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:
- Locate the student record
- Scroll down the page to the section titled "Tags"
- Use the "Manage Tags" drop down on the right side of the Tags section and select the appropriate tag from the list
- 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:
- Locate the student record
- Scroll down the page to the section titled "Tags"
- Use the X next to the tag name to remove the tag from the record
Reporting on Tags:
- Under Advanced Search
- turn on "Show Advanced Filters" in the upper right
- User Student Information section, select the Tag you would like to search on
- 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.