How to Edit a Code

  1. Hover over the Policies Tab
  2. Click on Policy Type Administration
  3. Click on the Codification icon for the policy type you are working with
  4. On the Codification screen, click on the pencil to edit a code number and/or name

    Note: Both the code identifier and name can be edited if the code is in use.
    Changing a code will change the codes for all active and historical documents.
  5. When finished, click Save and Close

How to Delete a Code

  1. Hover over the Policies Tab
  2. Click on Policy Type Administration
  3. Click on the Codification icon for the policy type you are working with
  4. On the Codification screen, click on the trash can to delete a code

    Note: Codes cannot be deleted if documents are associated with them. For more information on deleting documents, click here.
  5. Confirming deletion by clicking Okay on the pop-up

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