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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 partnersBusiness Partners, tags are accessed via the top menu under Service Desk> Manage All Tags - Preview.
At a customer Customer level, view and configure tags via Service Desk> Manage Tags
How to add a Tag:
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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 key, right-click on a tag category then click 'Edit' or 'Delete Category'.
To edit a Tag Category, right-click and select Edit.
Add a Tag
Give your Tag Category a name and add a minimum of 1 key. (Your Tag Category name must be unique.)
- to To add a a key you must click on '+'.
- Key values Values and associations Associations are optional.
- to To add additional keysKeys, enter key a new Key name and select +click '+'. Note that the Keys name must be unique.
Click the 'Save' button to save your Tag Category.
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Edit a Tag
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Use the icons
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to the right of the
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keys to edit (pencil) or delete (trash can) an existing 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
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Tags can be inherited, that is:
- if If 'all' for a location is selected, all equipment beneath that location will be automatically associated with that tag, including any subsequent new equipment added.
- if If all locations under a customer are selected, any new locations added in future will automatically be associated with that tag, and also any equipment beneath it.
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Customer 2 has a Silver SLA requiring an 8 hour response time on all equipment except for their Test Lab, which is configured under a location called Test Lab.
Business partners should create the tag as follows.
In this example,
- Customer For customer 1, all their locations, and equipment are associated with the Service Level Agreement Tag Key, "Silver".
- Customer For customer 2, and all their ONLY the equipment under 'Location 2 - Production' are associated with the Service Level Agreement Key, "Silver".
- Customer 3 is not associated with the Service Level Agreement Key, "Silver".
The Tag is automatically set to private, and so will not be visible to those customer, and visibility will remain restricted to only the business partner usersBusiness Partner entities, but invisible to Customer entities.
The "Gold" key is associated with a different customer, and whilst the "Unsupported", and "Bronze" keys have not yet been associated with any objects (customers, locations, or equipment) yet.
Tags are integrated throughout VSM, for example on the via Service Desk → Desk> Equipment Location → Location> Manage Equipment Page, or via the Table view of the Landing Page (see image below).
Overriding
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and adding tags
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at the equipment level
It is also possible to configure tags at the equipment level. This is useful when:
- Adding or editing equipment, without needing to navigate away from the Manage Equipment page to the Tag Management page.
- Overriding default inherited tags - where are 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
Tags for any object can flow through workflows to be consumed by an external third party.
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