| Smart tags | may be applied by typing the tag name on any record and hitting the ENTER key. |
|---|---|
| test | The “test” tag when applied to a record will convert the word to a test tube. This tag currently has no automation |
| other than helping identify test data in production. | |
| vip-user | The “vip-user” tag when applied will convert the word to a person icon. This tag may me manually applied or will |
| be auto applied to work if the requested by/for user has the VIP user selector switch on. | |
| attention | The “attention” tag when applied will turn on the my work client response bar indicator on the left navigation. |
| This tag will be automatically applied and unapplied through the automated system actions when clients respond | |
| or when we respond to them. | |
| completed | The “completed” tag is automatically applied when a simple request lifecyle is changed to completed and will |
| display a checkbox. | |
| resolved | The “resolved” tag is automatically applied when an incident lifecyle is changed to resolved and will display |
| a checkbox. | |
| onboarding | The “onboarding” tag is automatically added to any work record when the company on the work record is in an |
| onboarding stage and will display a orange caution tag. | |
| offboarding | The “offboarding” tag is automatically added to any work record when the company on the work record is in an |
| offboarding stage and will display a yellow eject icon. | |
| offboarding complete | The “offboarding complete” tag is automatically added to any work record when the company on the work record |
| is in an offboarding complete stage and will display a red stop icon. | |
| at-risk | The “at-risk” tag is added by the account executive to any client account and seen on the work record if considered |
| at-risk and will display a red eye. | |
| high-risk | The “high-risk” tag when applied to a high-risk work record will convert the word to a warning triangle. This tag |
| currently has no automation other than helping identify high risk work in production. |
| Standard tags | may be applied by typing the tag name on any record and hitting the ENTER key. |
|---|---|
| CLASS | The “CLASS” tag can be added to any work record when the work record displays evidence that core values were practiced. |