Ready Apprentice has extended the existing Tags feature to Training Contracts. The following sections guide you on how to make the most of this feature.
How to Create Training Contract Tags
To create Training Contract tags, navigate to the Lookups section under Settings. Here, you will see a new option, Training Contract Tags. In this section, you can create new tags by defining its Name, Colour, and if it's enabled (State). You can also edit or delete existing tags in the same section.
Assigning Tags to Training Contracts
Within Training Contracts, you will find the option to add tags next to the Messages & Alerts section. Select one or more tags to assign to a Training Contract and they will appear as coloured boxes below alerts. If you want to remove a tag, click on it again in the dropdown menu.
Filtering and Exporting Data Using Tags
You can use Training Contract Tags to filter data on the Training Contract, Registration, Claims, and Progress Contracts search pages. Additionally, you can export the filtered data based on the selected tags, functioning similarly to the existing tags feature on other search pages.
Handling Tags in Bulk
The Bulk Tag functionality enables you to add or remove tags in bulk from multiple selected Training Contracts. From the Training Contract search page, select the Add/Remove Training Contract Tags option in the Actions dropdown. When selected, a modal will appear listing all tags for bulk addition or removal. Please note that you can only handle up to 200 records in a single bulk operation. If this limit is exceeded, you will receive an alert message.
