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Personal Tagging | 04.19.18

BENEFITS

  • Introduces new personal tagging feature that allows administrative users (clinical coordinators, facility coordinators, and instructors) to better organize their clinical experiences.
  • Custom tags allow administrative users to quickly identify clinical experiences that need attention.
 

NOTES

  • The new tagging feature can only be accessed from the Pro Advantage Tracker Group Status page.
  • Tags associated to a clinical experience on this page will not display on other pages in the platform.
  • All tags are user-specific only.
 

STEP 1:

The new tagging feature can be accessed from the Pro Advantage Tracker Group Status page.

CB Bridges™ Pro Advantage Tracker: Personal Tagging—Step 1: The new Tagging Feature can be accessed on the Pro Advantage Tracker Group Status page under each group name.  

STEP 2:

Administrative users can select the “Add Tag” icon to see a dropdown menu which displays all of their current tags.

CB Bridges™ Pro Advantage Tracker: Personal Tagging—Step 2: The Add Tag icon is identified by the plus sign with Tag which allows the user to see a dropdown menu of all of the current tags.

STEP 3:

To add a new tag, select “Manage Tags” and the Tag Management window will display. Administrative Users can type a tag name in and choose a color to associate with the tag. Tags can be edited or deleted on this screen as well.

CB Bridges™ Pro Advantage Tracker: Personal Tagging—Step 3: To add a new tag, select Manage Tags and the Tag management window displays with a tag name field and choice to select color of tag.  

STEP 4:

Administrative users can search a tag from the Pro Advantage Tracker Group Status page by typing in a tag name in the search bar, and all Clinical Experiences associated with that tag will display.

CB Bridges™ Pro Advantage Tracker: Personal Tagging—Step 4: A tag can be searched from the Pro Advantage Tracker Group Status page by typing a name in the search bar.