Organising investigations
Organise investigations using tags
Tags provide a flexible way to organise investigations according to your organisation’s workflows.
Examples of potential tags include:
Priority levels
Product areas
Work programmes
Review categories
Team responsibilities
Tags are shared across the organisation and are available to all users.
A single investigation can have multiple tags.
Using tags consistently makes it easier to locate, review and prioritise investigations.
Assign tags to an investigation
To apply tags:
Open an investigation.
Locate the Tags section.
Select one or more tags.
Click Close panel to save any changes.
The selected tags become part of the investigation and are available for filtering and reporting.
Tags may be added, removed or changed at any time.
Filter investigations by tags
Tags can be used to find specific groups of investigations.
To filter investigations:
Open the Investigations area.
Open the filter options.
Select one or more tags.
Apply the filter.
The list displays investigations matching the selected tags.
Filtering by tags can be useful when:
Preparing team meetings
Reviewing high-priority work
Monitoring ongoing assessments
Managing specific projects
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