Classifications are a grouping of keywords that you use to identify several items in JurisEvolution. Once identified, these items (persons, matters, documents, etc.) can then be sorted by the defined classifications.
In JurisEvolution, it is possible to create lists of identification (classification) elements that can be associated with :
Individuals and/or legal entities;
Stakeholders
Employees
Document templates in the JurisDocument merge tool;
Documents stored in the document management tool;
Classes of shares in the Corporate Book;
Activities and/or activity codes;
Matters;
Electronic shorthand codes;
Roles of the stakeholder.
To add classifications, go to the main "Admin" tab and select the "Classifications" tile.
You can add classifications that we call ''definition'' and subcategories that we call ''item''.
When creating a new classification, you can configure the fields to be customized for the record type to which you want to add the classification. It is also possible to add a classification for all record types.
Here is what the attributes given to your classification means:
Active: This box must be checked if you want the classification to be used. An inactive classification will not be available in the software;
Unique: This means that only one variable of your classification type can be assigned. For example, a classification that involves fields of interest should not be unique, as the same person may have more than one field of interest;
Always visible: If this box is checked, the classification will be visible, i.e. open. The user will not need to add a classification to see it;
Mandatory: This attribute makes the classification mandatory, which means that if no classification is specified, nothing will be saved.
For example, to define the occupation of a person:
The name of the definition is: Occupations.
The link/type using this definition is: Natural person.
The names of the items are: Architect, Accountant, Dentist, etc.
These are the items that are used as variables in the person record since the definition has been associated with natural persons.
