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Assessment Setup: Tag Management

Ingrid

⇤ Assessment Setup

Use the Tag Management page to manage vendor tags and document tags. The tags are grouped by vendor tags and document tags and are sorted in alphabetical order.

Vendor Tags

Classify your vendors and assign requirements that match the criteria.

What is a vendor tag?

Document Tags

Classify documents from your vendors.

What is a document tag?

VRM App: Assessment Setup ➔ Tag Management

Actions

Action Instructions
Add a tag:
  1. Select + Add Vendor Tag below the vendor tags or + Add Document Tag below the document tags.
  2. Enter a name for the tag.
  3. Select Confirm Tag Edit.
Edit a tag:
  1. Hover over a tag and then select Edit.
  2. Modify the tag name.
  3. Select Confirm Tag Edit.

Only custom Document Tags can be edited.
Delete a tag:

Hover over a tag and then select Delete.

Only custom Document Tags can be deleted.
  • May 16, 2024: Published.

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