How do I Merge a Reference Tag? - Legacy Interface

Issue/Objective

Merge a Reference Tag

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the new PolicyStat interface.

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.

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

1. Click Admin to open the Admin Console
   
2. Click Reference Tag under the Site Data column.
   
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).