Tags allow you to create groups within SchemeServe for communication, organisation, and reporting purposes. These could be groups of agents, client types, policy types, locations, areas etc…

Tags enable structured segmentation without affecting permissions or access rights. An agent or client can belong to multiple tags simultaneously.

When Should You Use Tags?

Use Tags when you need to:

• Send consistent communication to a defined group
• Filter reports by a specific subset of agents or clients
• Organise business relationships logically
• Track performance of specific networks or distribution channels
• Tags are particularly useful for reporting and management oversight.

Creating a Tag

Follow these steps to create a new Tag:

1. Click the Admin tab.
2. Select the Tags Editor icon.
3. Click Add New.
4. Enter a Tag Name.
5. Select a Tag Colour from the drop-down menu.
6. Click Save to create the Tag
   – or –
   Click Cancel to exit without saving.

The Tag is now available for assignment.

Assigning a Tag to an Agent or Client or Policy

After creating a Tag, you must assign it to individual profiles.

To assign a Tag to an agent or client:

1. Open the relevant Agent or Client profile.
2. On the first page of the profile, locate the Add Tag link.
3. Click Add Tag.
4. Select the required Tag.
5. Save the profile.

To assign a Tag to a Policy :

1. Open the relevant policy.
2. At the top of the policy you can start typing the tag name.
3. Once you click of this field it will automatically save this tag against this policy
   
    You can search using tags on the cases tab on the left.

Now that tags have been assigned to certain agents and clients, you can jump into the tags editor and get an overall summary:
 

Reporting on tags:

Within the reports section of Scheme Serve

1. :- select "new report" and select "cases by inception".
2. Add in a name and date range 
3. Under conditions:- add "agent group" or "client group" or "case group" depending on what you want to report on.
4. Then add - "is" and select the group/tag you want to report on:
   e.g if you have 5 different groups for your agents, you might want to run a report on each group or maybe you want everything on one report.
5. In the columns area, here is an example of a few columns you could have :