Tags

This video will give an overview of tags, as well as show you how to assign tags.

This video will show you how to edit and customize tags within Settings.

00:03: Well, hi there, I'm Phil from the docnetwork training team. 00:06: And in this video. We're going to take a look at an overview of the tags 00:10: feature within our application tags are like customizable labels 00:14: that you can attach two profiles making it a breeze to filter through the list 00:18: Builder which can further help in generating reports sending messages as 00:22: well as filtering through the emaar and attendance lists tags 00:26: are incredibly useful for tracking data that may not be be recorded 00:30: in your registration or health forms. 00:33: We often tell organizations to think of tags, like groups within groups 00:38: think of tags like labels for your profiles. 00:41: They can represent various categories such as cabins or Bus 00:45: locations or graduation year. Once you've set up your tags, 00:49: which you can learn how to do in our how to edit tags video. 00:53: The next step is assigning them to your participants. 00:57: You have three options for assigning tags individually in 01:01: bulk or via an import to assign tags individually, simply 01:05: navigate to the profile list select the desired profile 01:10: and assign tags from the tags tab within each participant's profile. 01:18: The second way to update your tags is to update them in bulk in 01:23: this case. Let's narrow our list down to 01:27: all 10 year olds that brings 01:31: us to five profiles will simply hit select all 01:35: so we choose all five profiles. 01:39: Then we go over to power tools select 01:44: update tags. And update the appropriate tag 01:49: in this case will say all 10 year olds are in the red 01:53: group. Finally 01:57: the last way is to import your tags. This is ideal for a large group that 02:01: you're pulling from another system along with importing groups participants 02:06: and registrations. You can also import tags ensure each 02:10: category of information is in its own column and each row includes 02:14: a first name last name date of birth and 02:18: identifier if applicable for the participant and there 02:22: you have it tags are a powerful tool for organizing your data and streamlining 02:27: amas. Processes and to be honest, it's one of our favorite tools here, too. 02:31: Thanks for watching. And as always don't hesitate to reach out if you have any questions