As an Admin, I can create and edit tags to be added to AlayaCare entities. See Schedules>Entity Tags.
For the moment, the only entity it is possible to tag is a visit.
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.
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.
When tags are 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 on old visits, but it won't be an option to add to a new visit.
Tags can be re-activated by setting them back to "Enabled"