Default Content Properties: Reference Number

Every content item (document, questionnaire, or campaign) created in PolicyTech must have a reference number as a unique identifier.

Typically, organizations will let PolicyTech automatically assign reference numbers, which is the default setting. One situation where you might want to let content owners fill in the reference number is if you will be importing documents and want to keep the same numbering system used previously outside of PolicyTech. However, because PolicyTech has so many ways to quickly find content, we recommend letting PolicyTech assign reference numbers. In any case, a decision about how content items will be numbered should be made before creating or importing any content.

If the Default Properties window is not already open, click System Settings, click Content Setup, and then click Default Properties.
In the Reference #, area do one of the following:

To have PolicyTech automatically number each new or imported content item, click Auto Number. If you want the numbering to start at a number other than 1, type that number in the Auto Number box.

Note: An automatically assigned reference number cannot be changed.

Click User Fills In.

Notes:

When importing documents with User Fills In selected, PolicyTech still assigns a reference number, but the document owner can change it.
The User Fills In option applies to documents and questionnaires only. Campaign reference numbers are always automatically generated.

To have the reference number displayed with the content item title in various PolicyTech contexts, select View titles with their reference numbers. In the example of a task list below, the reference number is shown in parentheses before each content item title.