Create a Tag Group

Background

Tags can be organized in groups for easy access. During your Data Onboarding, we create and populate the following Tag Groups:

• Discipline
• Document Type
• File Type
• Project

Required User Permissions

Only Facility Administrators can Create a Tag Group.

Steps

1. Navigate to the Documents Homepage.
2. Select any Document to open the Actions Panel.
3. Click ‘Tags’.
4. Click ‘Add a Tag Group’.
5. Type the name of the Tag Group.
6. Click the tick to confirm.
7. A confirmation message will appear.

Additional Information 

Tags cannot be re-assigned to new Groups once they have been created.

Groups can be renamed after creation.

Groups cannot be deleted when there are Documents associated with any Tag in it.

The Projects Tag reflects Project Level Documents, and therefore cannot be edited or deleted.