Assets can be sorted into logical groups called categories. Categories help organize data into meaningful groups that can help you by offering insights, improving accessibility, and streamlining workflow. If you have the appropriate permissions, you can create categories to be assigned to relevant assets. Once categories are added in Admin, you can apply them to assets.

Categories and their values are searchable and allow you to view all assets belonging to one or more categories on the Search Results page. Frequently used categories can be designated as filter check boxes so you can quickly and easily sort assets by their associated categories.

Assigned categories and their values provide context for an asset, allowing you to differentiate similar assets with a simple visual cue. Categories also help you understand how changes to one asset might affect other assets that are part of the same data landscape. If you need to know which assets are governed by a specific set of policies, categories can group all of the relevant assets to improve searchability.

You may want to group assets by category values associated with:

  • User roles
  • Processes
  • Projects
  • Geographical regions
  • Departments
  • Release versions
  • Compliance standards

This page contains the following sections:

Add and Edit Categories and Values in Admin

Only Administrator users have permission to add and edit categories and values. Click the Categories button to access the category Administration page, on which you can add categories and category values that can be applied to assets on their asset detail pages.

NOTE: All special characters are supported in category and category value names.

NOTE: Changes made to category or category value names can take up to 30 seconds to display correctly in the search results for related assets.

NOTE: If a category value has been assigned to any version of an asset (unpublished or published), the value and the category containing that value cannot be deleted for auditing purposes. The delete button does not display for the category and value in this scenario.

Apply Categories to Assets

Apply categories to the following assets:

  • Terms
  • Rules
  • Policies
  • Datasets
  • Systems
  • Goals
  • Initiatives

NOTE: To apply categories and values to a newly created asset, you must save the asset so that a unique asset ID is assigned. Once you save the asset, the category and category values list boxes display.

Search User-Created Categories

Categories and their associated values are searchable. To search for all assets grouped by a category or its specific category values, enter the name of the category or values in the search bar. The search results will populate with the assets that have had that category or value applied.

Users with administrator permission can designate categories on the Category Administration page to display as filter check boxes on the Search Results page.

NOTE: Changes made to category or category value names can take up to 30 seconds to display correctly in the search results for related assets.