---
title: "Using Labels in Casebook: Global Labels and Resource Labels"
description: 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, user
---
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# Using Labels in Casebook: Global Labels and Resource Labels
### Overview
Labels help organizations categorize and identify information in Casebook. They can be used to organize records, identify important details, and support reporting.
Casebook supports two types of labels:
- **Global Labels:** Shared labels used across supported records, such as People, Cases, Providers, and Intakes.
- **Resource-Specific Labels:** Labels created for a particular resource, such as Attachments, to help organize information relevant to that resource.
### Before You Begin
You need access to the Casebook Admin Portal to create and manage labels.
### How It Works
#### Create and Manage Labels
Labels are configured in the Admin Portal based on where they will be used.
#### **Global Labels**
1. Navigate to **Admin Portal \> Global \> Fields and Labels**.
2. Create the labels your organization needs.
3. Save your changes.
#### **Resource-Specific Labels**
Resource-specific labels are configured for the resource they apply to. For example, Attachment Labels can be used to categorize documents as Consent Forms, Identification, or Supporting Documentation.
### Create Labels:
### Apply Labels:
Once configured, labels can be applied to supported records and resources.
1. Open the record or item you want to categorize.
2. Locate the **Labels** field.
3. Select the appropriate label or labels.
4. Save your changes, if required.
**Result:** The selected labels are associated with the record or item, making information easier to identify and organize.
### Archive Global Labels
If a Global Label is no longer needed, administrators can archive it under **Admin Portal \> Global \> Fields and Labels**. Archived labels are no longer available for future selection, but their historical information remains available for reporting.
****
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. For additional guidance, see [How to Join Datasets](https://gohub.casebook.net/knowledge/how-to-join-data-sets).
### Use Case: Organizing Program Participants and Supporting Documents
A nonprofit organization provides housing assistance and employment support to individuals in its community. Staff needs a way to identify which programs individuals participate in and keep their supporting documents organized.
**Stage 1 — Administrator: Set Up Labels**
The administrator creates Global Labels such as *Housing Assistance*, *Employment Support*, and *Volunteer* to help staff categorize individuals based on their involvement with the organization.
The administrator also creates Attachment Labels such as *Proof of Identity*, *Income Verification*, and *Signed Consent Form* to help staff identify different types of documents.
**Stage 2 — Case Manager: Organize Participant Information**
When a new client enrolls in the housing assistance program, the case manager applies the *Housing Assistance* label to their person profile. If the client also receives employment support, the case manager adds the *Employment Support* label.
As the client submits required documents, the case manager applies the appropriate Attachment Labels to each file, making it easier to identify documents without opening them individually.
**Stage 3 — Program Manager: Review Program Participation**
The program manager uses Global Labels in reports to identify individuals associated with each program. Meanwhile, case managers can quickly locate and distinguish supporting documents using their Attachment Labels.
**Outcome:** The organization can consistently categorize individuals across multiple programs, improve document organization, and use Global Labels to better understand program participation through reporting.
### Frequently Asked Questions
**What's the difference between Global and resource-specific labels?**
Global Labels are shared across supported records, while resource-specific labels are intended for a particular resource, such as Attachments.
**Can I assign multiple labels?**
Yes. Supported records can have multiple labels.
**What happens when I archive a Global Label?**
The label is no longer available for future selection, but historical reporting information is retained.
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