Understanding tagging — Concepts and terms

Concepts and terms

A tag is a text value that case workers and case managers can associate with one or more cases. They can select from a list of available tags or create new tags. Case managers can search, access and report on tagged cases.

About Tags

Tags can indicate trends and help extend your application; frequently-used tags may indicate the need for additional classes and properties. Tags are useful in flagging cases related to an unforeseen event, such as a natural disaster.

A tag can contain up to 64 characters and cannot contain spaces. Duplicate tag names are not permitted.

A tag is stored as an instance of the Data-Social-Tag class. The association of a tag with a case is stored as an instance of the Link-Tag class. To move tags from one system to another, move all instances of these two classes; do not use the Package Work wizard.

Creating Tags

You can create tags in two ways:

Tagging a Case

A lock is not required to tag a case. You can tag a case regardless of the case's current status.

To tag a case:

  1. Access the case and click theTagTags icon. The Manage Tags dialog displays.
  2. Select from the list of existing tags or type a new tag, and then click the Add Tag button. The tag appears in the Associated Tags list.

To delete a tag from a case, click the Delete button associated with the tag you want to remove. This deletes the link from the tag to the case; it does not delete the tag from the database table. See Pega-EndUserUI agent.

Managing Tagged Cases

Case managers can access cases associated with a specific tag on the Tag Deck (Data-Social-Tag pyTagDeck).

For the selected tag, the Tag Deck displays:

To open the Tag Deck, on the My Dashboard My Dashboard tab in the Case Manager portal, click a tag in the Popular Tags list or search for a tag and select it in the Matching Tags list.

Enabling Tagging

Tagging is enabled in the Work-.pyWorkToolbar section of the standard Perform, Review, and Confirm harnesses. See Working with user forms V6.2.

Definitions work party role
Related topics Tag Configuration tab
Tag Deck
Working with user forms version 6.2

UpConcepts