Tag List Management

Tag lists are used by system administrators to classify and categorize their training items.  There are two types of tag lists, each unique in purpose:

• Content Tags are use for identifying and filtering your content based on your chosen preference.   They are lists you create to classify your items according to topic, industry terms, intended audience, or any other criteria your organization would like to use to organize your information.      
• Course Usage Tags are used for linking your Courses (course overview) to the Certifications (certification tracks) that they are intended to be a part of.  

TABLE OF CONTENTS

• Creating a Tag List
• Creating Tags
• Configuring Your Tag List Options/Settings & User Interests
• Viewing Tagged Items

Creating a Tag List

There is no limit to the number of tag lists you are able to create.  Consider Tag Lists to be your grouping of related tags.   Example: Role.   (Whereas the tags within your Role list would be things like: Excavator, Member, Locator, Foreman, etc.)

1. From the main menu select:  Setup > Tags
2. Click the +List option
3. Type the display name for your Tag List as well as List Type
4. Click: Save

Creating Tags

With your new tag list created, you can begin adding the tags you would like available for use.   Tags will be used in various places as filters/options to narrow down the list of items being viewed.  

1. Click:  Add Tag
2. Enter the label/tag you would like to create

Configuring Your Tag List Options/Settings & User Interests

After creating your Tag List and defining the tags you would like shown, you can adjust the settings for how these tags are to be used.   

• Include in Find Training filters:   Enable this option to display these tags as filters in your BROWSE training library.   Note:  You will also need to add these tags onto your training content in order for the filters to return results.   But once your training items are tagged by these tags, this setting will allow Students to use them when searching for content in the Browse training library.

• Include in User Interest:  Enable this option to prompt students select their 'Topics of Interest' upon logging into the system.   Use the 'Label for user profile' to replace your Tag List name with a more user-friendly text.  For example, if your create a 'Role' tag list, and your tags are items like Excavator, Locator, Member, Supervisor... you could enter a label such as "Select your current Role".     Upon logging into the system students will see a prompt showing the label, with a list of available tags to choose from.  
  • Students will only be asked to complete each topic of interest 1 time.  
  • Student can change their Topics of Interest at any time by going to their My Account page.
  • When viewing the BROWSE training library, a students chosen Topics of Interest will pre-filter the content shown on the Browse Page.    They will have the option to 'Clear All Filters' if they wish to remove their selected interest, and view all available options.   

• Apply To: Allows you to decide which type of training items in your system will have these tags available to them.   For example, you may want to define different tags for filtering and sorting your Media, than you would want available on your Courses.    Once you have enabled the 'Apply To' toggle, you can open any item of that training type and add/remove these tags in the 'Content Tags' section.

Viewing Tagged Items

Click on any tag in your Tag List, to see a slideout of all of the items in your system currently tagged to that item. 

TABLE OF CONTENTS

• Creating a Tag List
• Creating Tags
• Configuring Your Tag List Options/Settings & User Interests
• Viewing Tagged Items