How to assign Tags to Procedures and Filter by tags?

Modified on Mon, 27 Jan at 4:45 PM

. Assigning Tags to Procedures and Filtering

Assigning Tags to Procedures

  1. Go to the "Procedures" Section
    Select the project where you want to assign tags, and navigate to the Procedures section.

  2. Edit a Procedure
    Click on the procedure name to open it, or select Edit from the three-dot menu next to the procedure.

  3. Assign a Tag
    In the procedure form:

    • Locate the Procedure Tags field and select the desired tag from the dropdown (e.g., "Poland").



  4. Save Changes
    Click Save to apply the tag to the procedure.

Filtering Procedures by Tags

  1. Open the Filter Panel in Procedures
    In the Procedures section, click the Filter button in the top-right corner of the screen.

  2. Select a Tag in the Filter
    In the filter panel, find the Procedure Tags field and select the tag you want to filter by (e.g., "Poland").

  3. Apply the Filter
    Click Filter to display the list of procedures associated with the selected tag.



Filtering procedure by tags in the Protocol List

  1. Go to the Protocol Section
    Navigate to the Protocol section of the project.

  2. Open the protocol

  3. Open the Filter Panel in the Protocol
    Click on the Filter button available in the protocol view.

  4. Filter Procedures by Tag in Protocol

    • Locate the Procedure Tags filter option.
    • Select the desired tag (e.g., "Poland").
  5. Apply the Filter
    Click Filter to narrow down the procedures displayed in the protocol based on the selected tag.



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