Merging Categories or Subcategories
When merging one or more categories/subcategories into a another category/subcategory (the target), all of the subcategories, templates, and documents/questionnaires assigned to the categories/subcategories to be merged will be reassigned to the target category/subcategory. The categories/subcategories to be merged will then be deleted, with the target category/subcategory remaining.
Important: A category/subcategory that is merged into another is not placed in the Archive and can only be restored by restoring a backup database. If your PolicyTech system is hosted, periodic backups are created automatically. If your PolicyTech is installed on your organization's premises, be sure to back up the database when prompted.
- Click System Settings, click Document Setup, and then click Categories.
- If multiple sites exist, select the site containing the category or subcategory to be merged.
- Click Merge.
You should now see one of the following warnings, depending on whether your PolicyTech system is hosted by NAVEX Global (first warning) or installed on your organization's premises (second warning).
- Do one of the following:
- If your PolicyTech system is hosted by NAVEX Global, click Continue.
- If you're prompted to back up your database, click Back Up Database, click OK, and then. when the backup is finished, click Close. Because backing up the database automatically logs you out of PolicyTech, log back in and repeat steps 1 through 3 above. Then, on this step, click Continue.
- Find and select one or more categories or subcategories to be merged.
- If multiple sites exist, select the target site.
- Click the category or subcategory you want the selected categories to be merged into.
- Click Merge, and then click OK.
Note: If the merge was not successful, follow the instructions in Finding Category Assignments, and then try to merge the categories again.
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