Tags are like electronic post-it notes that can be assigned to students, sites, locations, personnel, and contracts. They are useful for organizing and filtering these entities. Each entity can have up to 10 tags.
Why Use Tags?
- Tags help track special attributes, allowing for better data management and coordination within your team.
- They are visible only to program administrators, student advisors, and course faculty.
- They are not visible to students and site personnel (preceptors and staff).
- Customize tag colors for quick identification.
How to Use Tags?
For students, some example tags to use are 'New Parent', 'Public transport needed', etc.
Navigation: Go to Students >> Click on student name >> Click on + icon below the student's name
For sites, locations, personnel and contracts below are some of the example tags
Navigation: Go to Sites >> Select the respective tab (for Sites, Locations, Personnel, Contracts) >> Click on the name>> Click on
- Sites: 'Hires new grads', or 'Needs special application'
- Locations: 'Accepts part-time payment', 'Local students only', or 'Onsite accommodation'.
- Personnel: 'Contact via email only', 'Relies on public transit', or 'New personnel'.
- Contracts: 'Payment Required', 'Evergreen', or 'Umbrella Contract'.
Click on the following icon to assign tags
Once tags are assigned, hover over the following icon to view them
Tags can be filtered using the filter option (funnel icon) across the system
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