Aiimi Insight Engine User Guide Kickflip
Admin GuidesAiimi
  • Introducing Aiimi Insight Engine
    • Kickflip Release
      • New Look For Aiimi Insight Engine
      • Create A SAR From The Privacy Portal
      • Visualise Your Data Connections
      • Collections That Work For You
  • Search
    • Introduction
    • Searching for Information
      • Optimising a search
        • Filtering and searching
      • Folder Browsing
      • Saving Searches
      • Multilingual Search
    • Search Results
      • View Documents In One Place
      • Lenses and Result Views
        • Relationship
          • Finding Result Connections
          • Minimum Results
          • Relationship Type
          • Accessible Relationship Map
        • Timeline
        • Related Result Connections
          • Understand Connections
          • Adding card details
      • Filtering Results
        • Using Minimum Matching Terms
        • Using Synonyms
      • Sorting Results
      • Subject Matter Experts
      • Why These Results
        • Finding Your Searched Terms
        • Mark A Result As Useful
        • Mark A Result As Sensitive
        • Why My Search Matched
      • Related Results
        • View Related Connections
  • Collections
    • What is a Collection?
      • Collection Types
    • Manage collections
      • Create a Collection
      • Status Management
      • Edit, Delete or Merge
    • Using a Collection
      • Add Items to a Collection
      • Sharing a Collection
      • Adding Comments to a Collection
  • Subject Access Request
    • Introduction
    • Creating or Receiving New SARs
      • Requests From The Portal
        • Creating a SAR from the Portal
        • Assigning a Request
      • Create a Manual Response
        • Searches
        • Subject
        • Collection Settings
        • Privacy Portal
      • Create and Manage Data Subject Types
    • Data for a SAR
      • Finding Information for a SAR
        • Payment Card Information (PCI)
        • Personally Identifiable Information (PII)
        • Redacting Sensitive Information
      • Messaging a SAR Requestor
      • Internal SAR Messaging
    • Completing a SAR
      • Finding a SAR
      • Getting Data Reviewed
        • Assigning Users to a SAR
      • Exporting a SAR Response
      • Disclosing to the Portal
  • Help and Support
    • Leaving Feedback
    • Accessibility Statement for Aiimi Insight Engine
  • Advanced Applications
    • Metrics
    • Manage Collection Type
      • Create a Collection Type
    • Using The Manage Chart
    • OData API
      • Getting OData from Aiimi Insight Engine
        • Query Parameters
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On this page
  • Editing
  • Merging
  • Deleting
  1. Collections
  2. Manage collections

Edit, Delete or Merge

PreviousStatus ManagementNextUsing a Collection

Last updated 1 year ago

You can add to or edit the name and description of your collection any time. You can also add notes and change any labels.

Editing

  1. Open the collection you would like to edit.

  2. Select Edit.

    • This will open an Edit Collection modal.

  3. To change the name of the collection select edit (pencil).

  4. Select the description box and type to make changes or add notes to this collection.

  5. Select labels and type a label you would like to add.

    • Select the Add (+) button or Enter on your keyboard.

    • Delete a label by selecting Delete (bin icon).

    • Edit a label by selecting Edit (pencil icon).

  6. Select Save.

Merging

Merging collections moves the items from the current collection to the chosen collection.

  1. Open the collection you would like to merge.

  2. Select Edit.

    • This will open an Edit Collection modal.

  3. Select Merge

    • This will open the Merge Collection modal.

  4. Select the collection to merge this one with from the dropdown.

  5. Check Merge labels to carry any labels applied too.

  6. Check Merge sharing to keep any applied sharing setting.

  7. Select Merge.

    • The items from the collection you are in will be added to the collection from the dropdown.

Deleting

  1. Open the collection you would like to delete.

  2. Select Edit.

    • This will open an Edit Collection modal.

  3. Select Delete.

    • Delete will remove the collection, items can be found again using search.

  4. Confirm you are happy to delete the collection.