Tagging – Tagging can be a hugely powerful tool to an organisation, assisting users by the ability to organise, group and build associations between Centrik objects that would not otherwise be related. This enables Managers of their Centrik system to create Groups and subgroups of labels (Tags) and, associate these to items across the Centrik suite of modules. The benefit of this means less searching for associated items.
As an example, in the event of a regulation and or legislation change you will be able to search at a granular level for a virtual tag or keyword allowing you to view and identify all tagged documents that could be affected or associated by this change.
Creating Tag Structure:
Before an item can be tagged the tag hierarchy needs to be setup, this is achieved through the Tagging button.
1. Click on the ‘Tagging’ button.
Created tags will have a ‘Play’ button at the side allowing you to view more further details of that tag and its hierarchy.
Adding a Tag:
1. Click on the ‘Add’ button
2. Enter the highest hierarchy of name in the name field
3. Click on the ‘Save’ button.
Once added you are able to add ‘child’ groups to this tag creating a hierarchy type structure
1. Click on the ‘Add’ button within the Child section
2. Add in the name of the new tag within this group
3. Click on the ‘Save’ button.
Creating additional children in the Group creates the hierarchy, each child can have a child group of its own by using the ‘Add’ button to that tag level.
Parent group with children’s groups and subgroups:
Once tags have been created, they can be linked through each module.
Amending created tags:
It might be necessary to adjust, amend or delete a tag that has previously been created.
1. Navigate to the tag that requires amending.
2. Click on the ‘Migrate’ button
3. Within the Actions section there are two options to choose from, Change name or Move to new parent, select the appropriate option and click on the ‘Start’ button
(a) Change Name:
4. Enter in a New Name and a New Description (this is optional)
5. Select the options in the ‘options’ area.
Move Children – moves any associated children with the amended parent tag.
Update previously tagged items – renames all items that used the previous name to the new name
Delete old tag – deletes the old tag completely
(b) Move to new parent: This will move the tag to a new parent group
1. Select the option Move to new parent within the Action section
2. Click on the ’Start’ button
3. From the dropdown choose the new parent group within the Move to new Parent section, if the new parent group has a child group you can select these (if required)
4. Select the options from the checkbox area.
Move Children – moves any associated children with the amended parent tag.
Update previously tagged items – renames all items that used the previous name to the new group
5. Click on the ‘Save’ button
The new group hierarchy is displayed.