You can save time when setting up a new assessment process by reusing taxonomy information from a previous process. This includes the following:
- Taxonomy configuration (including object classes and attributes), and
- The default search query that appears in the annotation tool
Follow these steps to copy this information from a previous process into your new process.
Select destination process
Navigate to the destination process page
Click the 'Copy Taxonomy' button
You will see the copy taxonomy dialog
Choosing information to copy
Source process
Choose your source process from the drop-down list.
Default search query
- Tick the box to also copy across the default search query.
- This is the search query that will be set by default when you use the annotation tool, as shown below. In this example, the query text 'Person' will appear in the search field by default when the page is loaded. You can always clear this search query if desired.
Example of default search query
Results of copying taxonomy
When you click the 'Copy taxonomy' button, you will see the results of the copying process appear for a time within the same dialog box.
Seeing copy results
If any errors appear, correct anything that seems wrong and try again. If the errors persist, please contact Silverpond for further assistance.
After that, you can close the dialog box.