Editing Classifications

Modify an existing Classification

Required System Role: Enterprise Admin

To modify an existing Classification, first, navigate to the Management area (1) and click Classifications (2).

This is where all your dropdown and multi-select lists are managed.

Next, click the name of the list (3) you want to manage and the list item that you want to edit (4). In this example, we are going to change the name of "Safety" to "Workplace Health and Safety".

Clicking on the Issue will open it in a new panel. Here, you can edit the Name and Description (5). Be sure to click [Save] (6) to apply your changes.

We can now see this Classification updated in both the Classification List and the drop-down menu in the Event Record.

 

NOTE: Changing the name of the Classification changes the name only. It preserves all relationships.