Tags as a filtering tool within the onCourse application

All tags groups you create will be available as filters within the relevant onCourse list views. The tag groups shown are based on the record type the tag is related to, and then the records related to that record type.

For example, a tag group applied to Courses will also be available as a filter in the related windows of classes, contacts and enrolments. Additionally, if a tag is made available for more than one entity and those entites share filters, the filter will appear duplicated, but in fact they are for each separate entity. E.G. if you have a tag group called 'Online' that appears on both Classes and Courses, then when viewed from Classes that tag group will appear once as 'Online' and once again as 'Courses (Online)'.

In the course window, checking the filter means 'show me course records tagged with this tag'. In the class window, checking the same subject filter means 'show me the classes for the course tagged with this tag'. In the student window it displays as Subjects (enrolled), and means 'show me the students enrolled in classes linked to courses tagged with this tag'.

The tags that display within the left-hand pane of a given window, provide you with a number of different options in terms of searching and sorting of information. Tag groups and components of tag groups can be expanded and collapsed to create your preferred window layout. You can utilise the tags within the window in a number of ways:

• Expand and collapse a given tag group within the left-hand pane by clicking on the name of the tag group (show / hide will display on hover)
• Expand and collapse tags within a tag group by clicking on the arrow that indicates a tag contains sub tags
• Use the tags to filter records within a given list view by checking the tick box next to the tag name. Ticking a tag that contains sub tags will select all the tags beneath it.
• Selecting multiple tag check boxes within the same tag group to create an OR search. e.g. selecting 'Business' and 'Writing' from the subjects tag at the same time will find results tagged with Business OR Writing.
• Use a tag filter in conjunction with a core filter or saved search. This will filter and search. E.g. current classes AND subject 'Writing'.
• Use the advanced search parameter of "tagged with" or "tagged with (including children)". This means the search will include any records which have been tagged with second or third level tags within the hierarchy, also known as "children".
• Use a combination of search queries, tag filter and core filters. The search queries will operate within the filtered set of results your checked options will limit the list of results to.