Tags

Updated 17 Jun 2024
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Tags appear on the Dashboard tab of the Student Record and are designed to identify populations at a high-visibility level. For example, setting the Test Record tag provides an easy way to identify records that were created to test your processes. Two tags are automatically included in the Slate instance:

Opt Out
Test Record

The Opt Out tag has unique functionality. For more information, see the Opt Out Tag article.

⭐ Best Practice
Tags provide a quick way to view or set high level information, but they should not be used in place of fields. Overpopulation of the Tags area makes these items less effective. Most institutions find that the Opt Out and Test Record tags are the only tags that they need.

Creating a Tag

Select Database on the top navigation bar and select Tags.
Select Insert.
Enter the following configurations in the popup window:
Status: Set the status to Active.
ID: Create an ID that is all lowercase letters with no spaces (for example, "legacy").
Name: This is the name of the tag that will appear on the Dashboard tab.
Dataset: Leave the Dataset field blank.
Warning: (optional) Enter a warning message that will appear when a tag is being administratively set or unset.
Type: Select Scope of Person.
Order: By default, tags appear in alphabetical order. Add an order to override this behavior.
Show in Reader: Set to Active (this allows for tags to be visible when reading application.)
Select Save.

Setting and Unsetting Tags

To set or un-set a tag on a record, all that is required is to click the tag on the right-hand side of the page. If the tag has a blue background, that means that Tag is set. If it has no background, that Tag has not been set.

Tag Setting descriptions

Setting	Description
Status	A tag no longer used should be set to Inactive. Inactive tags will only be available administratively. Active tags are available for selection externally on an application or form.
ID	This is the code that Slate will use to store fields in the database. It is best practice to create an ID in lowercase with no spaces or special characters other than an underscore. Once this ID is set and in use, the ID should not be changed. This ID is used to store data in the database, and is not a value that most administrative staff will see.
Name	Provide a name for the tag, which is visible administratively only and may be updated, even if data already exists for the field.
Dataset	Optional: Add a dataset to include the tag in a dataset.
Scope	Select either Person or Application. Person: this will associate the tag with the person record, showing the tag on the Dashboard of the person record. Application: this will associate the tag with the application record and can be set via a Tag rule; the tag will show in the Reader.
Warning	Optional: Enter a warning message that will appear when a tag is being administratively set or unset.
Order	When configured, the prompts in the prompt list will appear in the specified order. If left blank, the prompts will be displayed in alphabetical order.
Show in Reader	This setting allows for tags to be visible when reading application.

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Dashboards

Table of contents

Creating a Tag
Setting and Unsetting Tags
Tag Setting descriptions