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Manage Page

The Manage Page of the Tags Module is comprised of two tabs: Tags and Categories. New tags and new categories can be created, edited, and deleted from the Manage Page.

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By default, in the Manage Tags tab, individuals with an Admin module level for the Tags Module or an Admin access level will see ALL tags, regardless of if they have been assigned visibility to them. This is an exception to the visibility rules associated with permissive and restrictive tags. This is the only page where they will be granted this exception.

There are two buttons on the manage page, one to create a New Tag and one to create a New Category.  The Manage Page also contains a search field to help locate tags as needed.

How To: Create a New Tag in the Tags Module

To create a new tag in the Tags Module, go to the Manage Page in the Tags Module.

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Select the “New Tag” button, visible from both the Tags and Category Tabs, opening the New Tag Modal.

You can also select “Add Tag” from the vertical icon context menu to the far right of a category on the categories tab, which prefills adding a new Tag to the chosen Category.

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Input the name of the new tag into the title field. 

Emojis may be used in the tag title.

Select the category for the new tag from the dropdown menu. All categories created will show, as well as an “uncategorized” option.

Categories determine the appearance of tags (their color and formatting).

Select the tag behavior (open, permissive, or restrictive) from the dropdown menu.

Select “Add Tag” and the new tag will show on the Tags List on the Tags Tab.

How To: Create a New Tag Category

To create a new category in the Tags Module, go to the Manage Page in the Tags Module.

Categories determine the appearance of tags. Any tags assigned to a category will have the same style and color as defined for the category in the category tab.

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Select the “New Category” button, visible from both the Tags and Category Tabs, opening the New Category Modal.

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Input the title of the new category into the textbox.

Select the style of the tag from the dropdown menu. The style options (filled, outline, and striped) are shown below.


Style Options


Field

Outline

Striped

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Click on the color box to customize the color of the category.

KAStrack will generate a preview of a tag assigned the category at the bottom of the new category modal in the preview box.

Select “Add Category” and the new category will show in the Categories List on the Categories Tab.

The Tags Tab is home to the Tags List, that lists all tags with columns that show the tag name, tag category, tag behavior, and tag permissions (who has been assigned visibility).

Tag categories determine the appearance of tags (their color and formatting). The Categories Tab is home to the Categories List, that lists all tag categories with columns that show the category style and category color.

When the cursor hovers over the column header on the Tags List or the Categories List, an arrow and a vertical three dot icon appear.

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Tag Behavior

Icon

Explanation

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The up and down arrow icon impacts the alphabetical column sorting communicating if it is set to ascending or descending.

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The vertical triple dot icon opens the tag table context menu that shows the following options: Sort by ASC, Sort by DESC, Filter, Hide, Show Columns

The options on the Tag List Context Menu are explained in the Table below.

Tag and Category List Context Menu Option Explanations

Option

Explanation

Sort by ASC

Selecting “Sort by ASC” will organize the data in that column from A to Z.

Sort by DESC

Selecting “Sort by DESC” will organize the data in that column from Z to A.

Filter

Selecting “Filter” opens a modal that allows an individual to customize the Tag List. Operator allows for the preferred method of filtering, and any value can be entered into the Value Field.

Hide

Selecting “Hide” will remove the column from the Tag List. To see the column again, refresh the page.

Show Columns

Selecting “Show Columns” opens a column header modal. The user has the ability to customize which column headers show on the Tags List. The user’s customized selections will remain in place until they are manually changed again through the Column Header modal or the page is refreshed.

The “actions” option controls the visibility of the vertical dot icon that opens the context menu.

To the far right of each tag entry on the Tags list is a vertical three dot icon that opens a context menu with options that pertain to the specific tag. An explanation of each option is included in the Tag Context Menu Option Explanation Below.

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Tag Context Menu Option Explanation

Option

Explanation

Search Tagged

Selecting “Search Tagged” from the context menu will search the system for entities assigned to the tag selected, opening to the search results on the Search Tagged Page.

