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Each asset that you create can be tagged with a category
and a subcategory. Categories and subcategories enable users to
focus their searches on assets that fall into a particular category
or subcategory. Though the names can indicate otherwise, there is
no hierarchical relationship between categories and subcategories.
Create categories and subcategories before creating assets, since
one of the steps when creating an asset is to select a category
and subcategory for it.
Implementation overviewCategories and subcategories provide a way to tag assets.
The category and subcategory are related only abstractly, and do
not provide a way to view assets hierarchically. Once applied to
an asset, they facilitate searching and filtering. If your organization
requires a way to hierarchical view of assets in the Manage Assets
user interface, you could use the APIs provided with the Correspondence Management
Solution to write a customized user interface.
Take time to consider the best way to implement categories and
subcategories in your organization. A properly designed implementation
makes it easier for users to find the assets they require.
As an example, the samples provided in the solution template
use the following categorization.
Letter Name
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Category
|
Subcategory
|
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Policy Jacket
|
Policy Administration
|
Policy Issuance
|
Endorsement Jacket
|
Policy Administration
|
Policy Endorsement
|
Notice of Cancellation
|
Policy Administration
|
Policy Cancellation
|
Reinstatement Notice
|
Policy Administration
|
Policy Reinstatement
|
Claims Coverage Confirmation
|
Claims
|
Claims
|
Notice of Subrogation
|
Claims
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Claims
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Tools usedA System Administrator uses the Manage Assets user interface
to create categories and subcategories. See Working with categories.
Team membersThe System Administrator creates categories and subcategories.
Best practices/tips and tricksSince categories and subcategories are global, define categories
and subcategories that are applicable to all assets.
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