Creating and Using Program Tags

Program Tags are a powerful way to categorize and organize programs within a client’s curriculum. They make it easier to manage, identify, and filter programs across different areas of the platform — including the Curriculum view, ISE sessions, and Post Session Summaries (PSS).

This article explains how to create, manage, and use Program Tags effectively.

Access and Permissions

Program Tag functionality is available to the following roles:

• Supervisors

• Agency Admins

• Clinicians (limited to filtering within ISE and PSS)

Users must be logged in and have the necessary permissions for the tasks described.

Creating Program Tags

Agency Admins/Clinic Managers can create and manage tags from the Tags Management Page.

To Create a New Program Tag:

1. Navigate to Tags Management

   

2. Click Add New.

3. Enter a Tag Name (required).

4. Optionally, add a Description.

5. Choose a Color to visually identify the tag (required).

6. Click Save.

Once saved, the new tag will appear in the Program Tags list and become available for use across programs and curriculums.

Adding Program Tags to a Curriculum

Tags can be added to programs within a client’s curriculum to group and organize related content.

To Add a Tag:

1. Open the Client’s Curriculum.

2. Locate the program where the tag should be added.

3. Click the 3-dot menu next to the program name.

4. Select Manage Tags.

5. Search for existing tags using the search field if necessary.

6. Select one or more tags to assign.

7. Click Save Changes.

The selected tags will appear directly under the program title within the curriculum.

Removing Program Tags from a Curriculum

If a tag is no longer relevant, it can be easily removed.

To Remove a Tag:

1. Open the Client’s Curriculum.

2. Click the 3-dot menu next to the tagged program.

3. Select Manage Tags.

4. Click the “X” icon beside any tag you wish to remove.

5. Click Save Changes.

The removed tag will no longer appear under the program nam

Filtering by Program Tags

Filtering by Program Tags allows users to focus on specific program categories across multiple areas of the system.

Filter in Curriculum View

1. Open the Client’s Curriculum.

2. Click Filters to expand the filtering panel.

3. Select one or more Program Tags to apply.

   • If no tags exist, the panel will display blank.

4. The curriculum will update to display only programs that match the selected tags.

Filter in ISE (In-Session Experience)

1. Join an ISE session.

2. Click the hamburger (☰) menu to expand the navigation panel.

3. Select one or more Program Tags.

   • If no tags exist, the view will be blank.

4. The session view will update to show only the targets associated with the selected tags.

Filter in PSS (Post Session Summary)

1. Open the Post Session Summary (PSS) after ending a client session.

2. Click Filters to open the filtering panel.

3. Select one or more Program Tags.

   • Select All includes all available tags.

   • Clear deselects all tags.

   • If no tags exist, the view will be blank.

4. The PSS timeline will update to display only the targets associated with the selected tags.

Best Practices

• Use consistent naming conventions for tags to improve searchability.

• Assign colors strategically (e.g., blue for communication goals, green for motor skills).

• Periodically review and remove unused tags to maintain clarity.

• Always save changes after adding or removing tags to ensure updates are reflected system-wide.