Who is this article for?

Full users who want an overview of the tag list in Assurance

Full user type is required.

The Tag List helps you organise and find records more easily in Assurance using searchable labels. It appears in specific parts of the system to support tracking and reporting processes. This article provides an overview of the tag list in Assurance.

1. What is the tag list?

The Tag List is a simple but powerful feature that helps you organise and find records more easily in Assurance. Think of it like adding labels or keywords to the record, just like tagging a photo or a document so you can find it later.

2. Where does the tag list appear?

• When creating a form in Assurance (not via the public link)
• When updating a form in edit mode
• When creating or updating a user
• When creating a new action or checklist
• When creating or updating an entity
• When creating or updating a file in the document library

3. What can the tag list be used?

The Tag List helps with:

• Searching: You can quickly find records by filtering for a tag.
• Tracking: Tags help identify key themes or categories across records.
• Reporting: It supports internal processes that rely on tagging for reporting purposes.

4. Do I have to use the tag list?

The tag list is completely optional. If you do not want to use it, you can simply disregard it.

5. Can I remove or hide the tag list?

The tag list is built into the system and cannot be removed. The tag list is for management use and won't appear when submitting a public link form.

6. How to use the tag list?

Using the Tag List is easy:

1. Type a word or phrase that describes the record (e.g., review, safety_audit, customer_feedback).
2. Press Enter to create a new tag or select an existing tag from the dropdown menu.
3. You can add multiple tags to help categorise the record.