Managing Library Classifications

You can assign Classifications to the Forms in a library collection. These classifications allow you to catalog Forms by classification Type and Value. Study designers can then choose to only copy Forms from a selected Classification when copying from a library, instead of all possible Forms in the library. A classification Type contains multiple Values. For example, there is a classification type of Therapeutic Area that has values such as Asthma and COPD.

For convenience, Vault includes some preseeded classifications. You can mark any of these Types or Values as Inactive, if you don’t want these classifications applied to forms in the library. You are also able to add additional Values to the preseeded Types.

Viewing Classifications

You can access your Classifications from the Library sub-tab in Studio. In the top navigation bar, click Studio, then click Library.

Then, in the Navigation panel, click Classifications.

The Classifications page includes the following columns:

Column	Description
Name	The Name of the Classification.
Label	The Label of the Classification. This is the value that displays when classifying Forms.
Active	This column displays a checkmark () when the Classification is Active. When the Classification is Inactive, this column is blank. Inactive classifications aren’t available for use.
Last Modified Date	The date and time that the Classification was last modified.
Last Modified By	The Name (Firstname Lastname) of the User who last modified the Classification.

View Values for a Classification

To view Values for a Classification Type, click the Name of the classification. This opens a list of Values for the classification.

You can switch between classifications by selecting a Classification in the breadcrumb menu.

Click All Types to return to the Classifications page.

The Values page includes the following columns:

Column	Description
Name	The Name of the Value.
Label	The Label of the Value. This is the value that displays when classifying Forms.
Active	This column displays a checkmark () when the Value is Active. When the Value is Inactive, this column is blank. Inactive classifications aren’t available for use.
Last Modified Date	The date and time that the Value was last modified.
Last Modified By	The Name (Firstname Lastname) of the User who last modified the Value.

Search for Classifications & Values

You can search for individual classifications from the Classifications page. You can search for Values from the classification’s Values page. To search, enter your search text in the Search bar. Vault searches as you type. To clear your search, click Clear ().

Add a Value to a Classification Type

To add a Value to a classification Type:

1. Navigate to Studio > Library > Classifications.
2. Click the Name of the classification Type that you want to modify.

3. Click + New Value.

4. In the new row, enter a Name in the Name cell.

5. Enter a Label in the Label cell.

6. Optional: To add an inactive value, clear the Active checkbox.

7. Click outside of the row to save your Value.

Mark a Value as Inactive

You can mark a Value as Inactive. When a Value is Inactive, it isn’t available for classifying a Form. Any Forms already classified with the Value retain their classification.

To mark a Value as Inactive:

1. Navigate to Studio > Library > Classifications.
2. Click the Name of the classification Type that you want to modify.
3. Locate the Value you want to modify in the table.
4. Click into the Active cell for the Value.

5. Clear the Active checkbox.
   

6. Click outside of the row to save.

The Value is now inactive. You can activate the Value later by selecting the Active checkbox.

Delete a Value

To delete a Value from a classification_ Type_:

1. Navigate to Studio > Library > Classifications.
2. Click the Name of the classification Type that you want to modify.
3. Hover over the Name of the Value you want to delete to show the (Delete) button.

4. Click (Delete).

5. In the Delete Value confirmation dialog, click Delete.

Classify a Form

To classify a Form:

1. Navigate to your Collection in Studio > Library > Collections.
2. Click Forms in the Navigation panel.
3. Locate the Form that you want to classify in the list.
4. Click the form’s Label to open the Properties panel.

5. Click Edit.

6. In the Classification section, select the appropriate Values in the drop-down for the Type of classifications you’re applying.

7. When finished, click Save.

To classify forms in bulk:

1. Navigate to your Collection in Studio > Library > Collections.
2. Click Forms in the Navigation panel.

3. Click Bulk Change.

4. Select the Select Form checkbox for each Form that you want to classify.

5. Optional: Select the Select All checkbox in the header to select all Forms on the current page.

6. Click Continue. This opens the Bulk Change dialog.
7. For each Classification that you want to apply, select the Change checkbox.

8. For each Classification that you want to apply, select one or more Values in the New Value drop-down.

9. When finished, click Confirm. Vault applies your classifications.

Remove a Form’s Classification

To remove the classification from a single Form:

1. Navigate to your Collection in Studio > Library > Collections.
2. Click Forms in the Navigation panel.
3. Locate the Form that you want to remove the classification from in the list.
4. Click the form’s Label to open the Properties panel.

5. Click Edit.

6. For each classification value that you want to remove, click Remove ().

7. When finished, click Save.

You can also remove classifications from multiple Forms as a bulk change. This removes all assigned classification_ Values_ for that classification Type.

To remove classifications in bulk:

1. Navigate to your Collection in Studio > Library > Collections.
2. Click Forms in the Navigation panel.

3. Click Bulk Change.

4. Select the Select Form checkbox for each Form that you want to remove the classification from.

5. Optional: Select the Select All checkbox in the header to select all Forms on the current page.

6. Click Continue. This opens the Bulk Change dialog.
7. For each Classification that you want to remove, select the Change checkbox. Don’t select any Values to remove all classification values from the Forms.
8. Click Confirm.

Preseeded Classifications

For your convenience, Vault CDMS includes a number of preseeded classifications: