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information through (to third party systems) for additional processing.
Table of Contents
Overview
It is possible to associate VSM objects, such as equipment, locations, or customers with a tag.
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| Tag Category | Key | Value |
|---|---|---|
| CM Version | Version 3 | Discontinued |
| Version 4 | Unsupported | |
| Version 5 | Unsupported | |
| Version 6 | ||
| Version 7 | Current | |
| Version 8 | Latest | |
| Version 9 | Beta |
Configuration and Management
For Business Partners, tags are accessed via the top menu under Service Desk> Manage All Tags - Preview.
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At a Customer level, view and configure tags via Service Desk> Manage Tags
Managing Tags
To create a new tag, click the 'Add Tag' button. To edit or delete a Tag Category, right-click on a tag category then click 'Edit' or 'Delete Category'.
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To edit a Tag Category, right-click and select Edit.
Adding a Tag
Give your Tag Category a name and add a minimum of 1 key.
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To edit or delete an existing key, use the symbols to the right of the key.
Tag Privacy
Tags made by upstream entities are private to entities downstream, whilst all tags made by downstream entities are visible to all upstream entities.
| Info |
|---|
The ordering of entities, in descending order, is Virsae Owners → Business Partners → Customers. |
Tag Inheritance
Tags can be inherited, that is:
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Tags are integrated throughout VSM, for example via Service Desk> Equipment Location> Manage Equipment Page, or via the Table view of the Landing Page (see image below).
Overriding and adding tags at the equipment level
It is possible to configure tags at the equipment level. This is useful when:
- Adding or editing equipment, without needing to navigate from the Manage Equipment to the Tag Management page.
- Overriding default inherited tags - where a tag has been configured to be applied to all objects, under a customer, or location - any new tags will automatically be associated with that tag.
- However, this can be overridden on the equipment level by un-associating the tag.
External Integration via Workflows
Tags for any object can flow through workflows to be consumed by an external third party.
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