EAB: Navigate - Tags

Task: This article will cover adding a Tag to a student for easy searching, filtering and grouping.

Instructions:

Tags are set up by system administrators and can not be created by the user. If there is a need for a Tag that does not exist and there is a strong use case for adding a Tag, please use the form link HERE to request the Tag be added.

Adding a tag to a student:

  1. Locate the student record
  2. Scroll down the page to the section titled "Tags"
  3. Use the "Manage Tags" drop down on the right side of the Tags section and select the appropriate tag from the list
  4. Multiple Tags can be associated to the student

Application administrators are responsible for creating new tags that can then be associated to a student.  If you need a new tag created please fill out the following form: EAB (Navigate) web form

Removing a Tag from a student record:

  1. Locate the student record
  2. Scroll down the page to the section titled "Tags"
  3. Use the X next to the tag name to remove the tag from the record

Reporting on Tags:

  1. Under Advanced Search
  2. turn on "Show Advanced Filters" in the upper right
  3. User Student Information section, select the Tag you would like to search on
  4. Once the values are returned, the user can save this Search for future user. See article: EAB (Navigate) - Saving Advanced Searches

Outcome:

Users will understand how to add and remove tags to students through Navigate

Further reading: 

EAB (Navigate) Web Form Request Tag

EAB (Navigate) - Saving Advanced Searches

Need additional help?

Please use this link to the ET&S Help Desk team to locate your local campus contact information.  Use the “Submit a Question” for your campus to enter an online support request.  

Details

Article ID: 649
Created
Fri 7/19/19 5:30 PM
Modified
Wed 5/4/22 7:13 PM
Applicable Institution(s):
Plymouth State University (PSU)
University of New Hampshire (UNH)