Classifications

Key Features

Scope

• Classifications can be configured only at the Company Level.
• Company-level classifications are available across all divisions.

Active Date Range

• Each classification has an Active Date and an Inactive Date that control when it is available for use.
• Classifications outside their active date range will no longer appear as options when creating action items.

Allow MOC Closing

• When enabled, any MOC Action Item with this classification will not prevent its parent MOC from being closed out if the action item is not yet completed.
• Leave this unchecked if incomplete action items of this type should block MOC close-out.

Active Status

• Classifications can be marked as Active or Inactive using the Active checkbox.

How to View Classifications

1. Go to Settings > Classifications in the ACT module menu.
2. Select Company Level.
3. The list of existing classifications will display, showing the Classification name, Description, Active status, Active Date, and Inactive Date.

Use the Search bar to quickly find a specific classification, or click Filters to narrow results. Use Edit Columns to customize which columns are displayed.

How to Create a Classification

1. From the Classifications list, click New in the upper right corner.
2. Enter a Classification name (required).
3. Enter an optional Description to provide additional context.
4. Confirm the Company is correct.
5. Check Allow MOC Closing if incomplete action items with this classification should not block MOC close-out.
6. Confirm the Active checkbox is checked to make the classification available immediately.
7. Set the Active Date and Inactive Date (both required).
8. Click Save. The new classification will appear in the list and be available when creating action items.

Click Cancel at any time to discard your changes and return to the Classifications list.