Jump to: navigation, search

Create an Empty Category

Set the Category properties and define its attributes (such as name, description, elements, and so on), according to the related business issue.

Before you begin

Analyze your Business Needs

Procedure

  1. Select Category Manager.
  2. In the Category list, select All to create a new independent category or select an existing category to create a new subcategory.
  3. Click New Category New category.png or right-click All and click New Manual Category New manual category.png.
  4. The blank new category properties window opens

    New category details.png

  5. In the Name field, enter a category name.
  6. To limit the types of SpeechMiner users that have access to this category: (optional)
    1. Click Edit.
    2. The Category Sharing dialog box opens.

      By default, Categories are shared with all SpeechMiner users. You can change this by specifying groups, work groups, roles, and/or specific users with whom a category should be shared. Category sharing does not affect which interactions a user can see or play back.

      Category sharing.png

    3. Select the groups, roles, and/or users with which the Category should be shared.
    4. Click OK.
  7. Under Description enter a description of the Category. (optional)
  8. Click Save.
Important
If the new category is a regular category, you can configure its conditions, as explained under Configure Category Conditions, before you save it. If the category is a parent category or a manual category, it does not require any additional configuration, and must be saved at this point.


What to do next

Configure Category Conditions

Related Topics

Categories
Introducing the Category Interface

This page was last edited on August 12, 2014, at 12:22.
blog comments powered by Disqus