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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 (Master Plan)

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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 an element — such as text, an image, a statistic, or a report — that will be "merged" into the final document. Tags allow for the elements to be placed in multiple locations, edited or updated separately, and globally replaced, as 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 text, 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 (Master Plan)

For those preparing a set of multiple plans, having global and plan-specific tags, balanceAAP provides an Excel template that can be downloaded, completed, and then uploaded into the system. Each plan in the set will be identified by Plan Code.

Quick Tip: If you want to retain a system tag, leave that column in the Excel template blank.

Begin by accessing Import Tags & Values from the upper ribbon.

  1. Click the [Export Template] button, and save the template to your computer or network.
  2. Complete the template with the necessary values; then save the Excel document with a new title.
  3. Return to Import Tags & Values. Tell the system to overwrite existing values when incoming values are blank OR retain the default action to ignore incoming blanks.
  4. [Browse] for the file, and click [Upload Workbook].

The file name will be shown on the Import Tags & Values sub-tab and may be replaced at a later time.