Workgroup Tags Tab

The Workgroup Tags page allows you (or any workgroup member) to select tags to add to the record that are available to your workgroup members. Selected tags appear in the Keywords area of a record and are only visible to the members of the workgroup.  This allows workgroup members to  refer easily and quickly to  records using vocabulary that is familiar and meaningful to the group (e.g. as a group of researchers working collaboratively).

Note. The tags available for selection are added and maintained by the workgroup administrator. See Create Workgroup Tags.

To add/remove workgroup tags for a record

1. Navigate to the Edit Record page | Workgroup Tags tab for the record. The Workgroup Tags pane displays.

Note. For personal databases you will probably not be using workgroups, and there will be no workgroup tags listed under Available.

1. To move a tag to the Selected list, click it and click the right-arrow button.
2. To remove it, click it in the Selected list and click the left-arrow.

To view/search on workgroup tags

1. From the Navigation Pane, navigate to the Workgroup | Workgroup Tags menu.

1. Click the relevant tag. All records with that tag are displayed.

See Add Workgroup Tag.

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