We want to know what you do to effectively use reference tags. Please post below. Let’s talk a bit about what reference tags are and why you might want to use them.Let’s say you have documents that are in different policy areas but you need a way to group them all together. Each document can only be assigned under one policy area but you can group them all together by creating a reference tag (common name identifier)and applying it to each of the documents. That way they all have that reference tag in common and can be grouped together when searching. You could post a link to that specific reference tag search on your intranet or in the PolicyStat homepage welcome content so that group of tagged documents can be easily seen altogether such as with a group of employee orientation documents. To go a step further, Reference Tags can be valuable when assigning acknowledgments so when you have a new employee hired you can easily select all the orientation documents or the employee handbook documents and require the employees to sign off that they have read them. References or Reference Tags are just a default term for what could also be called service lines, regulatory, or any phrases to describe the grouping of documents or policies.They can also be terms, numbers or any other representation to categorize and group similar documents for searching and reference through the PolicyStat search tool. Reference Tag is one of the terms that can be customized on your site. The terminology may differ slightly, but the concepts are the same. You can create reference tags for virtually any type of document grouping or category. Some additional examples of other reference tags are for document types such as Forms, Job Descriptions, Policies, SOP, Protocols, Procedures, Employee Handbook, Employee Orientation, etc.Using a common name allows you to group all documents together. Adding Reference Tags How do I add or create Reference Tags? How to search by existing assigned reference tags 1. Click thePoliciestab at the top of the page and clickPolicies by Reference Tags. 2. Select the desiredReference Tagcheck box(es). 3. ClickSearch. A list of policies will populate for the selected Reference Tag(s). Portions of the above information taken from How do I find policies with a certain Reference Tag?
Do you use reference tags to group documents together?
@Jon Corpany thanks for posting.We use Document Type for various reasons. The request to all Areas during implementation was/is to have owners/editors tag each document with a specific document type,e.g. Policy/Procedure, Guideline, Protocol, Form, or Manual.Weuse this property not only to search using filter featurebut alsohelps identify the types of documents due for reviewwhen pulling an export.
Commented by: Denny Chlebek