Site Administrators can rename, merge, or merge 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. 

 

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Rename a Tag

  1. Click the Admin tab
    adminTab_area.png
  2. Click Topic Tag (This may use a different term based on your local site preferences.
    topicTag_area.png

  3. Locate the tag in question, and click the Rename link on the table.


  4. Modify the name as needed (1), and click Rename Topic Tag (2) when complete.

NOTE: There is a 53 character limit for naming reference tags.

Merge a Tag

If two tags were created on accident or need to merged for any other reason, they can be merged.

  1. Click the Admin tab
    adminTab_area.png
  2. Click Topic Tag
    (Terminology may vary based on local preferences)
    topicTag_area.png

  3. Locate the tag in question, and click the Merge link on the table.


  4. Use the drop-down list to select the appropriate tag to merge with, then click Merge topic tag. 
    (Terms may vary based on local preferences)

Delete a Tag

  1. Click the Admin tab
    adminTab_area.png
  2. Click Topic Tag 
    (Terminology may vary based on local preferences)
    topicTag_area.png

  3. Locate the tag in question, and click the Delete link on the table.


  4. As a final confirmation step, click Remove this topic tag from all policies. 
    (Terminology may vary based on local preferences)

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This article applies to the following user roles:

siteAdmin.png

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