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Liaison

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. You can use these tags for grant applications and program details. Additionally, your trainees can add these tags when creating activities and clients.

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

Add a Tag

  1. Click Accounts.
  2. Click Tags.
  3. Enter the name of your tag.
  4. Click Create.

Edit a Tag

If you need to edit a tag name:

  1. Click Accounts.
  2. Click Tags.
  3. Under the Name column, click the tag name.
  4. Update the tag name.
  5. Click Update.

Delete a Tag

If you need to delete a tag:

  1. Click Accounts.
  2. Click Tags.
  3. Click the trash icon.
  4. Click Delete this tag.
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