Tags are custom labels that can be applied to active and closed requests. Your library can use tags as a way to group and keep track of requests. For example, enter a tag such as "Invoice" to keep track of borrowing libraries and patrons to whom you have sent invoices. Use the tag to retrieve these requests and follow up with the borrower when needed.
Tags are only visible to your library. The system maintains all tags created and saved to a request, and you can search for active and closed requests using tags. You can create up to 200 unique tags.
Note: The tags added to requests in Tipasa are shown on the home page when they are attached to an active request. When the request is closed, the number behind the tag might go down, sometimes even to zero. This does not mean the tag has disappeared or has been deleted but shows that there is no active request with that specific tag.
You can create new tags by adding and saving them to a request, or you can add existing tags to a request.
Note: You can only create up to 200 unique tags.
To create a new tag and add it to a request:
To add an existing tag to a request:
Automatically tag new borrowing requests:
Add request tags to main automations to automatically apply tags to requests that match specific criteria. See Automated Request Manager for more information about automations.
You can edit active tags. If you made a mistake and need to change the name of the tag, you can edit it on the Tipasa Home.
Note: Before you edit a tag, you should refresh the tag list to make sure the list is current. You will receive an error if you are not working from the most up to date version of the tag list.
To edit a tag:
You can delete active tags and tags that are no longer associated with any active requests. You may want to delete a tag if you no longer use it.
When you delete a tag:
Note: Before you delete a tag, you should refresh the tag list to make sure the list is current. You will receive an error if you are not working from the most up to date version of the tag list.
To delete a tag:
The Frequently Used Tags sections displays on the Tipasa Home and shows the top twenty tags, based on the number of active requests using the tag. If there are less than twenty distinct tags on active requests, fewer than twenty tags will appear in this section. The All Tags accordion shows all tags that have ever been used, including tags that appear on closed requests. Click on a tag to view all active requests with that tag.