What is the Classification Tree?
The classification tree is designed to help you track the key consultation topics for your engagement. The tree is fully configurable and can be refined as you progress with your engagement project.

The classification tree is available for use with Interactions, Complaints and Survey responses, to enable content to be classified by users. Classified content can be reported on by topic and by stakeholder/contact group, providing the opportunity for you to track trends and issues throughout the engagement process at many levels.

Watch the demo of how to create/ edit your Classification Tree below or keep reading for a text guide

Getting Started
It is recommended the initial design for the Classification Tree should be quite simple. Using broad, high-level categories which represent the main themes or phases of your engagement, and sub-themes to provide further detail.
An example: Construction Issues would be a Parent Category, and Sub Categories would include: Dust, Noise, Night work, Machinery or Vehicles. Reporting could be run at the parent category 'Construction Issues' to understand the overall feedback, as well as tracking at the subcategory to determine who is impacted by Noise, for example.

Set up and Maintenance

Only users with Administrator Roles can set up and refine/edit the Classification Tree. 

Navigate to Admin > Filters and Rules > Classification Tree. Use the menu icons at the top right hand of the screen to add new or modify the existing categories.

If you wish the new classification to be a subcategory of an existing Classification, set the existing Classification as the Parent Category.

Existing Classifications which have an ‘x’ beside them have not been used and can be deleted. If you wish to delete a classification which does not have an ‘x’, you must first find all existing data which has been classified with this value and update them to a new value before you can delete it.

Classifying Content
There are 4 steps to successfully classifying text in an interaction or complaint:

  1. Open the Interaction/Complaint record and highlight the text to classify.

  2. Select the appropriate Classification category from the Classification Tree. (Remember multiple categories can be selected if appropriate and, you can select the stakeholder if relevant to attribute a quote.)

  3. Click the Classify button.

  4. Once you have completed all Classifications, click on the Save button.


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