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Adding Tags

A tag is a keyword or term assigned to a piece of information (such as Subjects, Cabinets and Folders. This kind of metadata helps describe an item and allows it to be found again by searching.

In KRIS, Tagging is a feature that allows administrators to define custom categories which can be used to group classifications such as Subjects, Cabinets and Folders (i.e. file references).

With tags, administrators can easily reach a group of information in KRIS based on different categories.

 

Adding Tag to a Cabinet / Subject Properties

  1. Login as System / User Administrator
  2. Click on Module Switcher at the top bar and select KRIS Administrator module.        
  3. Click on Manage Subject link under Manage Classification section.
  4. Expand the Subject tree view and click on a Subject.
  5. In the properties page, click on Tag field and select a tag from the drop down list. 
  6. Click on the Save button to save the changes.
  7. Click on the OK button to close the Success Message window.                                   

Adding Tag to a File Reference Properties

  1. Click on Module Switcher at the top bar and select KRIS Administrator module.
  2. Click on Manage File Reference link under Manage Classification section.
  3. Click on Classification Tab for e.g. Subject.
  4. Click on to expand the classification and select a file reference.
  5. In the properties page, click on Tag field and select a tag from the drop down list.                           
  6. Click on the Save button to save the changes.
  7. Click on the OK button to close the Success Message window.                                                             

Adding Tag to Multiple Subjects / Cabinets / File References

  1. Input the search term in the Search Box and hit “Enter“.                                                                       
  2. The system will do an universal search across the system and display all the items that match the search term.                                                                                                                                                       In the Search Result – Subject / Cabinet / File Reference section, select a few items that you want to apply tags on.       
  3. Click on the dropdown icon beside Checkbox header and select Apply Tags option.                     
  4. Click on the text field and select available tag(s) from the drop down list. You can apply more than one tag on the selected items.
  5. Click on Save Changes button.                                                                                                                       

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