Video
Summary
In ConCntric, you can use tags to add an extra layer of information to your risk and ForeSite items. In the Risk Register, when you create a new item, or edit an existing one, you can choose one of the existing tags your team members had created.
If you want to add a new tag, simply type it, and then hit enter on the keyboard. Now you can use this new tag on any other risk item.
In a similar way, you can use tags with ForeSite items. Choose from the list, or if you want to create a new one, type its name, and hit enter on the keyboard. This tag will be available to be used on other ForeSite items.
Two things to note here, one, you can add multiple tags to an item. And two, once created you cannot delete a tag, you can simply uncheck it so it is not applied to an item. If you want to delete a tag, reach out to your customer success manager.
In the items table, you can include the tags as a column, and use them as a filter to help look through items. You can also save these filters for later use, and save the view so you can easily access it in the future.




