How to tag a Learner Profile

Tagging a learner to create lists, manage internal systems or communications. Learn how to move away from messy spreadsheets.

Leslie from SchoolWise avatar
Written by Leslie from SchoolWise
Updated over a week ago

Tags are a great way in Learner Support to segment learners within and across year groups. You can filter learners by a tag right across the entire platform including the report screens. Tags remove the need for messy spreadsheets, static lists, switching between systems and maintaining another system.

Depending on your role in the school you can use tags for different functions. Guidance for example might use them for tagging Third level choices. Year heads might use them for tagging prefects. Academic monitors tag learners who require intervention or support. Care and support teams to run Lean In / Focus In systems.

If you want to use tags for implementing and managing internal systems in your school then this article on priority tags will show you how.
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Once you tag a learner, you can use them right across the entire platform. You can use them on reports to filter learners, generate lists and export when you need, or send messages.

How to tag a learner using an existing tag

On a Learner Profile, scroll down until you come to Learner Attributes section. You will then see Tags. Simply click on the + Add Tag... button to display the Tag Learners screen.

You will see a list of existing tags for you to select from. You can type the name of a tag in the Tags box to search the list. To associate a tag to a Learner Profile, simply click on it.

You can click on as many tags as you like. Once you are done click Close.


How to tag a learner by creating a new tag

If you do not want to use an existing tag and new to create a new one, this can also be done from the Tag screen. In the Search or add new tag field, simply start typing the name of your new tag.

Since what you typed in the field does not match an existing tag in the list, you will be prompted to Create new tag. All you need to do is click on this option to create a new tag.

This will add the tag to the list so it will be available in the future, and it will associate it with the learner.


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