Objective:

• To understand how to merge reference tags

Environment:

• PolicyStat

Additional Information:

A Site Administrator can merge, rename, 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:

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

1. Click the Admin tab
   
2. Click Reference Tag
   (Terminology may vary based on local preferences)
   
   
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 (1), then click Merge Reference tag (2). 
   

This article applies to the following user roles: