The content outlines the functionalities of the Classification Dashboard on the platform, detailing icon meanings and features for part management. Users can view part statuses, assign workloads, filter data, and access part details. A search feature is also provided to refine information, enhancing navigation and classification processes efficiently.

Classification Workload Screen #

The Classification Dashboard offers users a centralized overview of all parts within their universe. From this screen, users can view part statuses and priority levels, assign tasks to others when applicable, apply filters, and request part classifications. It also provides direct access to Part Details and the Q&A module, supporting users throughout the classification process.

In the Classification Workload screen, to the left of the “Workload” page title, click the right-pointing arrow to expand the ‘My Filters’ flyout.

Part Summary #

From the Classification Workload screen, clicking on a hyperlinked part number opens a flyout displaying the Part Summary. This Part Flyout screen serves as the initial summary view and presents key details about the selected part. It includes a Notes tab for viewing and adding part-related notes, as well as a Q&A tab where users can review the question-and-response history.

The Part Summary flyout information includes Part Number (both compressed and uncompressed), Part Descriptions, Part Attributes, Classifications, Technical Contacts, Recent Documents, FTA, and PGA Designations.

Clicking View More expands the Part Summary page, allowing users to add or edit information about the selected part. This screen provides a more in-depth view of the part and all associated data, serving as a dedicated space for reviewing and managing details related to a single part.

The Part Numbers panel lists the internal and external part numbers associated with the part. Users can click + Add Part Number to enter a new part number and related information.

The Part Cross References panel is designed to show any equivalent or associated part numbers used by other customers or systems. If no cross-references exist yet, users will see a message indicating that none are available. To add a new reference, users can click + Add Cross Reference.

The Part Descriptions panel allows users to maintain multiple descriptions for the same part, possibly in different languages. Each description is listed with its associated language, and users can click + Add Part Description to include additional descriptions as needed.

The Part Attributes panel is intended for entering technical characteristics or specifications of the part, such as size, color, or material.

The Part Documents panel enables users to attach and manage relevant documents. Clicking + Add Part Document allows users to upload new files directly to the part record.

The Classification History panel displays any past classification activities.

The Workload History panel can be filtered by type using the dropdown menu, allowing users to review specific types of workload entries such as classification or validation requests.

The Request History panel shows the lifecycle of part requests made within the system. Each entry includes the request type, date, requestor name, and the technical contact, giving users visibility into who has interacted with the part and when.

This screen also includes sections for FTA information and PGA designations.

Search and My Filters #

To refine the data displayed on your dashboard, users can use both the Search and Filter functions. The Search bar uses a “contains” logic. Enter at least three characters to begin searching by part number or description. This is useful for quickly locating a specific part or set of parts based on partial or full input.

Additionally, the dashboard supports column-level filtering, allowing users to apply specific criteria to one or more data columns. For example, you can filter by status, priority level, assigned user, or classification status.

To save a specific status, begin by selecting the desired filter criteria. If this is a filter you plan to use frequently, click the Save button located to the right of the Search bar. You will then be prompted to name your filter group for example, “Open Workload.” After entering a name, click Save again. The filter group will now be stored under the “My Filters” flyout, making it easily accessible for future use.

Recommended Saved Filter Groups:

1.Open – High Priority           i.  Status: Open           ii. Request Origins: FTA Border Cross, Broker Referral

2. Assigned to Me           i.  Assignee: select user

3. Questions Answered           i.  Status: Questions Answered           ii. Will show all parts in this status regardless of the assignee

4. Pending Rework          i.  Status: Pending Rework          ii. Will show all parts in this status regardless of the assignee

5. Due Today          i.  Due: Select Today

Part Status #

All parts in the platform are assigned a part status which updates based on user activity against the part within the interface. 

