Tags are short text labels that staff can apply to students. They are frequently used to create ad hoc lists of students for issues that are not accounted for in other methods of grouping students (such as Advanced Search criteria or Categories).
Once a tag is built, all users with access to tagging functionality can view all tags. As a result, we recommend using a clear naming convention and system for creating and managing tags in order to minimize confusion and allow for clear reporting. e.g. Stop Out - Spring 2023
Tags can be found, created, or used in several parts of the platform: the Student Profile Overview tab; within search options in Advanced Search and Standard Reports.
Student Profile. Tags are found on the Overview Tab of the Student Profile below the Categories section.
Advanced Search. You can select one or more tags as a search filter to help you narrow down your results in the Student Information drawer.
Adding Tags to Students
There are several ways to add tags to students: directly from the Student Profile, a mass tag via student ID, or via the Actions menu.
Note. Because some tools in the platform display all tags in the platform, use a standard naming convention for your tags that clearly explains the purpose of the tag (such as FTFT 2016, F17 Transfer 1st Gen, etc.).
Option 1. Add Tags on a Student Profile
Open a student profile.
Navigate to the Tags section and click Manage Tags.
Add existing tags to the student OR create new ones (if the permission has been enabled) by typing directly into the search bar.
Click Save Tags to add the tags to the student's profile.
Option 2. Mass Tag via Student ID
While adding tags via the student profile is manageable for a limited group of students, it is time-consuming to use this method to tag large numbers of students. Instead, use the Mass Tagging feature. Mass tagging is typically restricted to a select group of Navigate users.
Open the Administration page.
In the User Management section, select Mass Tagging by ID.
Click on existing tags to add them to the Tags free text field or type directly into the field to add a new tag. Make sure that if you choose to type into the field, you separate each tag with a comma.
Enter Student IDs. Make sure that you start a new paragraph between each ID so that each entry is on a separate line
Click Add Tags.
Option 3. Tag from the Actions Menu
Navigate has several features that allow you to identify specific student populations, whether via the Advanced Search or Reporting, are often you can add tags to student groups after you have identified
Open a list of students. This could be a Student List, a Saved Search, a Report, or your Assigned Students.
Choose the boxes next to the students you want to tag, open the Actions menu, and select Tag.
Deleting Tags from Navigate
Navigate lets you mass-delete tags from students using the Mass Edit of Students page. First, open the Mass Edit of Students page from the Administration page.
Open the Tags tab.
Choose the Remove tag option. Select tags from the list of Existing System Tags. When you are finished, click Save this Setting, which removes the tag from all students with the tag.
If you want to simply remove tags from a selected list of students, first create a search on the Mass Edit of Students page, select students from the list and then choose the Remove tag option, select the tag, and click Save this Setting.