How do I add a tag to a Traveler application or form?

Admins with permission can add tags to a Traveler application or form. Application and form tags are created and used separately; application tags can be added to applications and form tags can be added to forms. Tags are great way to group and categorize applications or forms! Tags can also be used to help administrators quickly visualize necessary information about an application, form or the traveler's enrollment journey. Tags can be added one at a time or in batch.

Application Tags are available on the following dashboards:

Application Dashboard

• Traveler Applications view
• Application Content view

Form Dashboard

• Form Completion view
  
  

Form Tags are available on the following dashboards: 

Form Dashboard

• Traveler Forms view
• Form Content view

To add a Tag to a Traveler application or form...

1. Login to Via as an admin with permission to delete tags
2. Go to the Applications or Forms dashboard
3. Click the name of the Application or Form Template to go to a Traveler's application or form
4. Click the dropdown menu under Application or Form Tag in the Administrative Review Panel
5. Select a Tag
6. Click Save

To add Tags in batch...

1. Login to Via as an admin with permission to add or remove tags
2. Go to the Applications or Forms dashboard and navigate to the desired dashboard view
3. Apply your desired filters
4. Select the checkboxes for the desired application or forms 
5. Click Actions 
6. Click Add Application Tag or Remove Form Tag
7. Choose the desired Tag from the dropdown list 
8. Click Add Tags