What categories are and how to create them
Modified on: Tue, 23 Jun, 2020 at 1:45 PM
What are categories?
In Zapiens, categories are thematic areas that allow you to structure your organization’s knowledge.
They can be of two types:
Parent categories: general categories
Child categories: specific categories within the Parent Categories
By linking child categories to their respective parent category, category or subject area paths are constructed with different levels of specification.
We recommend grouping the questions by categories or subject areas, since:
They ease Zap’s (our Artificial Intelligence) learning
They provide quantitative and qualitative data on what is known and unknown in your organization
In addition, in Zapiens you can set access permissions to certain categories or knowledge areas through our "Roles" feature. Only users with that permission will be able to see those categories and their associated questions in the App. To do this, you must previously enable the option "Restricted" in the categories you consider.
How to create a category?
Before you start creating categories, think about which categories or subject areas are relevant in your organization and about which ones you need to analyze what is known and unknown. Build a simple knowledge map based on clear and measurable objectives.
Go to the "Questions" area on the left side menu
Click on the "Category" section to access the list of categories
Click on the "Create category" button to access all its sections:
In "Description" write the name of the category
Enable the "Restricted" option if you need to create a role
Select from the list a "Parent Category" if the category you are creating belongs to a more general subject area or Parent Category
Select a "Similar Category" from the proposals if you consider that it has some kind of relationship
Click on the "Save" button
Click on any area of the "Left Side Menu" to exit the "New Category" section
Note: If you have enabled the "Restricted" option when saving the category you can directly create the role:
In the pop-up window click on the "Edit" button
You will automatically be taken to the "New Role" section. Check out our article What a Role is and how to create it
If you don't want to create the role at the moment, in the pop-up window click on the "Close" button to continue in the category list
Note: A restricted category without an associated role hides the knowledge linked to all the App users. That is, Zap will not be able to offer its answers to the questions belonging to that category.
Did you find it helpful?
Sorry we couldn't be helpful. Help us improve this article with your feedback.