Edit List of Types

All of the modules in QSToolbox have a "Types" field (or equivalent) that you can customise to suit your organisation. The list of options are controlled by a 'vocabulary' in the 'Settings' area.

Many other fields with drop-down menus can be customised the same way.

Access Vocabularies in Settings

To edit the list of Types, you will need be in the 'Staff' user group. 

Go to Settings. If you don't see a gear/cog icon in the top right, then you don't have permission to change settings.

To edit the list of Types, look for 'Types' under the module that you want to change. You can either click on the 'Change' link, or on 'Types' to view the current list of types for the module. 

View other vocabularies in the same way.

Add a New Term

To add a new term to the Types vocabulary, click on the "Add Type" button at the top right. 

The new term will immediately be available in the dropdown menus


You can make your list of Types hierarchical by selecting a 'Parent'. 

This will appear as a sub-type in the list:

When you search Issues for Type = Audit Finding, you'll see all audit findings. To only see Internal Audit Findings, search for 'Audit Finding > Internal'.


Edit an Existing Term

To edit an existing term, click on the name, edit and then save.

When you edit an existing term, all of the content that is currently linked to this type will stay linked and will show the new name.

Delete an Existing Term

While you can delete a term that is incorrect or not relevant, you should do so cautiously to avoid potential data loss. There is no undo!

When you delete a term, any content linked to that type will have no longer have any term selected. You can't search for empty 'Type' values, so it will be more difficult to correct any data gaps.


The best approach is to first make sure there is no linked content, before deleting a vocabulary term.

  1. Go the relevant module and search by the term you want to delete, (e.g. for Issue types)
  2. Transfer any results to another Type using "Bulk Actions", or one by one.
  3. Search again to make sure there are zero results.
  4. You may want to check any deleted items.
  5. When you are sure there is no linked content, it's safe to delete the term from the Types vocabulary.