Classification Codes
- Unified Classification TreeUse one set of codes across the company
- Cross-Module SearchChoose a code to list related data from every module at once; click to open the original
- Rename-Safe LinksWhen a category is renamed or moved, historical data follows automatically
- Separate AuthorizationSet tagging and viewing permissions separately
Problems & solutions
For example, for a basement diaphragm wall, meetings, daily reports, inspections, and files each use a different name
All modules share one set of codes, and existing classifications can be imported from Excel
No separate naming, and new modules can reuse the existing code tree when they go live
Finding all the data for a work item means opening each system in turn and compiling it by hand
Choose a code, project, and module to list the related data, with its source marked
For audits or handovers, choose one code to list everything, with no need for each contact to search separately
After getting a list across systems, you still have to go back to the original system and search again to open it
Search results show the source module, and a click opens that record in its original place
No copying numbers back to the original system to search again, which lowers the risk of opening the wrong record
"Who can tag data" and "who can view it" are treated as the same permission
Code selection, search, default code selection, and default search are authorized separately and inherited down the tree
Tagging and search permissions are granted separately, and in audits you can explain them with the authorization overview table
After a category is renamed or moved, old data can't be matched and the problem is hard to notice
After a rename or move, the new name shows automatically, and the affected scope is listed before you delete anything
No going back to fix historical data, and you know the impact before deleting
Features
Code tree maintenance
Add, rename, drag to move, and delete categories, with no limit on levels.
See the impact before deleting
Before deleting, see how many child items and tagged records would be affected, then decide.
Copy a whole branch
Copy an entire section of categories, with all its levels, to another location.
Excel import and export
Import existing classifications in bulk and preview the resulting tree before applying it. You can also export the whole tree to Excel.
Cross-module search
Choose a code, project, and module to list all related data with its source marked. One click takes you to the exact record.
Four independent authorizations
Set permissions for code selection, search, default code selection, and default search separately for the whole company or specific roles.
Authorizations inherited down the tree
Authorizing a parent level automatically covers the levels below it, and you can make exceptions for a single category. The authorization overview table shows who has which permissions.
Chinese and English code names
Each code can have both a Chinese and an English name.
Renames don't break links
Data links to the category itself, so after a rename or move, historical data automatically shows the new name and path.
vs. traditional methods
A company-wide code tree shared by all modules, using the same classification vocabulary
Cross-module results show their source, and a click opens that record in its original place
Four authorizations are set separately; new code trees are off by default, so until authorized, codes can't be selected or searched
Data links to the category itself, so after a rename or move the new name shows automatically, with no record-by-record fixes
Who it's for
General contractors, engineering consultants, and owner organizations
Use several modules at once. The more modules you use, the greater the benefit.
QC, audit, and delivery contacts
Take stock of the data tied to a work item, area, or model element across modules.
Company administrators
Maintain and authorize classification standards in one place.
Want to see how it fits your jobsite?
Tell us about your type of work and how you manage it, and our consulting team will set up a free 30-minute consultation.