Procedure fulfilled by: ITIL Roled User

Purpose

Tags allow the grouping and organizing of records. Tags can be visible to any user (global), visible only to specific groups or users, or visible to a single user.

Steps

Create/Assign a tag within the form

1. Open up the form you wish to add a tag to (for example, an Incident)
   
   
2. In the top header bar, click the three small dots next to the Save button
   
   
3. Click the Add Tag button:
   
   1. Begin typing an already existing tag button, and select it when it appears, OR
   2. Create a new tag by typing in a new name, and hit enter

Create/Assign a tag in the list view

1. Navigate to the list view of the form(s) you wish to add a tag (for example, Incidents)
   
   
2. Right click a row in the list and select the Assign Tag option.
   
   • Here you can assign a name, and users or groups who may see/use the tag.
     
3. You may also mark the checkbox to the left of each form you wish to add a tag
   
   
4. At the bottom of the list, in the dropdown box titled Actions on selected rows...
   
   1. Select an already existing tag, OR
   2. Create a new tag by selecting New...
      
      

Examples

Tags allow a user to tag an incident based on the type of actions performed to complete the incident. For incidents regarding a particular "Printer" Configuration Item, you may have tags such as:

• Tag "Changed Cartridges" for incidents regarding changing ink in the printer
• Tag "Troubleshooting" for incidents regarding general troubleshooting on the printer
• Tag "Retirement" for incidents regarding the retirement of the printer