QR Code / Link


Selecting “QR Code / Link” from the context menu generates a QR Code and a URL Link that, when accessed, will take an individual to the Search Tagged Page displaying the list of entities associated with the tag category.


Access to the tag search results will only be given to system users who have permission to view the tagged item(s).

When an individual who is not in the KAStrack system accesses the QR Code/URL Link, they will have access to an Items Tagged With (TAG) Page that shows all public entities with that Tag. The individual will be able to access and download the public files and folders as desired. Only Open Tags can be accessed by individuals not logged into KAStrack.

Edit

Selecting “Edit” from the context menu opens the Edit Tag Modal.


How To: Edit a Tag

To edit a tag, go to the Manage Page in Tags Module. Select the Tags Tab.

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Click the vertical three dot menu to the far right of the tag you wish to edit.

Select “Edit” from the context menu opening the Edit Tag Modal.

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Alter the title, category, and behavior as desired. If the tag is permissive or restrictive, you can alter who it is visible to.

Select the “Update Tag” button to save the changes.

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A confirmation modal appears at the bottom of the Manage Page, indicating the tag was successfully updated.

Delete

Selecting “Delete” from the context menu will open the Delete Tag Modal.


How To: Delete a Tag

To delete a tag, go to the Manage Page in Tags Module. Select the Tags Tab.

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Click the vertical three dot menu to the far right of the tag you wish to delete.

Select “Delete” from the context menu opening the Delete Tag Confirmation Modal.

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The confirmation modal states, “Are you sure you want to delete the tag (Tag Name)?” and lists the entities that will be affected by the tag deletion.

Select “Delete” and the tag will be removed from the Tag List on the Tags Tab of the Manage Page.

Deleting a Tag with Permissive / Restrictive behavior may change who can see and access entities assigned the tag in question.

To the far right of each category entry on the Categories list is a vertical three dot icon that opens a context menu with options that pertain to the specific category. An explanation of each option is included in the Category Context Menu Option Explanation Below.

Category Context Menu Explanation

Option

Explanation

Add Tags

Selecting “Add Tag” from the context menu will open the New Tag Modal and prefill this Category for the new Tag.


How To: Create a New Tag in the Tags Module

To create a new tag in the Tags Module, go to the Manage Page in the Tags Module.

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Select the “New Tag” button, visible from both the Tags and Category Tabs, opening the New Tag Modal.

You can also select “Add Tag” from the vertical icon context menu to the far right of a category on the categories tab, which prefills adding a new Tag to the chosen Category.

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Input the name of the new tag into the title field. 

Emojis may be used in the tag title.

Select the category for the new tag from the dropdown menu. All categories created will show, as well as an “uncategorized” option.

Categories determine the appearance of tags (their color and formatting).

Select the tag behavior (open, permissive, or restrictive) from the dropdown menu.

Select “Add Tag” and the new tag will show on the Tags List on the Tags Tab.


Edit

Selecting “Edit” from the context menu will open the Edit Category Modal.


How To: Edit a Category

To edit a category, go to the Manage Page in the Tags Module. Select the Categories Tab.

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Select the vertical three dot icon for the category you wish to edit.

Select “Edit” from the context menu opening the Edit Category Modal.

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Alter the title, style, or color as desired.

Select the “Update Category” button to save changes.

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A confirmation modal appears at the bottom of the Manage Page, indicating the category was successfully updated.

Delete

Selecting “Delete” from the context menu will open the Delete Category Modal.


How To: Delete a Category

To delete a category, go to the Manage Page in the Tags Module. Select the Categories Tab.

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Select the vertical three dot icon for the category you wish to edit.

Select “Delete” from the context menu opening the Delete Category Confirmation Modal.

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The modal states, “Are you sure you want to delete the category (Category Name)?”

Select “Delete” and the category will be removed from the Categories List on the Categories Tab of the Manage Page. Any existing Tags in the category will have their Category changed to “uncategorized”.


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