Create a new taxonomy

Modified on Sun, 14 Apr at 1:00 PM

1. Navigate to the Taxonomy Dashboard page, and click the Create button.

The Create new taxonomy pane is displayed.

2. Enter/select the required values in the fields. Refer to the table below for field names and descriptions:

Note: The fields followed by * are mandatory to create the taxonomy.

Fields	Description
Code*	Unique Code used to identify the taxonomy, usually the abbreviation of the Taxonomy, e.g. CS for Corporate Services.
Name*	The name of the taxonomy, it has be understood by the business stakeholders, avoid abbreviations for the name.
Description	Information about the taxonomy, preferably describing the business activities underneath.
First Language*	The primary language to be used for the taxonomy.
Second Language	The secondary language to be used for the taxonomy, Note: When enabled, all fields in this language become mandatory to submit the taxonomy for approval.
Display Records Management Details Section	Display the Records Management Details section in the Details page. Note: When enabled, all fields in this section become mandatory to submit the taxonomy for approval.
Display M365 Retention Label Tab	Enables the M365 Retention Labels' related features.
Display Custom Attributes Tab	Enables Custom Attributes' related features.
Allows Views Management	Enables Views Management's related features.
Level*	The level of granularity for the taxonomy. Possible levels are: Function, Sub-Function, Business-Process.
Version Number*	Uniquely system generated version number, begins with V 1.

3. Click Ok.

The Success dialog is displayed.

4. Click Ok.

The taxonomy is successfully created and added to the Taxonomy Dashboard page.

5. Click the taxonomy name to start editing it.