Tags - what are they and how do they work?

Tags can be set by anyone with the System Administrator role. They allow you to group courses and sessions together so they can be filtered on reports or added to learners in one go.  This is often referred to as role based course allocation.  

1. Within the "settings" tab on the left, click on "tags".

2. Go to "create tag" on the right and then you can add your tag - please see an example below.

3. To add courses to the tag, click on the tag and then "add learning" at the top.

4. You can search for the relevant courses in the top right, tick them on the left and then add courses in the bottom right.

5. The last step is adding these to the profiles - go to the "learners" tab on the left, tick the relevant staff and "add courses" under "actions".

6. Use the "tags" filter on the right to find the tag and "submit".

7. Tick the courses (remember to amend any target completion dates and refresher periods) then "add courses" at the bottom.

• Related Articles

• What course should we work on next?

  We thrive on customer feedback so would love your suggestions for which courses you think we should be working on next. You can see our full list of courses on our website to check what we already have. We already have an idea of what we are working ...

• I want to request a new course

  We regularly add new courses to Click - Learning. You can check our current course list on our website. This will also show you any courses we are working and plan to release soon. If you cannot see the course on this list and would like to request ...

• Do I need to allocate an assessor and how do I do this?

  The allocate assessor button has a very specific use and should only be used when trying to allocate an external assessor who is not part of your Click - Learning account. External assessor have a specific profile that needs to be requested by ...

• It says the email address is already taken

  This happens when you edit an existing learner's profile and try and give them an email address which is already linked to another profile. Do not use group emails like carers@carehome or info@carehome Each learner needs their own email address and ...

• The sign in page is blank

  If you are using Google Chrome to sign in on your mobile phone you may see a blank page. Please get in touch and let us know if this is not your case and let us know what type of device and browser you are using. We are working to resolve this but ...