What are Tags, and how can they be used?
This articles describes tags, how tags can be used, how to change tags.
simplchek
Last Update hace 3 meses
When is this helpful?
This is helpful when you need to create a Tag category for easy tracking when generating a report.
What are Tags, and how can they be used?
Tags are unique labels that can be attached to a report for easy tracking or can be used to create a specific type of group that can allow easy identification of the reports you would like to access regularly.
Tags can be created using the user's personal preferences and are time-saving to businesses for easy access to information.
Report Tags: Report tags will be available only within a questionnaire. You can set them for each question individually. Click here for information about Report Tags.
Location Tags: The location tags can be used when you want to split your locations into regions, zones, areas, etc. Another excellent use case is when you have locations that need special attention, for example, hot locations, low-risk locations, high-risk locations, etc. Applying the tags will help you filter them more easily on the Analytics page.
User Tags: User tags can be used when you want to define the role, region, zone, or hierarchy of the users.
What's the difference between Tags and Report Tags?
Report tags are available only within a questionnaire. You can set them for each question individually.
Location and User Tags, on the other hand, are used outside questionnaires. They help in categorizing locations or user hierarchies.
Creating a Tag
Log in to the admin portal from your computer.
Navigate to Advanced > Tags.
Click Add Tag Category on the top-right.
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4. In the Add Tag Category window, add the tag category name, description, and where it should be shown (Location or User).
5. Click Save.
6. Click Add Tag to add multiple tags to the tag category.
Example of Location tags
You can create location-based tags like this one:
Example of User tags
Or user-level tags like this one:
To enable the report tag feature, send an email to [email protected].
Once the support team has enabled the feature, a report is generated, and any tags you have created in the checklist will appear below on your report.