EAB Navigate360: Tags

This article will cover adding a Tag to a student for easy searching, filtering and grouping.

Summary

This article will cover adding a Tag to a student for easy searching, filtering and grouping.

 

How-To

Tags are set up by system administrators and can not be created by the user. If there is a need for a Tag that does not exist and there is a strong use case for adding a Tag, please use the EAB (Navigate) web form to request the Tag be added.

 

Instructions

Adding a Tag to a student record

Step 1 - Locate the student record

Step 2 - Scroll down the page to the section titled "Tags"

Step 3 - Use the "Add Tag" icon and select the appropriate tag from the list

Step 4 - Multiple Tags can be associated to the student

 

Removing a Tag from a student record

Step 1 - Locate the student record

Step 2 - Scroll down the page to the section titled "Tags"

Step 3 - Select the Tag by using the check box to the left of the tag, once selected, click on Remove at the top of the section.

 

Searching Tags

Step 1 - To see if a tag has been applied to a student, you can use the Search in Results field. 

Step 2 - Enter the name of the tag you are looking for, press Enter

Step 3 - Tags meeting that criteria will show

 

Reporting on Tags

Step 1 - Under Advanced Search

Step 2 - Turn on "Show Advanced Filters" in the upper right

Step 3 - User Student Information section, select the Tag you would like to search on

Step 4 - Once the values are returned, the user can save this Search for future user. See article: EAB (Navigate) - Saving Advanced Searches

 

Outcome

You now know how to use student Tags.

 

Further Readings

EAB (Navigate) Web Form Request Tag

EAB (Navigate) - Saving Advanced Searches 

 

Need additional help?

Please fill out the EAB (Navigate) web form with as much information as possible, or contact the Technology Help Desk on your local campus.

For additional Training please visit the TLT Docs & Training site.