Tag Management

ClariNet LS offers users the ability to tag cases or Insureds. Tags are labels that can be either built-in tags that ClearLife has defined or user defined tags.

Tags enable you to mark one or more states for a Case or an Insured. A Case or Insured can be marked in multiple states simultaneously. Each Tag can be grouped within a Tag Category.

To access Tag Management

To access the page, click on Tag management under Admin menu.

Two operations allowed on this page are

Add Tag
Add Tag Category

These operations can be performed using the Actions button.

Built-in tags and categories cannot be deleted, only the user defined ones can be deleted.

Clicking on the Add Category link opens a sidebar with the details required to create a new category.

Tag category entity can be either Case or Insured.

The multiple tags checkbox allows multiple tags to be used for that category. If the checkbox is not checked, then only one tag from the category can be used at a time on a case or insured. Once a category is created, it will be listed under categories tab.

Clicking on the Add Tag link opens a sidebar with the details required to create a new tag. Tag category entity can be either Case or Insured. Tag entity updates according to tag category selection. Once a tag is created, it will be listed under Tags tab.

ClariNet offers a wide selection of colors for the tags.

Using tags

Adding a tag to a case

Select a case of your preference and click on EDIT. On the case page, you are provided with an option to add tags as shown below:

Select the required tags from the list and SAVE the page.

The case and insured pages must be in edit mode to add or remove tags.

Adding a tag to an Insured

Similarly, on the Insured page, required tags can be added as shown below:

Removing a tag

In order to remove a tag, just click on the close button next to the tag.

Searching for cases

ClariNetLS allows you to search for cases by tag names attached to the case page or Insured page.

To perform this operation, navigate to the advanced search page and search for the criteria “Tag” and select the tag names.

All the cases with the selected tag names will be listed as shown below:

Exporting tags

Custom Reporting

You can export cases with case/ Insured tags attached with the help of Custom reports or Export templates reports.

For custom reports:

Navigate to Admin → Exports & Reports page.
Edit the custom report of your interest
Expand Case and select Case Tag or expand Primary/Secondary Insured and select Insured Tag

An example of an exported report with case reference, case, and Insured tags will be as shown below:

Export Templates

For Export Template report creation, you can simply add all the required tags to the scratchpad and create a new template out of it. This template can be run against a case or portfolio on an Advanced search page or on the portfolios page.

To add text to scratchpad which will retrieve tag information:

Ensure that the CASE of interest with tags attached is selected for preview. If not the tag information will not be displayed.

Navigate to Admin → Export Templates page.
Click on the Tag Explorer tab.
Select a case of interest.
Expand Case.
Click on tags.
Based on the number of tags attached to a case, you can see the numbering as At(0), At(1), and so on. Expand the same to see tag names and more information as in Created by and whether the tag is a system tag or not. Select or click on the required tag information.
Click on ADD TO SCRATCH PAD.

An example of an export template with tag information is shown below:

A new template can be created using the content of the scratch pad by clicking on the “+” button highlighted in the screenshot above and the template can be run from the Advanced search page or on the portfolios page on the cases searched for.

Tag Management ​