Managing Assessment tags

Frankie Ryan
Frankie Ryan
  • Updated

Assessment tags help you categorize assessment items across your templates. Once created, tags can be applied to assessment items and used to filter assessments to show only items with a specific tag applied.

Who can use this feature?

  • Lifecycle Manager users with Administrator permissions.
 

Accessing Assessment tags

  1. Hover over the Settings icon () in the upper right of Lifecycle Manager and click Account Settings.
  2. Click Assessments from the left navigation panel.
  3. Click the Tags tab.

Creating a tag

  1. From the Tags tab, click + New Tag.
  2. Enter a name and choose a color.
  3. Click Create Tag.

A new tag is created and can be assigned to items while conducting assessments.

Editing a tag

  1. Find the tag you want to update and click the edit icon ().
  2. Update the name or color.
  3. Click the edit icon again to save your changes.

Any assessment items with the edited tag assigned will automatically update.

Deleting a tag

Find the tag you want to remove and click the delete icon. You will be asked to confirm before the tag is deleted. Deleting a tag removes it from any assessment items it has been applied to.

 

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