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.
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Who can use this feature?
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Accessing Assessment tags
- Hover over the Settings icon (
) in the upper right of Lifecycle Manager and click Account Settings.
- Click Assessments from the left navigation panel.
- Click the Tags tab.
Creating a tag
- From the Tags tab, click + New Tag.
- Enter a name and choose a color.
- Click Create Tag.
A new tag is created and can be assigned to items while conducting assessments.
Editing a tag
- Find the tag you want to update and click the edit icon (
).
- Update the name or color.
- 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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