
• Click on ADD CLASSIFICATIONS in the middle pane
• Give the new classification a title
• Click on SAVE to create the classification
• Define the classification’s categories in the right-hand pane, either by clicking on ADD CATEGORY to add categories one-by-one or by clicking on TEXT VIEW to paste a properly formatted set of answer options
• Click SAVE to save the classification’s categories

Once the private classification is created, it is immediately usable (selectable) in any questionnaire of this user.

Within this interface:

• classifications available to all users appear in black font.
• private classifications appear in blue font.

Right-clicking the classification in this interface allows renaming it or deleting it if no longer needed.

Current limitations

Currently, users cannot:

• Create private groups of classifications
• Share private classifications with specific other users
• Publish private classifications for all users to access
• Upload “large” classifications via copy-paste. This is a browser limitation rather than a limitation of Designer.
• Upload classifications, large or small, via file upload