Classification Codes, Working with Policy & Procedure Categories

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Policies & Procedures can be classified using policy & procedure categories. Policy & procedure categories are considered a classification code. Argenta comes loaded with common policy & procedure categories to help you get started, but you can change them at any time. You can add or delete any policy & procedure category by selecting Classification Codes from the Argenta dashboard on the left hand side of the screen.


 
 
 

This will open the complete list of all customizable classifications codes within Argenta.  From here select "Policy & Procedure Categories."

 

 
 
 
 

This will open the Policy & Procedure Category complete listing for your organization.  From here select "Add New."

 
 
 

This will open the screen, Add A New Policy & Procedure Category, which allows you to add your new Category.

 
 
 
 
 

Choose a name for the new category and then click "Add This Classification Code."  This will add your new category and return you to your complete Lead Category listing.

 

View The Total Number Of Records
Above every list is a record number that displays the total of all items currently displayed in the list. This is a quick and easy way to count list items.


Search The List
All classification code lists can be searched by the code’s title. Enter the title of the code you are looking for into the search field to search the list.


Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be necessary to manipulate your own data. You can work with your data anyway you want by exporting it to Excel. Every List in Argenta had an “Export To Excel” button above the list. Clicking the button exports the data currently displayed in the list to Microsoft Excel. If you have filtered the data by specific criteria, only the result set will be exported.


To Remove A Contract Category
In the policy & procedure category list, click the corresponding “Delete” button to remove the policy & procedure category from Argenta. Policy & procedure categories that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the policy & procedure category because it has been used to classify a Policy or Procedure. If you still want to delete it, you can find the Policy or Procedure associated with it by filtering the Policy & Procedure list, reclassifying all associated Policies and Procedures, then trying again to delete it.