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This shows you the differences between two versions of the page.

--- wiki:autolit:tagging:tag [2023/12/06 22:32]
jthurnham [Smart Tag Recommendations]
+++ wiki:autolit:tagging:tag [2024/05/15 18:47] (current)
jthurnham [Add New Tags on the Fly]
@@ Line 81: / Line 81: @@
 Learn more about how [[wiki:autolit:tagging:tag_recommendations#smart_beta_tag_recommendations_for_enterprise_subscriptions_only|Smart Tag Recommendations work]] and view our [[wiki:support:ai_disclosure|Technical Disclosure on Nested Knowledge AI systems.
 ]]
 Note: Smart Tag Recommendations is an enterprise-level feature only. If you wish to conduct a free 2-month pilot trial at the enterprise level in order to make use of this feature in your workflows, please [[mailto: sales@nested-knowledge.com|contact us]] and we'll set that up.
@@ Line 132: / Line 133: @@
-==== 5. Click "Apply Tag" ====
+=== 5. Click "Apply Tag" ===
 Once you have the content of interest into the tag text box, make sure that you have selected the relevant tag from the drop-down menu (red box). Once you have confirmed that both the Tag and the Tag Text Content are correct, click "Apply Tag."
@@ Line 138: / Line 139: @@
 {{ :undefined:screenshot_2023-12-06_at_21.48.46.png?nolink |}}
-==== Tags with Table Contents ====
+===== Add New Tags on the Fly =====
+If you encounter a single or multiple select question where the answer is not one of your pre-configured tags, you can either add it to your hierarchy on the Configure Tagging page, or add it 'on the fly' without leaving the page.
+To add a tag on the fly, type the title of your new tag answer into the "Select Tag" box, and click "Add Option" that appears at the top of the drop-down list of tags.
+{{ :undefined:screenshot_2023-12-06_at_21.56.36.png?nolink |}}
+In the modal that appears, confirm the tag name, add a description (optional), and the parent tag will already be assigned. Once created, you will now be able to find the new Tag on the drop-down list.
+Note: Only tags with text contents can be created on the fly. To toggle on table contents, edit the tag in Configure Tagging.
+===== Tags with Table Contents =====
 By default, all tags to be applied are accompanied by text contents unless table contents are configured. When these tags are encountered within the form, the table you created will be shown and you can input text into any of the rows. When you are satisfied, click "Apply Tag."
@@ Line 150: / Line 163: @@
 To alter the columns in the table for this tag, either click on the column header in the Tagging module itself, or head back to Configure Tagging. [[wiki:autolit:tagging:tagtables|Learn more about tag tables here.]]
-==== Tagging Supplemental Materials ====
+===== Tagging Supplemental Materials =====
 If the study you are tagging has supplemental materials in pdf format, you may also apply tags to these texts. The functionality is the same as tagging full texts: automatic copy of text to clipboard and text box, text highlighting and area selection allowing immediate direction to the excerpt when the tag is selected etc.
@@ Line 158: / Line 171: @@
 {{ :undefined:screenshot_2023-12-06_at_21.50.34.png?nolink |}}
-==== What Answering a Question does ====
+===== What Answering a Question does =====
 When a Question is finished (Applied or, for Multi-Select, when you select "Next"), or when the Question is marked Not Relevant, the count of completed Questions at the top of the right panel will update.
@@ Line 164: / Line 177: @@
 When all Questions are finished, you can either add tags using the Standard method (by opening the Tagging panel), or you can move to the next study by selecting "Complete" in the upper right-hand corner.
-==== Tagging Supplemental Materials ====
+===== Related Report Tags =====
-If the study you are tagging has supplemental materials in pdf format, you may also apply tags to these texts. The functionality is the same as tagging full texts: automatic copy of text to clipboard and text box, text highlighting and area selection allowing immediate direction to the excerpt when the tag is selected etc.
+When you apply a tag to a record that has an associated related report (RR), the tag is also displayed on the related report but with a RR icon to differentiate the tag origin. Learn more about [[wiki:autolit:screening:relatedreports#tags_in_related_reports|related report tags.]]
-Note: Tag Recommendations are currently unavailable for supplemental pdfs.
-{{ :undefined:screenshot_2023-11-02_at_12.18.36.png?nolink |}}
-==== Add New Tags on the Fly ====
-If you encounter a single or multiple select question where the answer is not one of your pre-configured tags, you can either add it to your hierarchy on the Configure Tagging page, or add it 'on the fly' without leaving the page.
-To add a tag on the fly, type the title of your new tag answer into the "Select Tag" box, and click "Add Option" that appears at the top of the drop-down list of tags.
-{{ :undefined:screenshot_2023-12-06_at_21.56.36.png?nolink |}}
-In the modal that appears, confirm the tag name, add a description (optional), and the parent tag will already be pre-populated. Once created, you will now be able to find the new Tag on the drop-down list.
-Note: Only tags with text contents can be created on the fly. To toggle on table contents, edit the tag in Configure Tagging.

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