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Edit Tags & Values

RETURN TO: Narratives (and Settings)

KEY TOPICS:

  • About Tags
  • Using the Tag Library
  • Add a Tag to the System
  • Import Tags & Values

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Set up the Framework for Merging Information into the Narrative

About Tags

When placed in a Narrative, a "tag" serves as a placeholder for text an element including— such as text, an image, a statistic, or a report — that will be "merged" into the final document. Tags allow for the merged elements to be placed in multiple locations, edited or updated separately, and globally replaced, when necessary.

On the Reports > Narratives > Tags and Values tab the library of existing tags, and their corresponding values, are stored. While an array of default system tags will automate the inclusion of key data and Reports, you may also create custom tags for your specific needs.

Example: [Affirmative Action Chief Policy Signer] is a tag, representing the name of the chief policy signer, perhaps "Jane Smith."

Using the Tag Library

The current library of tags appears on the left side of the screen, including default system values. Tags with an [In use] icon next to them are currently in place in one of the Narrative Templates and should be updated with the relevant information. Tags with a [Value Assigned] icon indicate that information has been supplied. Tags without an icon are currently not in use in Narrative Templates.

Select a tag from the list. Any text already applied to the tag will appear in the Tag Description field. Enter the appropriate information for each tag into the Tag Description field and click [Save], and then continue with the other tags.

Add a Tag to the System

Create a tag by clicking [Add a New Tag]. Enter:

  • Tag Name
  • Tag Description
  • Number of Rows (from 1 to 6, which will be available in the template for tag content)

Click [Save]. Tags created in one plan can be used in any plan in your organization.

Cross-reference: For instructions on including the tag in the Narrative, see: Edit Narrative Templates.

Delete the tag (for all plans in your organization) by clicking [Delete]. You can only delete tags you have created.

Import Tags & Values

Access Import Tags & Values from the upper ribbon.