Manage Classifications
What is it?
The Classifications feature allows Form Owners to apply a custom tag(s) (e.g. fatigue) to any form within the portal. Form Owners can then search for a tagged theme or concern across all forms in the organization.
Who can manage Classifications?
- Any user who is in the Classifications Manager role can create and delete tags.
- Any user who is in a Form Owner role can attach a tag(s) to a form submission for a form that they own.
How do I create a tag?
- If you are in the Classifications Manager role, you can create a new classification by selecting Classifications in the Reporting section of your main menu.
- Click
to create a new classification. - Enter a name and optional description.
How do I add a Classification tag to a form submission?
- Form Owners will see an option to Edit the Classifications in the header of the form submission for forms that they own.
- You will then see a pop window where you can search and select one or more relevant Classifications.
How do I see which submissions are in each classification?
- As a Classifications Manager, you can see the list of all Classifications on the main page.
- Click on the blue link to view all the form submissions that have been tagged with that Classification.
- You can then open up each submission to view its contents.
Related Articles
How to Create a Classifications SPI
What is it? The ability to create SPIs based on Classification data being collected in Baldwin. Who can create/manage Classifications SPIs? Any user who is a Form Owner can manage Classifications SPIs. How can these SPIs be created/managed? A ...Manage Locations
Location Management Overview The Locations feature enables organizations with multiple bases or locations to filter and organize data by specific Location. Who Can Manage Locations? Client Administrators and Operational Control Managers in OCC ...Manage Groups
Group Management Overview Groups in Baldwin enable targeted communication, form assignments, and customized visibility for specific teams or roles within your organization. Where Can Groups Be Used? My Bulletins: Form Owners and Client Admins can ...Manage Assets
What Are Assets? Assets include Aircraft, Ground Vehicles, Facilities, and Unmanned Aircraft Systems that appear in your portal. Who Can Manage Assets? Client Administrators can manage assets from the Admin tab. Form Owners have view-only access and ...Manage Bulletins
About Bulletins Management Our Bulletins feature enhances your ability to send important safety information to your team members. Our goal is to elevate the significance of the information to a higher level of urgency and require the receiver to ...