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BackedHelp Centre

Checklist - Classification

What to check before applications are coded against your taxonomy.

Last updated

Ready for your classification to go live?

Ensure you've double checked the following:

  1. Create your taxonomy: New taxonomy under Settings > Classification, or Import a preset to import a standard one whole.
  2. In its draft version, add each dimension with Add dimension, and choose whether it takes one term or several per application.
  3. Add each term with Add term, and give every term a Definition so people code alike.
  4. Select Save version, then Publish version; a published version cannot be changed.
  5. After a new version replaces or drops terms, re-code the applications listed under Re-code.
  6. If your organisation shares its portfolio with other funders, read each network's agreement on the Funder networks tab of Settings > Profile and terms before you accept it.

Backed does not classify applications automatically; people code them.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.