< back

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

NEXT STEP:

Set up the Framework for Merge Information

About Tags

The text assigned with a tag will appear wherever the tag is placed in a template. Based on tags, content is inserted into the proper place, remains accurate across an organization's plans, and is efficiently updated when information changes.

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

Using the Tag Library

On the Narratives > Tags and Values tab, a library of tags appears on the left side of the screen. 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