Editing Departments and Categories

OnPolicy Departments and Categories

When you look at a document list, you see a document tree of directories (“folders”) on the left side of the window (figure 1). There is a “plus sign” (+) to the left of each Department name.

 

document tree onpolicy

Figure 1

You click on the “+” to reveal the current list of Categories in that Department. Here, all documents are listed, regardless of department or category.

 

department categories onpolicy

Figure 2

Click on the Category name to see the list of documents for that Department and Category (figure 3).

Departments Categories list onpolicy

Figure 3

View or Edit Departments and Categories

Your OnPolicy Administrator and Editors have access to the Department and Category lists. From your Editor Home screen, click on the “Admin” tab (figure 4).

 

admin tab onpolicy

Figure 4

At the Admin screen, Click on “Departments“.

Now you see the default Department list that comes with OnPolicy (figure 5). Note that the Accounting department is highlighted. For that reason…

 

Accounting department onpolicy

Figure 5

…the Accounting Categories are shown at the bottom of the screen (figure 6).

 

Accounting Categories onpolicy

Figure 6

Now we’ll look at adding a Department or Category.

Add a Department

Click on the green plus sign (+) to add a Department (figure 7).

 

Add Department onpolicy

Figure 7

OnPolicy inserts a blank line at the top of the Department list (figure 8). Type a new Department name in that blank.

 

new Department name onpolicy

Figure 8

Add a Category to a Department

Once you’ve entered that department name, keep it highlighted and go to the lower part of the screen (figure 9). Just like you did for the new department, click on the “+” to the right of “Categories for…” to add categories.

 

Add Category to Department onpolicy

Figure 9

NOTE: You can replace the sort order default value of “0” (zero) with any number you want for Categories and Departments. You would do this so that when Editors click on the drop-down boxes for Departments and Category names, they’ll either see them from top to bottom in alphabetical order or in the sort order, or order of importance (figure 10).

You may reverse the order of either sort key (i.e., sort them in descending alphabetical/numeric order) by clicking on the small arrowhead next to the column title.

 

cat sort order onpolicy

Figure 10

Remove Departments and Categories

You may remove/delete a highlighted Department or Category by clicking on the red “X” above (figure 11).

NOTE: If the Department or Category you’re about to delete still contains documents, you’ll have to find each of those documents and reclassify them, one at a time, so it’s better if you move, or transfer, documents to other Departments or Categories before deleting one. Remember — If you have documents assigned to either a department or category that you’ve deleted, you have to locate those documents and reassign them to another department/category.

 

Remove Departments Categories onpolicy

Figure 11

OnPolicy gives you a chance to change your mind before deleting the department or category (figure 12).

NOTE: When you delete a Department, you automatically delete all Categories within it.

 

deleting department onpolicy

Figure 12