Tags help you organize and build up metadata on your cases inside the Resolution Hub.
Tags will allow you to associate cases with specific information, based on tags that you create. Tags can be created on anything from Disciplinary to Retaliation action, Priority to sensitivity level.
You can apply as many tags to a case as you find useful, using the same tag on one case or across multiple cases.
Create a tag
Under the Administration section in the navigation bar, click
TagsSelect a
Tag typeto create a tag withinConfigure a tag type
Create unlimited tags within the tag type
Enable all tags you’d like selectable across cases
Set your tag type live
To remove an individual tag from being selectable on a case, simply turn off the enabled switch
If the tag is in use on a case, it will remain applied until removed from the case
Editing tags
Editing will update the tag instantly, and if in use, will update on all cases it is applied to
Using tags
To add a tag to a case, simply select the
+Add Tagbutton at the top of the caseSelect which tag you want to apply
You can remove a tag by pressing the
xor by deselecting it from the dropdown menuApplied Case tags will show in the case table
You can search and find all cases with a specific tag applied by using the search function on the case table
Coming soon, visualize tag connections to develop deeper data insights within integrity intelligence.