What are Concept Tags?

Concept tags categorize cases and establish themes across similar cases. Users can utilize these tags to identify trends and patterns.

How to Attach Tags

1.  Log into Case Manager.
2.  Navigate to the Cases tab.
3.  Select a Case by clicking the three-dot Vertical Ellipsis to the right of the case and select View.
4.  Select Edit Initial Details node.
5.  Scroll to the bottom of the page 
6.  Select Add Tag and find tag of choice.
7.  Click Save Changes. 

Alternative Method

1.  Log into Case Manager.
2.  Navigate to the Cases tab.
3.  Select a Case by clicking the three-dot Vertical Ellipsis to the right of the case and select View.
4.  Click the down arrow next to the Attachments node.
5.  Select Tags.
6.  Select Add Tags and find tag of choice.
7.  Click Save.

Filter Cases by Tags

1. Log into Case Manager. 
2. Navigate to the Cases tab.
3. Click on Filters. 
4. Select Add Tag and find tag of choice. 
5. Click Apply.  

How to Manage Tags

1.  Log into Case Manager.
2.  Navigate to the Admin tab.
3.  Locate the Manage Tags and Resources node.

Remove Tags

1.  Click the X next to the tag selected for removal.
2.  Select Confirm in the Remove Tag popup. 
3.  Click Save Changes.

Add Tags

1.  Select Add Tag.
2.  Enter the tag name.
3.  Click Green Check mark.
4.  Click Save Changes.