Field Label
Description
Code *
Mandatory
Lookup to search for and add a classification code
Items available in the lookup are based on the value selected in the Type Code field. If no value is selected in the Type Code field, all classification items will be searchable. Once a selection is made in this field, the Type Code field will be auto-completed when the record is saved based on the selected code.
Current?
Yes by default
Indicates if this classification applies to the fund scheme
If the classification no longer applies, slide this to No.
Percentage *
Mandatory
Percentage of each classification within a classification type
• The percentage for a single Classification record cannot be greater than 100.
• The total percentage for multiple Classification records of the same type cannot be greater than 100.
• Non-current records are not counted in the total percentage calculation.
• If you only enter one classification code from a classification type, enter 100. If you enter more than one classification code from a classification type, split the percentage as required, for example, 60/40.
• The default is 0 but can be changed in the Page View if you have appropriate permission.
Primary?
Indicates which code is the primary code if there is more than one code for a classification type
• Only one code within a classification type can be primary.
• If you want to change the primary, edit the current primary to slide this to No, then set the new one as the primary.
More than one primary shown?
View the Multiple primary records
tip to fix it.
Type Code
Classification type, from a defined list
Example: FOR-08 (Field of Research)
Custom codes are specific to your institution.
If nothing is selected, this field will be auto-populated based on the selected value in the Code field (above).
