---
id: FAS-CRM-ENT-06
title: Classification Types and CRM Settings acceptance
feature: FEAT-CRM-ENT-06
product_area: crm
module: entities
revision: 1
status: proposed
product_intent: proposed
source_sha:
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
capabilities:
  - CAP-CRM-ENT-017
  - CAP-CRM-ENT-018
  - CAP-CRM-ENT-019
scenarios:
  - id: FAS-CRM-ENT-06-01
    title: Configure the catalogues and resolve usable person presentation
    kind: behaviour
    exercises:
      - CAP-CRM-ENT-017
      - CAP-CRM-ENT-018
      - CAP-CRM-ENT-019
    relies_on:
      - ATS-CRM-ENT-017-06
      - ATS-CRM-ENT-018-05
      - ATS-CRM-ENT-019-06
    preconditions: >-
      An administrator has run-owned role, affiliation, contact and
      contact-point classifications and a fitting form definition.
    steps: >-
      Set the affiliation default, order the contact-point purposes and assign
      the contact form; read the catalogues and effective definitions.
    expected: >-
      Saved configuration is readable and the person form resolves through the
      selected classification and workspace defaults.
    negative: false
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md
  - id: FAS-CRM-ENT-06-02
    title: A changed classification affects the next form opening
    kind: interaction
    exercises:
      - CAP-CRM-ENT-018
      - CAP-CRM-ENT-019
      - CAP-CRM-ENT-001
    relies_on:
      - ATS-CRM-ENT-018-07
      - ATS-CRM-ENT-019-05
      - ATS-CRM-ENT-001-09
    preconditions: >-
      One coordinator has opened a new-person form while an administrator can
      change its classification and form assignment.
    steps: >-
      Rename and deactivate the selected classification and assign a form; save
      the already-open person; reactivate and reopen creation; unassign the form
      and reopen again.
    expected: >-
      The open creation keeps its chosen classification. Later openings reflect
      the changed active choices and assigned form, then the built-in fallback.
    negative: false
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to:
      - TST-CRM-ENT-148
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/configuration/CRM-ACC-0320.spec.ts#CRM-ACC-0320
    action_evidence:
      provenance: test
      source: >-
        react-console:acceptance/crm/playwright/journeys/configuration/CRM-ACC-0320.spec.ts#CRM-ACC-0320
    assertion_evidence:
      provenance: test
      source: >-
        react-console:acceptance/crm/playwright/journeys/configuration/CRM-ACC-0320.spec.ts#CRM-ACC-0320
    binding_scope: >-
      The suite asserts the actions and outcomes described by this feature
      scenario; registration records source inspection, not an execution result.
    test_anchors:
      - >-
        react-console:acceptance/crm/playwright/journeys/configuration/CRM-ACC-0320.spec.ts#CRM-ACC-0320
  - id: FAS-CRM-ENT-06-03
    title: Retire a relationship choice without erasing existing use
    kind: lifecycle
    exercises:
      - CAP-CRM-ENT-017
      - CAP-CRM-ENT-018
      - CAP-CRM-ENT-019
      - CAP-CRM-ENT-009
    relies_on:
      - ATS-CRM-ENT-017-09
      - ATS-CRM-ENT-018-03
      - ATS-CRM-ENT-019-06
    preconditions: >-
      A used affiliation type is also the workspace default and existing people
      retain it.
    steps: >-
      Deactivate the type, inspect its held relationships and change the
      default; attempt deletion while relationships still reference it.
    expected: >-
      Existing relationships retain their type and the new default is readable;
      deletion remains blocked by actual use.
    negative: true
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md
  - id: FAS-CRM-ENT-06-04
    title: Layout authority does not grant catalogue administration
    kind: permission
    exercises:
      - CAP-CRM-ENT-017
      - CAP-CRM-ENT-018
      - CAP-CRM-ENT-019
    relies_on:
      - ATS-CRM-ENT-019-01
      - ATS-CRM-ENT-019-02
      - ATS-CRM-ENT-017-06
      - ATS-CRM-ENT-018-06
    preconditions: >-
      A caller has contact-layout read and update grants but no
      affiliation-default or address-type write grants.
    steps: >-
      Read and update its layout section; try changing the affiliation default
      and reordering address purposes.
    expected: >-
      The layout work succeeds within its section; independent catalogue changes
      are refused with stored settings and order intact.
    negative: true
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md
  - id: FAS-CRM-ENT-06-05
    title: An older classification client preserves assigned presentation
    kind: regression
    exercises:
      - CAP-CRM-ENT-018
      - CAP-CRM-ENT-019
      - CAP-CRM-ENT-017
    relies_on:
      - ATS-CRM-ENT-019-05
      - ATS-CRM-ENT-018-07
      - ATS-CRM-ENT-017-06
    preconditions: >-
      A classification holds five presentation assignments and the workspace has
      an explicit affiliation default.
    steps: >-
      Replace the classification’s ordinary fields without presentation
      properties; read effective definitions and the workspace default.
    expected: >-
      The assignments survive and the affiliation default remains unchanged by
      unrelated catalogue editing.
    negative: false
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md
evidence:
  - >-
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md
  - >-
    react-console:acceptance/crm/playwright/journeys/configuration/CRM-ACC-0320.spec.ts#CRM-ACC-0320
  - >-
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md
  - >-
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-018-maintain-the-tenant-s-contact-organization-address-and-phone.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-019-choose-the-page-layouts-and-forms-contacts-and-organizations.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-017-maintain-the-kinds-of-tie-and-the-catalogue-of-roles-people.md
---

# Classification Types and CRM Settings: Feature Acceptance Suite

## What the Feature Must Do as a Whole

The suite follows an administrator’s classification and form changes through their later use on CRM records. It checks the configuration alongside what a coordinator sees and saves. Lifecycle, permission and regression cases retain the distinction between configuration authority and authority to maintain records.

## Interactions Between Capabilities

The open-form case spans classification maintenance, effective form resolution and person creation. It compares the already-open form with subsequent openings so that the suite checks the interaction rather than only the configuration save.

## Regression Record

| Revision | Change | Scenario | Why |
|---|---|---|---|
| 1 | initial | all | Establish the feature acceptance suite from the planning and design contracts. |
| 2 | continuation examination | all | Rewrite the suite explanation, verify its evidence and restore source-backed bindings where available. |