How to create a tag
Overview
This flow describes how to create a tag for a facility, and how to add a child tag below it. Staff can then apply the tag to records of the resource type that you select.
Pre-requisites
- You are a member of the facility for which you create the tag.
- You know the resource type that the tag applies to. You cannot change the resource type later.
- If you create a child tag, the parent tag exists.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Read Tag Config | See the tag list and the details of a tag in the facility. |
| Can Create Tag Config on Facility | Create a tag and edit a tag in the facility. |
Only an administrator of the deployment can create a tag that has no facility. Such a tag is available in every facility.
Steps
1. Open the tag list of the facility
Go to the facility. Select Settings, then select Tag config. Care shows the tags of the facility. The list shows Active tags first.
2. Start a new tag
Select Add tag config. Care opens the tag form.
3. Complete the tag form
| Components | What it captures |
|---|---|
| Display name | The label that users see. This field is mandatory. |
| Category | The group of the tag, for example Clinical or Safety. |
| Resource | The record type that the tag applies to, for example Patient. |
| Priority | The order weight of the tag. Use a value of 0 or more. |
| Status | Select Active to let staff apply the tag. |
| Description | A short text that tells staff when to use the tag. |
| Facility Organisation | The facility department that governs the tag. This field is optional. |
4. Save the tag
Select Create tag config. Care shows the message "Tag Config created successfully" and adds the tag to the list.
5. Add a child tag
Select View on the tag to open its details. Select Add child tag. Care copies the category, the resource and the priority of the parent into the form. Enter the display name, then select Create tag config.
6. Edit or archive a tag
Select Edit tag on the tag details to change the display name, the category, the priority, the status, or the description. To retire a child tag, select Archive on the child, then confirm the action.
Expected Outcome
- The tag is in the tag list of the facility with the status Active.
- Staff of the facility can apply the tag to records of the resource type that you selected.
- Child tags show below the parent tag on the tag details page.
Related
Concepts:
Flows: