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At a Customer level, view and configure tags via Service Desk> Manage Tags

Managing Tags

To delete a Tag Category and all keys, right-click and select Delete Category.

To create a new tag, click the 'Add Tag' button.

To edit Tag Category name or add/edit/ delete a Tag Categorykey, right-click on a tag category then click 'Edit' or 'Delete Category'.To delete a Tag Category and all keys, right-click and select Delete Category.

To edit a Tag Category, right-click and select Edit.

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Add a Tag

Give your Tag Category a name and add a minimum of 1 key. (Your Tag Category name must be unique.)

1. To add a key click '+'.
2. Key values Values and associations Associations are optional.
3. To add additional keysKeys, enter a new key Key name and click '+'. Note that the Keys name must be unique.

Click the 'Save' button to save your Tag Category.

Edit a Tag

Use the icons to the right of the keys to edit (pencil) or delete (trash can) 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.

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• 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. (by clicking on the un-link icon)

External Integration via Workflows

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