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Changing Vocabularies

Many of the drop-down menu lists in QSToolbox can be customised by your Site Administrator user.

Many of the drop-down menu lists in QSToolbox can be customised by your Site Administrator user. You can customise your site to fit your specific needs, rather than being stuck with pre-configured lists.

These lists are referred to as “vocabularies” and are accessible through “site setup” in the top right corner of the browser window.

Site_Setup

Then go to “Vocabulary Library” at the bottom of the page:

VocabLibrary

This will give you access to a list of all vocabularies used in the site:

ListVocabs

To add, edit or delete vocabulary items, click on the vocabulary you want to customise, e.g., “Document Categories”.

Document_categories

Click on the term you want to edit. Then choose the ‘edit’ tab in the green toolbar.

Edit_Vocab_Term

After making your changes, click on ‘save’.

Vocab_Term_save

The new text will immediately be visible in the drop down menu.

Note that when you EDIT a term, it retains any links to documents that it already had. This way you can update the name of the folder/category without losing the documents assigned to that category. To disconnect everything, you’ll need to delete the term and then add a new one.

To delete an item, first click on the item you want to delete. Make sure the title of the page you are viewing is the term you want to delete (not the vocabulary). Then choose ‘delete’ in the ‘actions’ menu in the right side of the green toolbar.

Delete_Vocab_term

To add a new term, choose the vocabulary you want to add to and click on the “add …” link in the right hand side of the green toolbar.

vocab_add

Enter the text you want to appear in the drop-down menu, and click ‘save’.

Vocab_new

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