Tags

What are tags for?

Tags are a way to more simply filter a large group of records. Well-managed tags can make it very simple for users to find a group of records without having to use the Advanced Query Search.

What is the difference between a parent tag and a child tag?

A parent tag, or tag group, is the overarching tag and will generally have many child tags within it.

How do I create a tag?

1. Navigate to “Tags”
2. Find the tag group you want to add the tag to, if it does not exist create a new one using the plus button
3. Press the plus button next to “Tags” within the tag group
4. Select a colour, name, a custom URL if applicable, and visibility on the website
5. Save tag using the upper right button.

How do I add a tag to a record?

1. Find the record that the tag needs to be added to
2. Select it
3. Add it at the top in the “Tags” bar

If you cannot find your desired tag, double check it is available to be places on that type of record

How do I filter records using tags in onCourse?

1. Navigate to the records page that you need to filter
2. Select the tag that you want to filter for on the left column

Tags follow OR not AND rules, meaning selecting multiple tags will show all records with at least one of the tags, not records with only the selected tags

What is a default tag?

A default tag is a tag group that cannot be removed from onCourse as they are integrated with other onCourse systems. There are currently 4 and these are 1. Subjects 2. Terms 3. Payroll wage intervals and 4. Assessment method. It is recommended that you use these tags, especially the subjects and terms tags as they automatically integrate with your website.

How do I change the website description of a tag?

1. Navigate to “Tags”
2. Find the tag group that the tag is under
3. Find the tag that needs to be changed
4. Click on it to open description box
5. Fill in the information
6. Make sure the tag and any parent tags are set to being visible online