How do I edit a Plan Form Tag?

Admins with permission can edit Plan Form Tags. Once edited, the tag will appear everywhere in Via with the updated information. If an admin edits the tag name, for example, the new name will appear on the Traveler's Plan Form, the dashboards, and in the Plan Form Tag filter.

To edit a Tag...

1. Log in to Via as an admin with permission to Create / Edit / Delete Tags
2. Go to the Via Travel dashboard
3. Click on the Plan Forms or Plan Form Content dashboard views
4. Click the name of the Plan Form Template to go to the Plan Form Review Mode
5. On the Administrative Review Panel, click the dropdown menu under Plan Form Tags
6. Click Edit Tags
7. Click the Pencil Icon next to the Tag you want to edit
8. Edit Tag name, emoji, Tag description, and/or Tag color as desired
9. Click Save Tag