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The Knowledgebase

Study Abroad: Application Tags

With the use of tags, admins have the ability to assign digital labels to applications which can be used for organizational purposes.

This article covers the following topics related to Tags:

Important Considerations

  • Deleting an Application Tag will remove it from all applications that currently have it assigned.
  • Process element tags are not currently supported in the Applicant Experience and the Admin Console. Admins are able to use the Tags menu to delete any unused process element tags that were created for use with classic functionality. However, it is not possible to apply process element tags that are created to corresponding elements in the Admin Console at this time.

 

Access and Permissions

To access Tags, navigate to the Admin Console > Settings > Global Settings > Tags. 

Any administrator with the following permissions can create and modify a tag:

 

Information is organized in columns on the main Tags page from left to right as follows:

22.2_Tags.JPG

  • Tag Name: This is the assigned name of your tag.
  • Type: A tag can be of the type "Application" or "Process Element".
  • Actions: Edit or delete a tag.

 

Creating a Tag

To create a tag, follow these steps:

1. Navigate to Global Settings > Tags. Click on the "+" icon in the lower right of the page to add a tag.

2. From the "Add Tag" section that appears, you'll be prompted to proceed with the following options:

  • Tag Name
  • Tag Type

3. Click "Save" to preserve your changes. 

 

Editing a Tag

From the "Actions" column of the Tags main page, two options are available to make changes to an existing tag:

  • Edit: Click on the edit pencil to modify the name or type of tag. Click "Save" to preserve your changes.
  • Delete: This action permanently removes a tag from your site.

 

Using Tags

Application Tags

An application tag, or app tag, serves as a digital label or sticky note that is added to applications. Application tags only appear to administrators and are not visible to applicants. Some common uses for application tags are:

  • To draw attention to a certain aspect of the application or applicant. 
  • To narrow down application search results.  
Thus, application tags are a flexible tool that can be used as needed by an office. An applicant tag could be the name of an advisor (such as "Ryan"), data relevant to reporting (such as "Earned Academic Credit"), or an attribute (such as "Missing Immunizations", "Conduct History", or "Allergy").

Application tags are added to and removed from applications in one of the following ways:

  • Application Finder: Use the batch "Add/Remove Tag" option to perform actions on more than one application at a time.  
  • Application Admin Manager: Apply or remove a tag from an individual application.
  • Application Triggers: For some triggers, it is possible to select the action to add/remove an application tag when the condition of a trigger is met. 

Application tags can be applied and saved as filters when narrowing down a list of applications in Application Finder. They can also be used as data points on which to report in Analytics. 

Process Element Tags

For offices who have transitioned to using the features of the Applicant Experience and Admin Console, process element tags are not currently supported. Admins are able to use the Tags menu to delete any unused process element tags that were created for use with classic functionality. However, it is not possible to apply process element tags that are created to corresponding elements in the Admin Console at this time.