User Tagging
Learn how to add user tagging to custom process models in Behavioral Case Manager.
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What is User Tagging?
User tagging in a Behavioral Case Manager is a feature that allows for the labeling or assignment of specific tags to users within the context of a model. It helps identify the roles or responsibilities of users, which aids in managing workloads and tracking progress. Moreover, user tagging enhances collaboration by clearly designating which team members are associated with particular aspects of a case, thereby improving coordination and communication.
User Permissions:
User will need Manage System Customization permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
Existing Process Models
- Log into Case Manager.
- Select the Admin tab.
- Click Manage Models node.
- Select Process Models tab.
- Click the three-dot Vertical Ellipsis next to the desired model and select Edit.
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Process Model pop-up will appear
- “Alert! Please make sure Only one User edits the process model at the same time to avoid losing changes.”
- Click Confirm.
- An additional Process Model pop up will appear.
- Select “Yes, apply to all existing and new cases” or "No, apply only to new cases".
- Select a section under Process Steps.
- Next to Tagging Users, click the toggle ON.
User Tagging Functionality
To use the user tagging functionality in a case, locate the section where tagging is needed and click '+Tag' to add a user. Tagged users will be notified, and a list of tagged users will appear in the section, in case exports, and under case attachments.
Process Model Creation:
To follow a step by step guide in creating a Process Model that includes user tagging click here.