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      Global Labels

      Global Labels for People and Reporting allows users to categorize people within the system more effectively. By adding descriptive labels to individual person profiles and the Workload View List, users can quickly identify and group people based on various criteria.

      Key Features

      • Adding Global Labels: Users can add multiple labels to a person's profile and a report. 
      • Label Visibility: Added labels will appear in Reporting, the Person Profile, and the corresponding Workload View.
      • Archiving Labels: Users can archive unused labels, removing them from active selections while retaining historical data for reporting purposes.

      Benefits

      • Improved organization and efficiency when managing people and workloads.
      • Better visibility of key information about individuals within the system.

      How to Use

      Create Global Labels:

       

      1. Go to the Admin Portal.
      2. Under Global navigate to Fields and Labels.
      3. Add desired labels (e.g., Volunteer, Event Attendee, Board Member).
      4. Save changes.

        Add Labels to a Person:

      1. Go to the person's profile.
      2. Navigate to the identity section of the profile and select the Labels drop-down.
      3. Select desired labels.
      4. Save changes.

      View and Use Labels:

      • See assigned labels on a person's profile.
      • Add Labels to your reports  

      Archive Unused Labels:

      Screenshot 2025-01-30 at 6.41.25 PM

      1. Go to the Admin Portal.
      2. Under Global, navigate to Fields and Labels.
      3. Locate the label you want to archive.
      4. Select the Archive option to deactivate the label.
        • Archived labels will no longer appear as selectable options when assigning labels.
        • Historical data related to the archived label will still be available in reports.

      5. Save changes.

      How to Pull Labels in Reporting

      If you’d like to include labels in your reports, start by creating a report using the resource you need, such as Cases, People, Providers, or Intakes. Once your report is set up, follow these steps to pull in the associated labels:

      • Join the resource_id field from resource_labels to the appropriate ID field for your report type:
        • Providers → Join resource_id to provider_id
        • Cases → Join resource_id to case_id
        • People → Join resource_id to people_id
        • Intake → Join resource_id to report_id

      This will ensure that labels are correctly linked to the records in your report.