Defining classes

Define classes for most entities. You can separate a single entity into groups, most often for cost analysis. For example, you can assign classes to equipment, and then give all air conditioning units a class of "HVAC." With this information, an analysis that compares the cost of maintaining all HVAC units is provided.

  1. Select Administration > Setup > Classes.
  2. Specify the entity for which to create classes.
  3. Click Add Class.
  4. Specify this information:
    Class
    Specify a unique code identifying the class.
    Description
    Specify a description of the class.
    Note: When editing a class, you can only edit the Description.
    Organization
    Specify the organization of the class if you use multi-organization security.
    Coding Entity
    Select the coding entity with which to associate the class.
    Level
    Specify the level of the class.
    Out of Service
    Select to prevent the class from being displayed in lookups.
    Note:  Coding Entity, Level, and Out of Service apply only to the CLVL entity.
    Property Definition
    Select the property definition with which to associate the class.
    Notebook Definition
    Select the notebook definition with which to associate the class.
    Note: Property Definition and Notebook Definition apply only to the OBJ entity.
  5. Click Submit.
    Note: To update the translations by language, click Translations.