Renaming Tabs

Important: Please exercise caution when using this section. It is possible to lose the contents of customized tabs if you remove them from the list, or make other mistakes. We recommend you ensure your data is backed up before using this section.

Both Default Tabs (also known as System Tabs), such as Policies & Procedures, and Custom Tabs can be renamed.

Each kind of tab uses a slightly different method to accomplish this.

Renaming Default / System Tabs

If you want to rename a Default Tab (a System Tab such as "News"), there won't be an entry in the list for it. An entry must be first created, similar to adding a new tab. Click on the + symbol to proceed.

A Custom Tabs/Fields prompt will pop-up. In the Title field, input the name of the Default Tab you wish to change. Set Type to Rename Tab and enter the new name for the tab in the New Title field. The example used in the image below is changing the default tab Policies & Procedures to Policies.

Note: Be sure the Default Tab title is typed exactly as it is named in order for the system to correctly find it to rename.

The edited Default Tab will now appear in the list, as well as displaying the specified New Title, with Type changed to Rename Tab.

As the blue warning message suggests to restart the server as directed in order to apply changes.

The previous Default Tab Title will now display the New Title.


Note: Default tabs will always retain its original Title in the system and will revert back to it when its Custom Tabs entry is deleted

Renaming Custom Tabs

If you want to rename a Custom Tab, which is a tab you have already customized, hover over the tab in the list and click on the pencil icon on the right, to edit its record.

A prompt for that tab will pop-up. Change the existing Title field with a new name and click Update.

The edited custom tab in the list will now display the custom tab with the changed Title.

As the blue warning message suggests and instructs, restart the server as directed in order to apply changes.

The previous custom tab title will now display the changed title.


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