As an Admin, I can create and edit tags to be added to AlayaCare entities. See Schedules>Entity Tags.
The possible entity tags are:
Tag names can be up to 15 characters in length and cannot contain punctuation or special characters. The tags are not case-sensitive so it is impossible to create a tag No Skill Req and a tag NO SKILL REQ.
When a tag is no longer in use, it can be set to "Disabled" (Schedules > Global Settings > Entity Tags):
Setting a tag to "Disabled" means it will still appear where it has been previously added to entities, but it won't be an option to add in future.
Tags can be re-activated by setting them back to "Enabled".
As a coordinator, I can tag a visit or a recurrence.
In the visit dialogue, click on theto open up a shortlist of your tags and a search bar.
Any tags added to the visit will appear in the same area and can be deleted by clicking x.
if a visit has been tagged, I can see it on the visit tile and hover (see circled in green below).
If there are several tags on the visit, the icon will be slightly different to reflect it.
To add a tag to a client, see Client Profile>Demographics>Other Fields, choose from the Tags dropdown, and click Save Client.
Note that the tags field existed previously as a free-form field. Any tags created before this release have been converted to standard tags in Scheduling>Global Settings and left untouched in each client's profile.
Once tags have been added to a client, it will be visible at a glance in their profile thanks to the tag icon next to their name. By hovering over the icon, the specific tags which have been added to the client can be viewed:
You can filter on client tags in the Clients list:
and in any shift approval list, where hovering over the tag icon next to the client name will show you any tags associated to the client:
Service tags can be added in the Edit Service dialogue:
Once a tag has been added to a service, it is visible by hovering over the tag icon on the service page:
as well as in the Services list in the client's profile, or in the list of all Client Services (Clients>Services List):
And on any visits of the service in any visit list (for example, Schedules>Workforce Management>Shift Approval), where the icon is next to the service code of the visit:
It is possible to filter on service tags in all service and shift approval lists.