Objective:

• To understand how to rename a reference tag
• To understand why you may get an error message when renaming reference tags

Environment:

• PolicyStat

Additional Information:

A Site Administrator can rename, merge, or delete Reference Tags in PolicyStat.

Reference Tags are the default title for what can be terms, numbers, phrases or any other representation to categorize and group similar documents or policies for searching and reference through the PolicyStat search tool.

PLEASE NOTE:The term Reference Tag may differ for your location, but the concepts addressed here are universal.

Procedure:

Rename a Tag

1. Click the Admin tab
   
2. Click Reference Tag
   
3. Locate the tag in question, and click the Rename link on the table.
   
4. Modify the name as needed (1). Click Rename Reference Tag (2) when complete.

PLEASE NOTE:There is a 50 character limit for naming reference tags.

This article applies to the following user roles: