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Tags help you save time in managing employee training and policy reviewing by allowing you to make changes to the one Smart Tag assigned to 100 users, instead of having to edit 100 users.

Steps

1. View Existing Tags
2. Create a Tag
   1. Via the People Table
   2. Via the Invite Team Member Popup
3. Assign a Tag
4. Edit Existing Tags
   1. Add or Remove a Policy(s)
   2. Add or Remove a Training(s)
   3. Add or Remove a Team Member(s)

View Existing Tags

From the Dashboard, Select People in the left sidebar

In the Team Members table, in the Tag column, Select Assign > Select Create a Tag

Select Tags

To the right of a Tag, Select the three dots > Select View

Review the Tag's Setup

Create a Tag

Via the People Table

From the Dashboard, Select People in the left sidebar

In the Team Members table, in the Tag column, Select Assign > Select Create a Tag

Enter Tag Information (see breakdown below) > Select Create

• Enter a Tag Name Example: HIPAA Requirements
• Select the Required Trainings for this Tag Example: HIPAA Training and Security Awareness Training

  • 🚧

    Our HIPAA Training and Security Awareness Training Courses are required for all Team Members.

• Select the Required Policies to Review for this Tag Example: Select All in each section
  • You can Select All for each Policy Category, or select Policies individually

  • 🚧

    All of your HIPAA required policies must be reviewed annually by all Team Members.

Via the Invite Team Member Popup

From the Dashboard, Select People in the left sideba

Select Invite Team Member

Enter Tag Information (see breakdown below) > Select Create

• Enter a Tag Name Example: HIPAA Requirements
• Select the Required Trainings for this Tag Example: HIPAA Training and Security Awareness Training

  • 🚧

    Our HIPAA Training and Security Awareness Training Courses are required for all Team Members.

• Select the Required Policies to Review for this Tag Example: Select All in each section
  • You can Select All for each Policy Category, or select Policies individually

  • 🚧

    All of your HIPAA required policies must be reviewed annually by all Team Members.

Assign a Tag

From the Dashboard, Select People in the left sidebar

In the Team Members table, in the Tag column, Select Assign > Select a Tag

Select Add

Edit Existing Tags

From the Dashboard, Select People in the left sidebar

In the Team Members table, in the Tag column, Select Assign > Select Create a Tag

Select Tags

To the right of a Tag, Select the three dots > Select View

Add or Remove a Policy(s)

Optionally search for Policies. Select the + or - Icon

Add or Remove a Training(s)

Select the + or - Icon

Add or Remove a Team Member(s)

Select the + or - Icon

Next Steps

• How to Assign Training
• How to Send Training Reminders
• How to Assign Policies & Procedures for Attestation