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: 

• Clients
• Client Contacts
• Journals
• Client Funding Plans
• Activities
• Staff 
• Contacts
• Incidents
• 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: 

Example

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: