Overview

Tags are the labels that you can create and/or link with the records. Tags can be of various types such as visible to a single user (Myself), visible only to specific groups or users (Specific Workgroup), or visible to any user (global) of the configured Tenant. An Administrators can add/update tags based on their requirements.  

To add new Users:

1. Select Admin > Basic > Infrastructure > Tagging. The TAG LIST page is displayed.
2. Click ADD NEW on the ACTIONS panel. The ADD TAG page is displayed.
   
   
   Figure: Add Tag page
   
   

3. On the ADD NEW page, specify the required details as described in the following table:

   Field	Description
   Tag Name	Type in a name for the Tag.
   Color Code	Select a color from the color box to associate it with the respective Tag. The configure color code Tag is displayed for the Incidents/Service Requests/ Problem Records or change Request.
   Access To	Click the required radio button to select the viewing level of the Tag. The available options are: ·       Myself: This tag will be a private tag accessible only by the tag creator. ·       Specific Workgroups: This tag will be shared across the associated workgroup(s) that the creator selects. ·       Global: This tag will be shared across all users and workgroups for the selected Tenant in which the Incident/SR/PR is created.
   Workgroup	This mandatory field is displayed only when Specific Workgroups is selected for Access To attribute. Search and select the required Workgroups to those you want to give the access. If this Workgroup is selected for the Incident/SR/PR/CR then this Tag will be displayed for the respective module.
   Applicable For	Select the Module(s) from the drop-down list. For the selected module this Tag will be displayed. The available options are: Select All Incident Service Request Change Request Problem
   Tag Expiry Date	Select an appropriate expiry date for the Tag. Make sure that the expiry date is greater than or equal to the current date. Note: Once the expiry date for this tag has elapsed, it will not be available for use against new records. However, for old records in which this tag was used, is still available till the expiry date for this tag has elapsed. Note The tag will no longer be available for use for new ticket after its expiry date is elapsed. However, this tag is visible only up to its expiry date in all the existing tickets wherever it is used.
   Active	Indicates the status of the Tag value. If selected, the Tag value becomes an available option on the other pages of the application. If not selected, the Tag value becomes an inactive value. The inactive Tag values are not displayed in the Tag list on the other pages of the application. If the Tag is inactive, then an administrator should activate the Tag for continue usage against new records. If the tag is already in use and an administrator wants to deactivate the tag, then a pop-up message is displayed that tag will be delinked from the existing records.

4. Click SUBMIT. A new tag is configured.  
   
   

   Note

   Alternately, from the Incident, SR, Change Request and Problem details page, you can create Tag for Record. The below example is related to Incident.

   1. Navigate to Incident details page (Incident > Manage Incidents > Incident List > click Incident ID).
   2. Type in the key word in the Tag field. The options matching with the key word are populated. Selected the required Tag.

   
   

   • If no Tag is available for the entered key word, then an option Create Tag with the same key word is displayed.
     

              Figure: Create Tag

   • You can edit or remove a tag by clicking the edit or X icon respectively beside the tag name.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ADD TAG page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Tags configured in the SUMMIT application for the selected Tenant.


Figure: Tag List page