Classified Items List

Classified items are documents, parts, features, products, issues, test cases, tasks, simulation templates, or other types of objects classified at any level of a class hierarchy.

Only general classes have classified items; part families list parts and document families list documents.You must have the Library User role to view or work with classes.

To access this page:

  1. View the list of classes or subclasses in a general or part library. See Library Classes and Subclasses Lists.
  2. Click the name of a class from the list.

    You can also open this page by clicking Classified Items from the page toolbar when a class is the context object (such as the Properties page for the class).

This topic describes:

This page discusses:

Columns

Column Name Description
Name Name of the classified item. This column contains highlighted links. Click any name in this column to view the Properties page for the item.
Status Shows an icon if the document is controlled by a retention record or retention hold.
  • In a retention record:

    • Active or Scheduled retention record; the retention date lists the date the document can be purged

    • Available for purging; the retention date has passed
    • Purged
  • In a retention hold:

    Active state

  • Document in both a retention record and a retention hold:

    Document covered by both a retention record and a retention hold

Rev The revision number or code.
Type The type or subtype of the classified item.
Description Details about the classified item.
State The current state of the classified item in its lifecycle.
Attribute Groups For each attribute group in the class, this page includes a section with columns for each attribute in its group.


Opens the properties page for the classified item in a new window.

Actions/Toolbar Commands

Depending on the type of items and your assigned roles, you could see a subset of these options.

Action Description For More Information
Create New > Document Creates a new document. Creating Documents in the Collaboration and Approvals User's Guide
Create New > Create New Part... Creates a new part. Creating a Part
Add Existing Adds an existing item to the list. You can add a generic document, document, issue, part, test cases, tasks, or simulation templates.

A Leader/Owner/Author can perform this action.

See Adding Objects to Class
Remove Removes the selected classified items from this class; select OK to confirm.

A Leader/Owner/Author can perform this action.

--
Delete Deletes the selected classified items from the database; click OK to confirm. --
Download Downloads any files checked into the object. Uses the file system's download dialog that allows you to open or save the files. --
Checkout Checks out (locks) and downloads files checked into the object. Uses the file system's download dialog that allows you to open or save the files. --
Subscribe Subscribes to the selected objects. If you select more than one object, all objects must be the same type. Opens the event list for the specific type. Subscriptions Page in the Collaboration and Approvals User's Guide
Search Within Locates an object stored within the selected class. Predefined Queries
Create Issue Creates an issue for the selected item. Creating Issues in the Collaboration and Approvals User's Guide