General Features
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      2. Scorecard 6.0 Documentation
      3. General Features

      Tags

      Manage and create tags to ensure your scorecard objects are easy to find and track

      Tags are used as filters for finding the scorecard objects you want in Clear Impact Scorecard. Tags also help you keep track of scorecard objects that have the same name but belong to different geographical regions, departments, etc.

      Most scorecard objects will only need one tag, but you can have up to 5 tags. The primary tag is the first tag to display with the scorecard object. The other tags are used for categorization and allow the object to show up when those tags are selected in the tags filter.

      When hovering over a tag in the application the description will appear as a tooltip box to provide additional clarity.

      Tag Properties

      Name - The name of the Tag. Maximum 15 characters.

      Description - Maximum length 250 characters. The description of the tag that will be in a pop-up anytime you hover over the tag with your mouse.

      Create a Tag

      Using the Tag Control Box

      The tag control box appears on the scorecard edit page as well as while editing any scorecard objects. This box allows you to create and assign tags inline to the objects you are editing.

      1. On the Scorecard Fast Builder or the Edit page for any scorecard object.
      2. Enter a tag name in the Tag Control Box.
      3. Press the spacebar.
      4. Enter the Name and Description for the tag.
      5. Click the Add Tag button.

      From the list page

      1. Click on the Scorecard Objects main menu item.
      2. Click on the Tags sub menu item.
      3. Click on the green Add New button.
      4. Enter the information for the Tag.
      5. Click Save.

      Edit/Rename a Tag

      From the list page

      1. Click on the Scorecard main menu item.
      2. Click on the Tags sub menu item.
      3. Search for the Tag you would like to edit.
      4. Click the Edit button next to the Tag.
      5. Enter the information for the Tag.
      6. Click Save.

      Delete a Tag

      Deleting a Tag does not delete any objects that are related to that Tag.

      Any objects that have the Tag will no longer be able to display the Tag with them throughout the application.

      Deleting a Tag is permanent and cannot be undone.

      From the list page

      1. Click on the Scorecard main menu item.
      2. Click on the Tag sub menu item.
      3. Search for the Tag you would like to delete.
      4. Click the Delete button next to the Tag.