Adding and searching by Tags
What is a Tag?
Tags are essentially the ability to apply an attribute to an entity, or record, so it can be identified by this at a later stage in a search or report.
What records can Tags be added to?
Tag clouds are available for the following records:
- Client Contacts
- Client Funding Plans
- Incident Investigations
- Opportunities for Improvement
Once Tags have been created by your organisation, they can be applied as required to the relevant record/s.
How do I add a Tag?
Select the '+' icon next to 'Tags':
Select the relevant Tag to add to the record:
Select 'Add Tag'. The Tag will then appear in the record:
Always remember to Save the record following addition of a tag to ensure the changes are applied.
How do I search by Tag?
Tags can be created for the following entities (records), this table lists where the Tags are displayed, and the search or report they can be found in:
|Activity||Activity record - Activity Details tab||Activity Search|
|Client||Client record - Client Details tab||Client Search|
|Client Contact||Client record - Contacts tab||Client Contact Search Report|
|Client Funding||Client record - Funding::Client Funding tab||Client Funding Search Report|
|Incident||Organisation Accident Incident Register (AIR) - Incident tab||AIR Search Report|
|Incident Investigation||Organisation Accident Incident Register (AIR) - Incident Investigation tab||AIR Search Report|
|Journal|| Client record - Journal::Journal Details tab
Staff Account - Journal::Journal Details tab
Contact record - Journal::Journal Details tab
|Opportunity For Improvement (OFI) record||OFI Search Report|
|Contacts||Contact record - Contact Details tab||Contact Search|
|Staff||Staff Account - Human Resources tab||Staff Search|
Let's search for the Activity tag of 1:1 in the Activity Search
To find results of Activities that have had this Tag applied: