Watch Flag Interaction
  • 22 Apr 2024
  • 2 minute read
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Watch Flag Interaction

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Article Summary

A watch flag is a custom interaction that displays a yellow bar across the top of a person record, indicating an important message about the person. Examples include:

  • VIP

  • A child of a faculty member

  • A local celebrity

  • Academic Integrity Violation

  • Early Alert

  • Any other high-level data that should be the first thing users know about the person

When added to a record, the watch flag persists above all tabs. Watch flags can also be added to dataset records.

Flag

Creating the watch flag interaction code

  1. Select Database in the top navigation bar and select Activity & Interaction Codes.

  2. Select Insert.

  3. Enter the following interaction configurations in the dialog box:

    • Status: Set the status to Active.

    • Folder: Keep your codes organized by putting them in a folder. Select Other to create a new folder.

    • Type: Select the type of interaction.

    • Code: Use the code "FLAG."

    • Parent Code: Leave this setting blank.

    • Label: The label is the display name of the interaction.

Custom interactions vs. subcodes

There are two main approaches to watch flags: allowing your staff to write their own custom interactions on each individual record, or using a standard set of subcodes shared across your instance.

Using custom interactions

  1. Select Lookup in the top navigation bar.

  2. Search for and select a record.

  3. Select the Timeline tab of the Person Record.

  4. Select Interactions > New Interaction and enter the following interaction configurations in the dialog box:

    • User: This defaults to the current user.

    • Code: Select the watch flag interaction you created earlier.

    • Timestamp: This defaults to the current time, but the value may be overridden. The timestamp is not shown in the yellow bar.

    • Subject: The Subject will be the text visible in the yellow bar.

    • Private Comments: Leave this setting cleared.

    • Public Comments: Leave this setting cleared.

Using subcodes

If you have a standard set of watch flags for your staff to use, you can create them as subcodes of the main watch flag interaction.

Creating watch flag subcodes will not prevent staff from selecting the main watch flag code and writing their own custom interaction. You can audit for these interactions by querying for Watch Flag interactions that don’t have a subcode selected.

  1. Select Database in the top navigation bar and select Activity & Interaction Codes.

  2. Select Insert.

  3. Enter the following interaction configurations in the dialog box:

    • Status: Set the status to Active.

    • Folder: Keep your codes organized by putting them in a folder. Select Other to create a new folder.

    • Type: Select the type of Interaction.

    • Code: Use a unique code. For this example we are using "integrity"

    • Parent Code: Set to Watch Flags (this is the parent watch flag you created in the previous step)

    • Label: The label is the display name of the interaction.

Multiple watch flags

There is no limit to the amount of watch flags that can be added to a record. The watch flags will be shown in a list with semicolons between each flag.


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