Status	Activity
Open	New Workload record loaded, not assigned to a user.
Pending	Workload record was assigned to a user by manager assignment or by a user selecting the Workload record and moving to the Apply screen.
Pending Answer	Questions were sent on the Workload record.
Question Answered	Questions received answers.
Pending Review	Awaiting review by classification technical advisors/classification leadership.
Pending Rework	Workload record did not pass classification technical advisors/classification leadership review.
Complete	Workload record passed review/is committed to the master.
Closed	Workload record closed.
Expired	The assigned tariff code has expired due to HTS updates and is no longer a valid tariff code.
	This symbol will accompany any workload record that has been reopened.

Part Priorities #

New and existing workload is assigned a priority based on the Request Origin submitted at the time of request.

Below are the associated Priority levels. 

Request Origin Name	Priority ID
FTA-Customer Request	MEDIUM
FTA-Border Cross	HIGH
Broker Referral	HIGH
Tariff Schedule Update	LOW
HTS Discrepancy-FTA	MEDIUM
HTS Discrepancy-Client	MEDIUM
Other Client	MEDIUM
Other Internal	LOW

Assigning a Workload #

The Assignee column in the dashboard identifies the user responsible for classifying each part. This field may be populated automatically by the system when parts are moved into the classification workflow, or it can be manually updated to reassign parts to yourself or another user.

Re-assigning Workload: Ensure communication among team members before re-assigning workload that is owned by another user.

All classification user levels can assign records to themselves.

Classification Advanced Analyst and Classification Manager can assign and reassign to other users. 

Assign to self:

Assign to others: 

The user will then be notified they are reassigning the workload record.

Reopening a Workload #

Users may need to reclassify a part when new information becomes available, or circumstances change. A part can be reopened for reclassification either automatically by the system or manually by a user.

Automatic Reopening of a Workload:

Classification workload in a Complete, Closed, or Expired status will automatically reopen when a new request is submitted under any of the following (5) circumstances: 

1. Request Origin selected: HTS Discrepancy-FTA 

2. Request Origin selected: HTS Discrepancy-Client 

           a. This does apply to ECCN classification type 

3. Classification workload is “Complete” and assigned with 6 digits or less 

           a. This does not apply to ECCN classification type 

4. Classification workload is in a “Closed” status 

5. Classification workload is in an “Expired” status 

Manual Reopening of a Workload:

1. On the Workload screen, filter for parts in a Complete status. 

2. Search for the part number in the search bar. 

3. Click the checkbox to the left of the part number. 

4. Click the ellipses to the left of the checkbox. 

5. Click Reopen

6. If selecting multiple records to reopen, click the ellipses in the upper right corner. 

7. Click Reopen

8. The “Reopen Workloads” pop up will appear, notifying the user that they are reopening workload record(s). To proceed, click Reopen.

9. Once reopened, the record(s) will have the reopen symbol next to the part status bubble.  

10. In the Filters drawer, toggle the “Search Only Reopened Workload” on to display only records that have been reopened. 

Note: manual email reply notifying the appropriate party that the request is complete is necessary as formal CH Connect request cannot currently be submitted for requests to reopen workload. Request Origins cannot be updated in the current reopen process. Workload will be reopened with the Request Origin as initially loaded. 

Closing a Workload #

Users may choose to close a workload either based on specific instructions or because classification is no longer required. Workloads must be closed manually, and a reason must be provided to document why the closure was initiated.

Part records in a Complete status must not be moved to a closed status.

Closing workload in the platform closes all variations of a part under the master PartID. Master PartID is generated based on the compressed part number. For example, if part number 123-4 and 1234 both exist with a US Import classification type, closing one of these will close both at the master PartID level.  

To Close a Workload: 

Click the checkbox to the left of the part record(s) to be closed. 

If a single record is selected, use the ellipse to the left of the selected record.  

Click Close

Add a closure reason and comment.

Once a reason is provided, you can close workload.

If multiple records are selected, use the dropdown arrow next to the Classify button in the upper right corner of the Workload screen.  

