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Liaison

Manage Tags

This page applies to Time2Track institutional administrators.

You can create customized tags to track additional details about your trainees' activities and clients. For example, you can create activity tags about diagnoses and treatment methods and client tags about socioeconomic statuses, military service, and specific age groups. This can be helpful to track information specific to your program. Note that, your trainees then use the tags when creating activities and clients.

Create a Tag

  1. From the tag page, click the blue plus sign in the top right corner.
  2. Enter required information. 
  3. Click Create

Edit/Delete a Tag

If you added a tag incorrectly, you can edit or delete it. Once a tag name is updated, it will update all tags previously logged and those logged after the change. Once a tag has data attached, it cannot be deleted. 

    1. Click the pencil icon to edit the tag. 
    2. Update any necessary information and click Save to edit, or click Delete Tag to delete.

    Categorize Tags

    If your tags can be categorized in groups, use a standard naming convention, such as Category Name::Option Name, to list your tags together in the Tags drop-down and reports. For example:

    • Age::18-23 
    • Age::24-29
    • Diagnosis::Anxiety Disorder
    • Diagnosis::Depression
    • Diagnosis::Adult ADD/ADHD
    • Language::German
    • Language::Portuguese
    • Veteran::Child of Veteran
    • Veteran::Served
    • Veteran::Spouse of Veteran

    Mark Tags Active/Inactive

    Mark a Single Tag Active/Inactive
    1. Click the pencil icon to edit the tag. 
    2. Under Active Status, select the checkmark to activate the tag or the X to deactivate the tag.
    3. Click Save
    Mark Tags Activate/Inactive in Bulk
    1. Click the selection box next to each appropriate tag. 
    2. Click Mark Active/Mark Inactive.

     

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