Reading time 4 mins
Introduction
Tags allow you to categorise individual items together for easy filtering and reporting. With permission to manage tags, you can use Tag Management to create and archive tags in one main area. Also, with the same permissions, you will be able to create tags outside the dedicated Tag Management feature.
Permission to Use Tags
- Select Access Control in the Administration area of Radar Healthcare.
- Under System permissions there is an option called Can manage tags and select which roles can or cannot have access to this functionality.
Example Tags
- Tags are created to filter tasks in specific areas of your system.
- Below is a table of the different types of tags you can create, along with examples of different tags you may want to create for your data reporting and filtering.
| Tag Type | Example |
|---|---|
| Action Plan |
|
| Document |
|
| Compliance Requirement Type |
|
| Notice |
|
| Risk Register |
|
| Scheduled Task |
|
| Form builder (Events) |
|
Creating New Tags in Tag Management
- In the Admin area select Tag management.
- Select Create tag at the top of the screen.
- Enter the name of your new tag and choose which areas of Radar Healthcare your new tag should relate to.
- Select Yes to save the new tag. This will now be visible under the Tag menu when creating a new item in those selected areas of Radar Healthcare.
Creating a Tag outside of Tag Management
- You can create and select a tag in many areas of Radar Healthcare when creating an item. For example, when you create a new Action Plan.
- When you have a tag drop-down option type in the name of your new tag and select it when it appears below your typed name.
Editing a Tag
- In the Admin area select Tag management.
- Find the tag you wish to edit and select the 3-dots next to its name and select Edit.
- You will now be shown a list of the different modules in Radar Healthcare which this tag is available for. Use the tick boxes next to the areas of Radar Healthcare to make your updates and select Save to complete.
- Any modules which have had the tag removed will not be able to use the tag for future items but tags already in place will be retained.
Archiving a Tag
- Select the tag you wish to archive from the list.
- Select the 3-dot option and choose Archive. Read the confirmation message to confirm you wish to archive the tag. It is not possible to un-do this.
- Refresh your page and the Tag will disappear. To view archived tags, select the option marked Show archived.
FAQs
Are tags visible across the whole system?
- YES. Any tag created will be visible for any location, region or role when creating a new item in Radar Healthcare.
How do I edit the name of a tag?
- It is not possible to amend the name of a tag once it has been created. We would recommend archiving the tag you do not want visible and creating the new name.
Is there a way to prevent the use of the tag without removing it from historical data attachments?
- Yes. The Archive function in Tag Management does exactly this. Once a Tag is archived, you will be unable to attach it to any newly created items within the system, such as new locations, or new action plans. It simply will no longer appear in the Tag drop down list.
- Where the Tag is archived by is already attached to a location, that attachment will remain. This means that any time you create a new event at the location, for example, the tag will be applied to that event. You might choose to disassociated the archive tag from a location to prevent this happening, but this would also remove the tag from historic events too.
How do I report on historic tags?
- Providing the association of the tag with the item has not been severed, the historic tag will remain applied to the data items they were attached to.