Tagging Items in Case Manager

Tags are short, descriptive phrases that you can add to items in Case Manager. You can use tags to label items that might require additional actions for further processing. You can also share tags and work collaboratively with other Case Manager users.

Tagging is not supported for items within a case if the destination index server is a multi node index server cloud (HAC).

To use the tagging feature in Case Manager, your administrator must assign you to a role with the Tag Management capability. For more information, seeRoles Overview.

You must use Tag Manager to create, share, and manage tag sets that contain custom tags that meet your requirements. You cannot remove specific tags from tag sets. To remove tags within a tag set, you must delete the tag set. You can add tags to tag sets and edit the name or the description of the tag sets. For more information, see Tag Manager.