Who Is This For?
System Administrators – maintaining a clean, scalable tagging system
QA Administrators – standardizing terminology for audits and reporting
Process Owners – organizing records by process, product, site, or category
How to Do It?
Step 1: Create a Tag
Add tags to improve categorization of entities.
Go to Settings > Tags.
Click New Tag in the top bar.
Enter the Tag Name.
Click Save.
💡Tip: Use short, unambiguous names (e.g., “Supplier Audit”, “Stability”, “SOPs”).
Step 2: Update a Tag
Revise tag names as terminology evolves.
In Settings > Tags, locate the tag by sorting (Name, Taggings, Last Modified) or using the in-list search.
Click the three vertical dots and select Edit.
Update the Tag Name.
Click Save.
📎 References:
Step 3: Merge Tags
Consolidate duplicates to keep your taxonomy consistent.
Find the tag using sort or search in Settings > Tags.
Click the three vertical dots and select Merge.
Search for and select the tag(s) to merge with.
Click Save.
❗ Warning: Merging moves all existing taggings into the selected tag. Review usage counts before merging.
Step 4: Delete or Archive a Tag
Remove unused tags to keep the system clean.
Locate the tag by sorting or searching in Settings > Tags.
Click the three vertical dots and select Delete (or Archive, if available).
Confirm the action.
You can view the list of Archived tags from the same area.
❗ Compliance reminder: Do not delete tags that are still used on active, regulated records. Prefer Archive to preserve history while preventing new use.
📎 Reference: Managing Processes
Tips
💡 Before creating a new tag, search existing tags to avoid near-duplicates (e.g., “Supplier” vs. “Suppliers”).
💡 Standardize capitalization and format (e.g., Title Case) for consistent filtering and reporting.
💡 Use Merge to consolidate synonyms after a terminology update (e.g., “QA” → “Quality Assurance”).