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      How do I add a tag to a Traveler's Plan Form?

      Admins with permission can add tags to Plan Forms, which are an excellent way to group and categorize Plan Forms. Tags enable administrators to quickly visualize key information related to risk management and the Traveler's Plan Form.

      Once admins create tags and save them on a Plan Form, they can easily filter and report on this data by using the Plan Form Tag filters found on the dashboards listed below.

      Plan Form Tags are available on the following dashboards:

      • Plan Forms
      • Plan Form Content

      To add a Tag to a Traveler's Plan Form...

      1. Log in to Via as an admin with permission to Add Plan Form Tags
      2. Go to the Via Travel dashboard
      3. Click on Plan Forms or Plan Form Content dashboard view
      4. Click the name of the Plan Form Template to go to the Plan Form Review Mode
      5. Click the dropdown menu under Plan Form Tag in the Administrative Review Panel
      6. Select a Tag
      7. Click Save