Admins with permission to create/edit/delete tags can create Plan Forms tags in Via. Tags are great way to group and categorize Plan Forms! Tags can also be used to help administrators quickly visualize necessary information about an Plan Form. Plan Forms Tags can only be added to Plan Forms.
Tags are easy to create and can personalized based on your institutional needs with your own naming conventions, background colors, emoji and tag description! Be as creative as want. Tags are great to track international insurance processes (i.e. admins could add a tag for 'enrolled in insurance' or 'insurance waived'), passport requirements, travel restrictions or clearances and more!
When naming a Plan Form Tag, a minimum of 1 characters must be used.
To create a Plan Form Tag...
- Login to Via as an admin with permission to create tags
- Go to the Plan Forms dashboard
- Click on the Plan Form name hyperlink
- Click the dropdown menu under Plan Form Tag in the Administrative Review Panel
- Type a new Tag Name and click +Create New "Tag Name"
- Finish typing the new Tag name
- Select an emoji, if desired
- Type a Tag description, if desired (Note: This can help other admins know the intention and use case of the Tag)
- Select a Tag color
- Click Save Tag
- Click 'X' or Cancel to close the Create/Edit Panel to add the Tag to the Application or Form