Tags are a highly visible at-a-glance representation of data that is common across multiple clients. Modifying what tags are available and in which applications is simple with the powerful tag administration tool.
You can access the tag administrative options for the General Profile, Facility, Medications, and other applications by selecting the Administration link in the main navigation of any application with tags. If you do not see this link and believe you are the administrator for your YouthCenter installation, contact another administrator or BizStream support.
Tag Options: #
Navigate to the Objects section and select Tag
To add a new tag:
- Press the green + button
- Add all required fields
- Select either Add Client Status & List to save and be returned to the list or Add Client Status to save and clear the form so you can add another Client Status.
To edit an existing tag:
- Press the pencil & paper edit icon
- Make changes as needed
- Select either Update and List to save your changes and return to the list, or Update to save your changes and remain on the edit screen.
To delete an existing tag:
- Press the red x button. NOTE: You can’t delete a tag if there are any clients using that tag.
Title is what is shown in the drop-down and in summary screens.
Description shows after the title in the drop-down, but does not show on summary screens.
Foreground Color is the text color of the Title.
Background Color is the tag’s background color.
Is Active? determines if the tag can be selected in the drop-down.
Display Order adjusts where in the order of tags it is displayed with numbers closest to zero being at the top of the drop-down. It also determines the order of tags in summary screens.
Which Objects can use this Tag? Determines which applications inside of YouthCenter this tag will be available in. Checked items will display in the drop-down, unchecked will not show.
Tag Edit View: