---
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. Reports are included here too.
- **Local Labels:** Local labels appear only for a particular unit of work or resource, such as Attachments, to help organize information relevant to that item.
### **Before You Begin**
- You need access to the Casebook Admin area to manage labels.
- If you want a workflow to kick off based on how you use labels, learn about how [workflows](https://gohub.casebook.net/knowledge/workflow-tasks-introduction) work in Casebook and what they can do for you.
### **Create Labels**
Most labels are created in the Admin application by those with Admin access, but in certain areas of the application (currently, Reporting), end users have the ability to dynamically add new labels without navigating to Admin.
#### From Admin
1. Navigate to **Admin \> Global \> Fields.**
2. Click “Edit” next to the “Labels” name
3. Use the Add Single or Multiple Labels button to begin creating labels.
4. Set a default value (this will be the default label if the label is global in nature.
5. Determine if the label should be global or local by setting the Resource Type to:
6. “All” so it will appear everywhere the Labels field is available (global)
7. Each Individual Application so it only appears for that specific item, such as Attachments.
8. Save your changes.
#### From the Labels Field Where It's Being Used
1. Navigate to a Labels Field
2. Edit the label for a unit of work, a resource area like Attachments, etc.
3. If the label field in that area of the application is equipped to support dynamically added labels, an “add new” option will be available. If not, the only way to define a new label not available in that dropdown is from the Admin area.
**NOTE:** Reporting is currently the only area of the application that supports this behavior.
### **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 label is no longer needed, administrators can archive it under **Admin \> Global \> Fields \>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 Report on Labels**
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).
### **Examples in Using Labels: 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 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.
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