How to Edit a Code
- Hover over the Policies Tab
- Click on Policy Type Administration
- Click on the Codification icon for the policy type you are working with
- 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Changing a code will change the codes for all active and historical documents. - When finished, click Save and Close
How to Delete a Code
- Hover over the Policies Tab
- Click on Policy Type Administration
- Click on the Codification icon for the policy type you are working with
- 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. - Confirming deletion by clicking Okay on the pop-up
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