Tagging Sites, Locations and Personnel

We know there is a need to categorize things in unique ways using individual labels, and even colors! Tagging allows you to do that. By adding a tag to Sites, Locations, and Personnel you can easily make notes that are visible throughout the system.

Please note:

• Tags are not shown to students
• You can only have a maximum of 10 tags

Tagging Sites

1. Select Sites from your left-menu or dashboard.
   
   
   
2. Find and select the Site you would like to tag. You can easily view existing tags by hovering over the tag icon.
   
   
   
3. Once on the site’s profile, click the tag icon. The system will display any existing tags. Check off any tags you’d like to add and click Apply.
   
   
   
4. If the tag you’d like to add does not exist, click Add.
   
   
   
5. You’ll then provide your new tag’s name and associate a color to it.
   
   
   
6. If you’d like to update a tag and its color, click the pencil icon.
   

Tagging Locations

1. Select Sites from your left-menu or dashboard.
   
   
   
2. Select Locations from the ribbon at the top of the page.
   
   
   
3. Find and select the Location you would like to tag. You can easily view existing tags by hovering over the tag icon.
   
   
   
4. Once on the Location’s profile, click the tag icon. The system will display any existing tags. Check off any tags you’d like to add and click Apply.
   
   
   
5. If the tag you’d like to add does not exist, click Add.
   
   
   
6. You’ll then provide your new tag’s name and associate a color to it.
   
   
   
7. If you’d like to update a tag and its color, click the pencil icon.
   

Tagging Personnel

1. Select Sites from your left-menu or dashboard.
   
   
   
2. Select Personnel from the ribbon at the top of the page.
   
   
   
3. Find and select the Personnel you would like to tag. You can easily view existing tags by hovering over the tag icon.
   
   
   
4. Once on the Personnel’s profile, click the tag icon. The system will display any existing tags. Check off any tags you’d like to add and click Apply.
   
   
   
5. If the tag you’d like to add does not exist, click Add.
   
   
   
6. You’ll then provide your new tag’s name and associate a color to it.
   
   
   
7. If you’d like to update a tag and its color, click the pencil icon.