Tags are used on the system to highlight details about staff or children from their profile summaries. The user can also filter a list of children or staff using the tags associated with them. For example, an 'allergy' tag could be created to highlight which staff or children have an allergy. The user could then look at the Allergy Report in the Reporting section of the Dashboard for further details on the allergies. To create a tag, click on the '+' button in the top right-hand corner of the Tags Settings page. This will bring up a 'Tags - Create' form in which the user can enter the details of the tag.
- The name of the tag can be entered in this field.
- A description of the tag can be entered in this field.
- The colour of the tag can be allocated using the drop-down menu. This will be used to identify the tag on other pages.
- These two tick-boxes allow the user to indicate whether this tag relates to staff, children or both.
Created tags are displayed in a list on the Tags Settings page. From here the tags can be viewed, edited, deleted or have their status changed to active or inactive. The colour, name and description of the tag can be seen, as well as is this tag relates to staff, children or both. A tag can be searched for by entering full or partial details into the blank fields at the top of the list.
The tags can then be attributed to children and staff as specified when creating the tag. The tags can be seen in the bottom left-hand corner of the profile summaries, displaying their colour and first letter of the tag name.