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:
- Go to the Admin Portal.
- Under Global navigate to Fields and Labels.
- Add desired labels (e.g., Volunteer, Event Attendee, Board Member).
- Save changes.
Add Labels to a Person:
- Go to the person's profile.
- Navigate to the identity section of the profile and select the Labels down drop.
- Select desired labels.
- Save changes.
View and Use Labels:
- See assigned labels on a person's profile.
-
Add Labels to your reports
Archive Unused Labels:
- Go to the Admin Portal.
- Under Global, navigate to Fields and Labels.
- Locate the label you want to archive.
- 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.
- Save changes.