Work with classification groups

You can lock and unlock, modify, and delete a classification group. You can also view versions and delete a version of a classification group.

Unlock a classification group

You can unlock a classification group to allow others to modify it.

  1. Navigate to Capture > Classification groups.

    The Classification groups page appears with the list of classification groups.

  2. On the context menu of the classification group to unlock, click Unlock.

    Once you confirm unlocking, the classification group is unlocked and is available for modification.

    Note You can lock a classification group again. When you open an unlocked classification group, a message appears to confirm whether to lock the classification group for modification. Once you confirm locking, the classification group is locked.

Modify a classification group

You can open a classification group and modify it.

  1. Navigate to Capture > Classification groups.

    The Classification groups page appears with the list of classification groups.

  2. Click the classification group to modify.

    The Edit classification group dialog box is displayed.

  3. Make changes as needed.
  4. Save or Release the classification group.

Delete a classification group

You can delete a classification group even if there are jobs associated with it.

  1. Navigate to Capture > Classification groups.
  2. On the context menu of the classification group to delete, click Delete.

Delete a version of a classification group

You can delete previous versions of a classification group, so that you can then delete items referenced by the previous versions.

For example, the classification group ABC references the following two extraction groups:

  1. Extraction group XYZ

  2. Extraction group UVW

If you update ABC so that it no longer references UVW and then try to delete UVW, you cannot do so if an older version of ABC references it. You can only delete UVW if the version of ABC using it is deleted.

When you delete a version of a classification group, the selected version and all earlier versions are deleted.

  1. Navigate to Capture > Classification groups.

    The Classification groups page appears with the list of classification groups.

  2. On the context menu for the classification group to open the versions list for, click Version.
  3. On the context menu of the version to delete, click Delete.

    On confirmation, the selected version and all previous versions are deleted.