Suggested closure reasons are below: 

Apply Screen #

The Apply screen is where users can assign a classification to an individual part or a group of parts. It is a dedicated interface, separate from the main dashboard, and is automatically launched when you select the Classify option for one or more parts.

From the Apply screen there are many actions you can take.

The Filter button opens a sidebar where users can filter requests based on criteria such as type, status, HTS code, reason code, audit trail, and more. This makes it easy to locate specific workloads among potentially large volumes of classification entries.

Once a classification request is ready, users can complete it by clicking the Submit button. If additional actions are needed, a dropdown menu next to the Submit button offers three alternatives: Send to Review, Ask Questions, or Close Workloads. If users select Ask Questions, a message window will appear, allowing them to draft and send questions to relevant recipients for clarification or additional details.

Choosing Close Workloads prompts the user to enter a reason and comments before finalizing the closure.

Intangible – Client Configuration #

Users can mark a part as Intangible to avoid manipulation of the classification by another user.

To identify a record as intangible click the ellipses to the left of the class type level of the part on the Apply Screen.

Select Intangible

The HTS field is updated to Intangible and is blocked from editing. 

After identifying a record as Intangible, the HTS, Audit Trail and Reason Code fields are required to proceed. 

Intangible parts cannot be identified in bulk, only at the class type level.  To remove the Intangible action from the record, click the ellipses to the left of the class type level, and click Intangible again. 

The HTS column will update to Intangible.

Classify New Parts #

There are two ways to assign classification(s) to a part or parts:

(1) Apply classification to one part, and (2) Apply classification to multiple parts:

1. Apply Classification to One Part: 

After a user selects/assigns a part to themselves, the classification process can begin.

On the workload screen, first either apply filters or search for a part.

Click the checkbox to the left of the ‘Part Number’ field.

In the upper right corner of the screen, click “Classify.” The user is then routed to the Apply screen.

If multiple classification types exist in workload for the part, all types will show on the Apply screen. 

On the Apply screen in the Workload grid, the fields identified with an asterisk are required (HTS, Reason Code, GRI and Audit Trail). 

If content is available for the selected classification type, a dropdown will appear with available HTSs from content when the user begins populating the HTS field. The user can select from the available HTS options, and it will automatically populate in the HTS field once selected.

If content is not available for the selected classification type, this dropdown is not available. Instead, a blue “Tool Tip” icon will appear to the right side of the HTS cell, notifying the user that content is not available.

Once all fields in the Apply screen are populated for the part, send to review.

2. Apply Classification to Multiple Parts: 

Select Parts to Classify

Use the checkboxes next to each part number to select multiple parts from the list.

Note: Only parts with the same classification type can be selected together.

Click Classify at the top right of the screen

Assign Workload

A pop-up will appear asking if you want to assign/reassign the selected workload records to yourself or another user.

Click Assign to confirm

Bulk Edit

After clicking Classify, users will be directed to the Apply Classification screen

Click “Bulk Edit” to make changes to multiple selected parts at once.

In the Bulk Edit panel, you can update the following fields for all selected parts:

      HTS, Reason Code, GRI, Audit Trail, Legal Notes, Rulings

Once all desired fields are updated, click “Bulk Apply” to save the classification for all selected parts. Click cancel to discard changes.

Send to Review #

Once a user has completed the required information for their classification(s), they will need to send the classification(s) for review. Users with specific system permissions, such as Admin or Manager roles, can bypass the review process; for all other users, this step is required to advance the part(s) to Complete status. Similarly, if a classification does not pass the review, the status will be updated to Needs Rework.

1. Send to Review: One Part Number, One Classification Type 

If there is only 1 classification type in workload for the selected part number and all required fields for classification are populated in the Apply screen, click the checkbox to the left of the Part Number. 

Click Send to Review in the right-hand corner of the screen. 

The part/class type record will update to Pending Review. 

