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# Tags - Applying Tags

# Tags - Applying Tags


Tags are unique identifiers that can be associated with family records to search, sort, categorise, filter, and segment records in a more efficient way. You can select an existing tag from a list of tags or simply create a new one. 
Tags can be created at the time they are being applied (depending on User Permission), or select from Tags that have already created.
|| Note:  Tags are not visible to Families via the Guardian portal or Smile App.


Tags can be applied against:

* Families
* Guardians
* Children

###### Tags can be applied via:
1. Families Screen
2. Guardian Screen
3. Children Screen
4. Family Summary

Tag's are defined by:
| Heading | Description | Actions |
| ---- |
| System | Xap Default Tag's, unable to be edited/archived | Automatically applied by Xap e.g. Child YES for Asthma = Asthma Tag applied |
| Userdefined | Tag created by the service. | Manually applied by the service as required e.g. Family on Payment Plan |

| To assist you further see: [What are the Xap system tags?](https://help.xap.rocks/en/article/what-are-the-xap-system-tags-ub8j72/?bust=1671660925693) and [How To Manage Tags](https://help.xap.rocks/en/article/how-to-manage-tags-mbrh7p/)

###### Manual Tags

Tags will need to be applied if you have Custom Enrolment Form questions and would like to filter on these options and have them visible via the Connect App.
The information can be found on the Child's Details or Enrolment forms.

This would assist with e.g.:
* Custom Kindergarten questions eg. FTB a/b eligibility
* Bus Lists
* Schools of Attendance

### Applying Tags Individually

**To apply a Tag to an Individual**

1. Select the Families Screen/Guardian Screen/Children Screen, in this example we are selecting the **Children Screen**
2. Select the **Name** of the child
3. Select the **3 dot menu**
4. Select **Add/Edit Tag** from the drop-down menu

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1ljuo4s.png)
5. Select **Add Tag**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1x0lc2d.png)

6. Start to type in the **name** of the Tag to be applied. Existing Tags will display, if this is a new Tag, select Create
7. Select **Save** to apply the Tag

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_dj57s2.png)

|| Note: Further Tags can be applied at the same time by selecting the **Add Tag** option

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_l74dw8.png)

###### Applied Tag's will be displayed.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1qswrey.png)

###### Tags can be sorted on by using the Filter option.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_9fe9os.png)


**To apply a Tags in Bulk**

1. Select the Families Screen/Guardian Screen/Children Screen, in this example we are selecting the **Children Screen**
2. Select the **Name's** of the child/ren
3. Select the **Bulk Action** icon
4. Select **Add Tag** from the drop-down menu

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_kkcc5l.png)
5. Select **Add Tag**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1x0lc2d.png)

6. Start to type in the **name** of the Tag to be applied. Existing Tag's will display, if this is a new Tag, select Create
7. Select **Save** to apply the Tag

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_dj57s2.png)

| To assist you further with Tag's see: [Managing Tag's](https://help.xap.rocks/en/article/managing-tags-settings-screen-mbrh7p/)