There are Case Tags and Investigator tags.  This video provides a great explanation on both features



Click on Settings

Choose Case Tags in the Case Customization section

Case tags provide a useful way to group related assignments together and to quickly tell users what an assignment is about. There are no limits to the amount of tags you can create and their design is to make it easier for users to find assignments of a similar type. Multiple tags can be used on each assignment: however, their use is completely optional.


When working an assignment, it can be important to highlight certain information that may impact how the case will be worked. For instance: You may have a case that needs to be taken care of immediately; therefore, a "Rush" tag can be used to show the case manager and the investigator the importance of making this case a priority. 


Tags can also assist in generating statistics. You'll be able to determine how many cases with a particular tag were worked for a specific client, or simply break down how many of these cases you worked during a given month. 


Tags are also color coordinated, so you can have a color system to help you quickly identify what tags are related to each assignment. By using color, you can also group common tags by using the same color. For example, if you primarily work insurance related assignments your subjects typically have one, or multiple injuries. Using a tag color, say blue, you can add all of the injuries such as, knee, back, ankle, etc. so you can immediately identify what the injury is when you're viewing the assignment.


Once your tags are created, you can search for them via the dashboard. For a greater understanding of how to create a tag, please follow the below step-by-step instructions.


Creating A Tag

Click the Settings tab, then click on Case Tags in the Case Customization Area. You will be taken to the Tag page. Once there, click on Add Tag in the upper right corner of the page.


You will now have the opportunity to create a new Tag by adding the following:

  • Tag Label - The name of the tag.
  • Color Code - The color that will be used to represent this tag.
  • Description - What the tag will mean as it relates to the cases.

Once you've added these variables, click Submit.


Once you have created your new Tag, all you need to do is tell the system which case types it should be available for.  To do this, click Settings, then look in the Case Customization area, and click Case Types and add the new Tag to the case types you want it to be available for.


Have additional questions? Submit a ticket and we'll get right back with you.