Overview
Tags are a way for you to add specific keywords to records in PICSWeb to make it easier for you to find, group, and organise your records.
Each record can have as many or as few tags as you want it to have, and what you use them for doesn't have to be limited to just one thing.
What should I use Tags for?
What you use tags for is up to you, as an organisation, to decide. Tags can be used for several different reasons, all at the same time.
For Example:
Task Management: Add a tag to a record to keep you and your team updated about the state of that record - e.g., Needs Checking
Organising Records: Add a tag to a record to group similar records together - e.g., January Enrolments
Record Status: Add a tag to a record to indicate its current status - e.g., Awaiting Confirmation
Because you can have as many tags as you want on a record, you can combine all of these things for very flexible results.
Once you have added tags to records, you can filter lists to find records, filter reports based on tags, and output tags as part of reports.
To find out more about actually using tags take a look at the other articles in the tags section of our online articles.
What records can I use Tags with?
Tags can be used for the following records:
Learners
Applicants
Officers
Organisations
Opportunities
Calendar Activities
Communications
Courses
Vacancies, and Vacancy Applications
Are Tags available in Desktop PICS?
Tags will not be made available in desktop PICS, with the exception of the AdHoc reporting suite. Once you start using PICSWeb and Tags, we will help you to continuously reduce the features you need to use in desktop PICS.
I use Cohorts in PICS, where is this in PICSWeb?
Because of how flexible tags are, they have replaced various existing features from desktop-based PICS, including:
Learner Cohort
CRM Categories
However, if you want us to migrate your existing cohorts over to replacement tags, please get in touch with us and we can do this for you.