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Organizing Items Hierarchically

Each of the Managers - Categories, Topics, and Programs - enables you to organize items in a hierarchic fashion. Topics and Programs can be contained in folders, and Categories can contain sub-Categories. The hierarchic organization is designed to help you manage large numbers of items. For example, if your call center is involved in sales campaigns and handles customer service calls from customers, you could create folders for each sales campaign and each type of customer-service issue.

The hierarchic organization of Categories has an additional, functional purpose. When a sub-Category is assigned to a call by SpeechMiner, its parent Category is also automatically assigned to it. For example, if the Category Sales Campaigns has the sub-Categories Spring Campaign and Summer Campaign, whenever Spring Campaign is assigned to a call, Sales Campaigns is also assigned to it.

Note: For simplicity, in this page, folders and parent Categories are called containers.

You can create new items in containers or move existing items to new containers or from one container to another.

To create a folder in the Topics or Programs Manager:

1. In the tree list, select the folder in which you want to create the folder. To create a top-level folder, select the All folder.
2. In the tree-list control bar, click . A new folder is added under the selected folder. It is initially called "new folder."
3. Type a name for the new folder, and then press Enter. The name is applied.

Any existing Category can be used as a parent Category simply by creating or placing a sub-Category in it. The simplest way to create a parent Category is to create a new blank Category.

To create a parent Category:

- Place a sub-Category in an existing Category. The Category in which you placed the sub-Category becomes a parent Category.

> Note: Parent Categories cannot have any properties (i.e. they have a name but no definition). If you use an existing Category as a parent Category, any properties it has when the first sub-Category is added to it are automatically removed.

To create a new item in an existing container:

1. Select the container.
2. In the tree-list control bar, click the button that opens a new item of the current type. For example, if you are creating a new Program in the Program Manager, click . A dialog box or screen opens where you can define the properties of the new item. For detailed information about how to do this, see the relevant section in this manual.

To move an item to a container or from one container to another:

- Drag the item to the target container.

See also

Logging In
Overview of the Main Window
Locking and Unlocking Items
Inserting Special Characters
Saving and Applying Changes