Tags play a critical role in mbrella. You can use Tags to help associate and identify Trade Compliance participation, manage your workflow, or to highlight important information about a compliance asset.
Tags can be created at two different levels and to any/all of five asset types:
|GLOBAL:||Tag Available in ALL Organizations|
|ORG:||Tag Available in ONE Organization|
- Export Details
To create/edit a GLOBAL tag, you must have select 'Tags' from the Admin Dropdown. ANY Tags created from this menu are GLOBAL.
Click 'ADD' to create a new Tag on the Global Tag List page
TIP: Limit your Tag names to max 15 characters and include a good description if users unsure what is the purpose of your tag.
To create/edit an ORG Tag, select the 'Tags' TAB from within the ORG you wish to manage. You will see a list of all Org-level Tags that currently exist. Click 'ADD' to create a new Tag for that ORG.
This flexibility helps give you Tags context as you can tailor their visibility. Below are a couple of examples to highlight the variety of tasks.
|Associate a specific Ruling to a series of Items for my vendor||
Tag Level: ORG
Tag Name(s): "RULE 262"
Assets: Document, Item
Global Workflow for Users to review Item/Classifications
across all customers/partners
TAG Level: GLOBAL
Tag Name(s): TBD, WIP, ISSUE, COMPLETE
Assets: Org, Item, Classification
Triage of a Document Queue for Image Workflow
(also consider search and MOVE to another ORG as part
of Workflow process)
TAG level: ORG
Tag Name(s): READY, INCOMPLETE, TEAM_A, TEAM_2, DONE
Manage workflow of Vendors have been validated as part of
NAFTA Solicitation and Review.
TAG level: GLOBAL
Tag Name(s): NAFTA14_DONE, NAFTA14_PEND,
Assets: Organization, Document
- Consider creating Global Tags to represent your Teams for work distribution
- Use color-coding to distinguish type of Tags: Info, workflow/assignment, trade compliance program, ete
- Don't expose a Tag to more asset types than is required... keep drop-downs as focused as possible