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Categorizing a study object

You categorize a study object (study design, study element, study event, form, section, item, codelist, and codelist item) with keywords and categories to facilitate searching for study objects in the Libraries Browser.

  1. In the Project Explorer, right-click a study object, and select Categorize.

    The Categorize dialog box appears.

  2. Optionally, select one or more the categories on the Categories tab.

    Note: If you select a category, all child categories beneath it are also selected.

  3. Click Next, or select the Keywords tab.

    The Keywords tab appears.

    1. Optionally, select the keywords from the list of system keywords or the list of user-defined keywords.
    2. To create a keyword, type the keyword in the Keywords field, and press Enter. Separate multiple keywords with a comma.

      The keyword is added to the list of User keywords.

  4. Click Apply.
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