After reading this article you will be able to...
Create a Custom Tag
Assign tag to...
Existing students in the student tab
New students
Assign tag to staff role
Create a Custom Tag
If a staff member only needs permissions to view a certain group of students, you can create custom tags linked to individual students. You can then assign a staff role to a custom tag, so the staff member can only view those students.
To Add a Custom Tag:
Click Settings from your left navigation menu
Click Custom tags from the submenu
Click + Add custom tag at the top of the page
Select an owner location, enter a name and optional description
Click Add custom tag
Assign tag to...
You can assign tags to students already in your student list, or when adding a new student in Clinician Nexus
Assign a custom tag to already existing students:
Click the Students tab from your left navigation menu
Select each student you would like to assign a tag to, by clicking the checkbox next to their name
Click edit x students at the top of the page
Scroll to the bottom and select the tag dropdown
Click on the tag you'd like to apply to the selected students
Click update students
Assign a custom tag while you are adding a new student:
Click Students from your left navigation menu
Click + Add student from the submenu
Enter the student's program, full name, email address, student type, year of study, graduation date and custom tag.
Click Add student
Assign tag to staff role
You can assign staff members to custom tags to restrict their view down to only the rotations and students that have a custom tag applied to them.
To Assign Custom Tag to Staff Role:
Click Settings from the left navigation menu
Click Staff from the submenu
From the list, click on the staff member to edit
In the person's information window, edit their staff role to restrict by custom tags, and select the desired tag
Click Save
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