2. Send to Review: One Part Number, Multiple Classification Types 

If there is more than 1 classification type in workload for the selected part number and all required fields for all classification types are populated in the Apply screen, click the checkbox to the left of the Part Number. 

This will select all Classification Type records for the part number. 

Click Send to Review in the right-hand corner of the screen using the drop down next to Submit.

The part/class type records will update to Pending Review. 

3. Send to Review: Multiple Parts in screen view, 1 or More Classification Types – all are ready for review 

Once all required fields for all selected parts and their classification types are populated in the Apply screen, click the checkbox in the header bar of the apply grid. 

This will select all visible parts and their classification types in the grid. 

Click Send to Review in the right-hand corner of the screen.  The part/class type records will update to Pending Review.

Review Process #

*For Classification Advanced Analyst and Classification Manager roles only*

Use Filter button and apply Status of “Pending Review”. 

Select the checkbox to the left of the part number(s) to select part you wish to review. 

Click Classify – the records will no longer be reassigned to the reviewer.

The system will route the user to the Apply screen with the selected part(s).

Review the classification detail submitted by the analyst.

For part(s) that pass review: 

Select part/class type checkbox(es). 

Click Submit. 

The part/class type record status will update to Complete. 

For part(s) that do not pass review:  

Select the part/class type checkbox(es). 

Click the dropdown to the right of the Submit button.

Click Needs Rework. 

In the Send to Rework pop-up, add review notes to the box.

Note: The notes added here will apply to all part records selected for rework. If different notes are needed for each part requiring rework, each part must be selected separately to send for rework. 

Click Send to Rework and the part status will update to Pending Rework. 

View Only Mode #

Users can check the details of “Pending Review” or completed workloads without reassigning the record to themselves. This option prevents unintentional changes to record status and preserves accurate tracking. Reviewers can still perform actions like sending for rework while keeping the original assignment intact.  

Expired Tariffs #

The Expired Tariff screen was created to quickly update 1-to-1 HTS updates. Users may leverage the results to update the 1-to-many changes within the Workload and Apply screens. When searching by HTS in the filter drawer, the HTS must be an exact match.  

When the comparison between a classification universe and content is run, records with expired classification will update to a status of Expired. Results will only show where we have existing content (US Import only). 

To review the expired records for streamlined 1-to-1 updates, click “Classification” in the left pane.

Click Expired Tariffs from the Classification sub-menu. 

The results will show the number of parts with the now-expired HTS assigned.  

Click Update and the Update HTS box will appear. 

User is prompted with a box to enter the new HTS. Add the new HTS, content dropdown will appear. From the content dropdown, select the HTS that all items will change to. 

Append audit trail:  

If details must be added to the existing audit trail, select this radio button. The detail added will be appended to the existing audit trail for the part. The details will be appended to ALL records listed in the “count of parts” column for the HTS selected. 

Once addressed, the part will be in a Complete status. 

Don’t append audit trail:

Select this option when there are no additional details to add to the existing audit trails for the parts for the HTS selected. 

Once the above details are selected and/or added, click Update in the Update HTS popup box. If successful, a green popup at the bottom of the screen will indicate “Expired records updated”. 

Once the selected parts are updated, they will show in a Complete status in Classification Workload with the updated HTS. 

1-to-many tariff updates: 

Click Classification from the left menu, select Dashboard.

Using the Filter flyout, click the toggle on for Search Only Expired Workload.

Results will show parts in an Expired status with an hourglass icon to the left of the status.

Using the standard classification workflow, select the checkboxes of the parts for re-classification. Click Classify.

The workload records will reassign to the user and status will be set from “Expired” with the hourglass to “Pending” with the hourglass.

Note: The hourglass will disappear from the part status once the record is set to a “Complete” status or a “Closed” status. 

Follow instructions in the Classify New Parts section of this SOP to assign the new classification. 

