Tags
You can create tags in the Tags data configuration to select records in a workspace view based on the presence or absence of a tag.
Apply Tags
Use one of the following tasks to apply a tag to a record:
Assign Tags.
Re-Apply Tagging Rules.
Edit a record and select a tag in the Tags section.
Filter by Tags
Choose Student Data from the main menu.
Select a form to open it.
Choose a workspace.
Select the Tag field down arrow or None value.
In the Find Records… dialog, choose a tag from the Tagged or NOT Tagged column.
To choose another tag:
Select the down arrow or the currently selected tag.
Choose a tag from either column.
To remove a tag:
Select the down arrow or the currently selected tag.
Select Clear Tag.
Standard Workspace Tags
PowerSchool Enrollment generally installs the following standard tags. Contact PowerSchool Enrollment Support if you need custom tags to identify records based on unique criteria within your organization.
Tag | Description | Workspace |
|---|---|---|
Do Not Notify | Used to prevent records assigned this tag from being notified. | Roster |
Administrative Follow-up | Used to let other administrators know that follow-up work must be carried out. In most instances, a record tagged for administrative review should not be approved, so it will not be available for approval until the tag is removed. | Submission |
Polished | The Polished tag indicates that a record has been polished by the polish routines set forth by the user. In most cases, the records will be auto-polished (and tagged accordingly) when imported into the workspace. | Submission |
Printed | The Printed tag should be used when you have printed the record to keep track of the status of each form. You will have to manually assign records as printed once you print them. | Submission |
Payment Received | The Payment Received tag is a tag to keep track of the payment status of records. Records can be automatically tagged as Payment Received based on if an online payment method was selected (for example, Credit Card). Additionally, you can manually apply the tag when an offline payment is received (Check), allowing you to track which records received payments. | Submission |
View Tag History
Users with permission profiles that grant access to manage at least one Submission workspace tag can now view a Tag History section within the student record view after the Tags section. This is not applicable to the Roster workspace.
If no tags have been applied or removed, the section will state: This record has no tag history.
If tags have been applied or removed, a View Tag History link is displayed, opening a dialog with the record's tag history.
The Tag History dialog includes a searchable, paginated table displaying the record’s tag history in descending chronological order, with columns for the date/time of the action, the user responsible, the tag name, and the action (applied or removed). The search in the dialog is enabled for all column entries.
When a tag is automatically applied to or removed from a submission record via submission auto-tagging rules, auto polish rules, address verification tagging, or delivery workflow exceptions, the attributed user responsible column will be displayed as System Rule. In all other scenarios, the email address of the user who took the action will be displayed.