Tagging Items

Tags are used to group related items together to make them easier to find.

Overview

Tags are used to group related items together to make them easier to find.

Users can navigate Tags using the using Tags also appear under 'Active Tags'.

The tags menu is useful for identifying related records

Avoid overusing tags. Tags are a form of unstructured data. Always use the structured data provided in fields where available. Overused tagging can generate long lists and make your system confusing for first time users. Additionally, make sure that tags are not duplicated with slightly different names. Always look at the suggestions when creating a new tag to avoid duplicating records. As a best practice it is a good idea to have a list of pre-approved tags. An alternative is to use Classifications which can be pre-approved for use by a Coordinator or Administrator.

Adding Tags to an Item

To add a tag you must first edit the item.

The Tags field is usually, but not always, found and set in the Classification section in the right column.

There are two ways to add tags:

• Selecting an existing tag

• Creating a new tag

Tags are separated by commas.

Selecting Existing Tags

Tags are specific to each register.

There may also be pre-installed with useful tags to select from, this will vary depending on your system's configuration.

As you type into the Tags field, suggestions will appear below. Select it from the list.

Adding existing tags by looking them up in the list

Creating new tags

Avoid creating duplicates of tags with similar spelling (for example Fire and Fires). Always check for existing tags before creating new ones. Duplicate or similar tags can make navigation and reporting difficult.

To create a tag:

1. In the Tag field, type the new tag. You can include spaces in your tags. All other Illegal characters will be removed.

2. When you've written it, use the comma key to add it. If the tag already exists, the system will match it with the existing tag to avoid duplication.

3. Save the item as the change will not take effect until you've done this.

Removing tags

If you need to remove a tag from your item, click on the cross to the left of the tag.

Note that the change will not take effect until you've saved the record.