Insights #

This feature searches the part universe for the selected part and description, providing suggested HTS codes and confidence ratings based on similar parts that have already been classified.

Like Parts #

This feature searches for other open workloads that are similar, based on part number and part description logic, to the part(s) selected for classification. It is designed to help users efficiently process multiple similar classifications at once. The system will prompt users to either include these “like parts” in their current selection or choose to ignore them.

Questions & Answers #

Found under the classification tab is the Questions and Answers screen, which provides a seamless way of addressing and viewing all questions and answers related to your workload. You can add questions to parts through the Apply Classification screen, and directly in the Q&A screen. This screen is a large queue of added questions, which can be actioned in several ways. Most importantly, the Q&A screen is the only spot where you can schedule and send your questions. This allows you to work with your questions in bulk.

In the Questions and Answers screen, to the left of the “Questions & Answers” page title, click the right-pointing arrow to expand the ‘My Filters’ flyout.

Question Status #

Part Number/Question lines in the Q&A module are assigned a status which updates based on user activity against the part number/question within the interface. 

Status	Activity	Available Actions
Open	Question has been added to the Q&A module grid by a user, and no further actions have been taken.	Apply Classifications, Schedule Questions, Edit Questions, Answer Questions, Close Questions
Scheduled	Question has been scheduled to be sent out to the appropriate technical contacts. It was scheduled to be “Sent Now” or “Scheduled for Later”. It is now waiting for system to trigger the send based on user selection.	Apply Classifications, Un-Schedule Questions, Edit Questions, Answer Questions, Close Questions
Pending	Question has been sent to the appropriate technical contacts, the user is awaiting answers.	Apply Classifications, Schedule Questions, Answer Questions, Close Questions
Answered	Question has been answered by the appropriate technical contacts. The answer may include a response attachment as well. The user may now have the information needed to classify or may decide they need to send additional questions.	Apply Classifications
Closed	Question was closed out and can no longer be actioned or reopened.	Apply Classifications

Add Questions – Apply Classification Screen #

You have the option to add questions to part numbers in both the apply classification screen and in the Q&A screen. On the Apply Classification screen, you may select any parts that require questions and upon clicking on the dropdown arrow next to “Submit” in the upper right-hand corner, you will see an action to “Add Questions – NEW!”. Selecting this action will pop open a modal with the preselected part numbers identified. You may add as many questions as you would like, and each question will be added to each part number shown in the “Search parts” box.

Additionally, you can add attachments through a drag and drop box or by clicking “Browse Files”. Any attachments added here will be added to each part number shown in the “Search parts” box. To then view the questions and attachments saved, head to the Q&A screen.

Add Questions – Q&A Screen #

On the Q&A screen, you may add questions to new part numbers or add additional questions to parts that are already on the Q&A grid. To add questions to new parts, select “+ Add Questions” in the upper right-hand corner. Then search for any part numbers that you would like to add questions to. To add questions to multiple parts that are already in the grid, select your parts in the grid and then select “+ Add Questions”. You may also add questions to a part in the grid individually by clicking the three-dot menu next to the part. Once again, the questions and attachments added will all be added to each part number in the “Search Parts” box.

Save Questions – Q&A Screen #

Once you have added your questions and attachments, click Save. You will notice a confirmation pop up at the bottom of your screen letting you know that your questions were successfully added. These questions can now be managed in the Questions and Answers screen. These newly added questions will appear in an Open status. From here, you will be able to take actions such as scheduling, editing, and closing questions.

Confirmation modal should appear when questions were successfully added.

Schedule Questions – Q&A Screen #

Once you are ready to send your questions out to the necessary technical contacts, select all the part number/question lines that you would like to send, and select “Schedule Questions” from the dropdown menu in the upper right-hand corner of the screen.

If you have made a mistake or no longer need to include a question in your scheduled send, simply “Un-Schedule” the question. This will remove it from the set of questions sent to the selected contact(s).