Assign a report tag

If you are a system administrator or organisation administrator, you can assign Report tags to organisational units or waiting areas.

Organisational units

1. From the main menu, select Organisational Units and select or search for the one you need.

2. From the settings menu, select Manage Reporting Tags.

3. Select Assign a Tag. The Assign a Tag dialog opens.

4. In Select a tag, select a tag from the list. A second field appears, relating to your chosen tag.

   Example: If you choose the Owner tag, the name of the second field will be Select an Owner value that is provided by this Organisational Unit / Waiting Area.

5. Open the list in the second field and then select one or more values.

6. Select Save. The tag and its values appear in the Manage Reporting Tags list for the organisational unit. Repeat the above steps to add more reporting tags.

Waiting Areas

1. From the main menu, select Waiting Areas and select or search for the one you need.

2. Select (Settings icon) and then Manage Reporting Tags. The Manage Reporting Tags screen opens.

3. Select Assign a Tag. The Assign a Tag dialog opens.

4. In Select a tag, open the list and then select a tag. A second field appears, relating to your chosen tag.

   Example: If you choose the Owner tag, the name of the second field will be Select an Owner value that is provided by this Organisational Unit / Waiting Area.

5. Open the list in the second field and then select one or more values.

6. Select Save. The tag and its values appear in the Manage Reporting Tags list for the waiting area. Repeat the above steps to add more reporting tags to your waiting area.