ClearCompany Learning: Tags and Tag Types

What are Tags? Tags are “clickable” keywords you can add to an object to help users find specific training in the Browse by Tag page. These can also be described as a type or category of training. The All Training navigation tab features the “Browse by Tag” section. This article provides an overview of how to create Tags and Tag Types within the learning platform.

In this article:
Tags Overview
Create a Tag
Tag Types Overview
Create a Tag Type

Tags Overview

Tags often function as keywords that are used to describe a training. Examples might include customer service, new hire, special topics, first aid, leadership, etc. In the Front End, the All Training navigation tab features the “Browse by Tag” section tab.

In the Back End, the Activity and Assignment custom reports allow reporting on objects with specific tags making it easy to customize reports. Admin Users can also filter objects by Tag in the Manage Objects section.

Creating & Adding Tags

Create a Tag

1. From the Administration dashboard, navigate to Learning Objects > Tags and click +Add Tag.
2. Fill out the Fields to build your Tag. Yellow fields are required.
   1. Tag Name: Name of your Tag
   2. Tag Type: Determine your Tag Type. The Learning platform have two built in types: Folder and Subject.
   3. Owner Group: The determines who has the ability to edit the tag and will generally be your top group within your group structure.
   4. Active: In order to be added to an object, the Tag must be active.
3. When you are satisfied with your fields, click Save.

Add Tags to Learning Object

1. From the Administration dashboard, navigate to Learning Objects > Manage Objects and click the pencil icon of the Object you need to update.
2. From the Dropdown, select Tags.
3. From here you can select your Tags by clicking the Action Icon. All Tags selected for the learning object will appear in the righthand column.

Note: You can add Tags to multiple Objects in bulk.

Tag Types Overview

Tag Types are a way to further organize your tags. This feature is optional; the learning platform has two pre-built Tag Types: Subject and Folder. The Subject Tag Type can be edited using the pencil icon.

Create a Tag Type

Tag Type

1. From the Administration dashboard, navigate to Learning Objects > Tag Types and click +Add Tag Type.
   
2. Fill out the Fields to build your Tag Type. Yellow fields are required.
   1. Owner Group: Determines who has the ability to edit the tag type
   2. Tag Type Name: Name of your Tag Type
   3. Active: Allows users on the front end to search by Tag Type to filter and find learning objects more easily
3. When you’re satisfied, click Save.