Section 9.2.6                  Collections (Owned by Project Name)

Section 9.2.6.1              Collection Name

Give your collection a name. It is best to make the name descriptive. For example, a department name or record type. This will make it easier for production personnel to select the correct collection.

Section 9.2.6.2             Project

The Project is selected by default when you create a collection from within a Project.

Section 9.2.6.3             Taxonomy

Select the Taxonomy you want applied to the records in the Collection.

Section 9.2.6.4             Description

Adding a description to your project is optional but does supply more information that could be helpful in the future.

Section 9.2.6.5             Hidden

You can hide a collection from production. This is useful when setting up a collection that you do not want users producing records in. You can complete the setup and when ready make the collection visible to end users

Section 9.2.6.6              Add Tags to a Collection

After a collection is created, you can add tags for the Review process. Select Add Tag to add each Defined Tag. Tags consist of a name, description, Tag Color, and Text Color. These tags are then available to users in the form of a drop-down menu on the Tag Tile during Review. Tags will appear in Review with the same tag color and font color defined under the Collection.

Section 9.2.7                  Reference Collections (Roadmap)

Reference collections managed by another project can be added to any project. The billing is associated with the original Project. This allows departments and later projects access to records without exporting, importing or reprocessing records.