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Version: 3.1

View tags

Overview

This flow describes how to view the tags of a facility in Care. You can filter the list and open a tag to see its details.

Pre-requisites

  • You are a member of the facility.
  • The facility has at least one tag.
  • You have the permissions listed below.

Permissions

PermissionAccess
Can Read Tag ConfigLets you open the tag list and the details of a tag. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.

Steps

1. Open the tag list

Open the facility.

Select Settings.

Select Tag config.

Care shows the list of tags for the facility. The list also shows the instance-wide tags.

The table shows these columns:

ColumnWhat it shows
DisplayThe name of the tag.
CategoryThe category of the tag.
ResourceThe resource that the tag applies to.
PriorityThe priority of the tag.
StatusThe status of the tag.
ChildrenCare shows this column only for tags that can have child tags.
ActionsThe actions that you can do on the tag.

2. Filter the list

Enter text in the search box to find a tag by display name.

Select a Status filter to show Active or Archived tags.

Select a Category filter to show the tags of one category.

Select a Resource filter to show the tags of one resource.

3. Open the details of a tag

Select View on the row of the tag.

Care opens the detail page of the tag. The page shows this information:

InformationWhat it shows
CategoryThe category of the tag.
ResourceThe resource that the tag applies to.
StatusThe status of the tag.
PriorityThe priority of the tag.
ChildrenWhether the tag has children.
Managing OrganizationThe organization that manages the tag.
DescriptionThe description of the tag.
Parent TagA link to the parent tag. Shown only if the tag is a child tag.

If the tag is a root tag, the page also shows the child tags in a separate table.

Expected Outcome

  • Care shows the tags of the facility in a list.
  • Care shows the details of the tag that you select.

Concepts:

Flows: