Metadata Overview

Please note: this article is primarily for users with a System Admin or Sub Admin role. 

Metadata are the tags that you can tie to users, observations, action items and other data in Grow. Leverage these to better organize data and maximize your reporting options.

To access Metadata, click Config then Metadata. 

Any of the blue Metadata tags can be clicked in order to add options. 

General Metadata Tags are used across the platform in multiple locations including on observations, meetings, users and other places.
Tags can be used to organize various things in Grow, including videos within the Hub or resources in the Resource Library. Most commonly, tags are leveraged when assigning action items, so you can gather trend data around how action items are aligned with your schools’ focus areas. 

Standards are a field that you can add to Meeting Templates. This is helpful for data meetings because it allows you to identify from a dropdown the standard for the lesson being taught.

User Metadata Tags are used to organize data related to user accounts. They will show up on each users’ profile, and if you want them to appear next to each users’ name on Grow reports, then you can make that adjustment in System Settings.

User Types: In addition to appearing next to users’ names on reports, User Types will appear in the ‘Filters & Options’ for many reports. For example, you’ll see User Types as a filter for all score performance reports. Leverage this tag for the data point that you’d most like to use to organize reporting.
Note: Language Customizations are possible with Grow! Reach out to your CSM if you’d like to change the name of one of these tags. For example, ‘User Tags 1’ could be changed to ‘Teacher Type’. You could then click in and add options such as ‘Veteran Teacher’ or ‘New Teacher.

Observation Metadata Tags are used to organize data related to observations. These tags are visible as drop-downs in the Observation Details section when individuals are submitting observations. You can turn on specific Observation Tags for a specific form by scrolling to the bottom of that form’s settings.
Note: The Observation Data Report in Reports > Exports allows you to select these fields when pulling observation data. 

Form Metadata Tags are used to organize data related to forms and rows. 
If you are using the Performance Dashboard, Row Groups will determine how your individual rows are grouped on that report. 
If you are using the setting to group forms on the Observation Popup, choose one of the tags in Categories to determine your categories. 

Meeting Metadata Tags are tags used to organize data related to Meetings. Similar to observation tags, meeting tags appear in the Details section when an individual creates a meeting. You can turn on specific meeting tags for a specific template in that template’s settings.

Action Item Tags are used to organize and customize data related to action items. Use this to create a bank of pre-populated options for any of your actions items (like action steps and goals).
Note: These will appear as a dropdown above the text box when assigning action items, but users will still be able to enter their own text if they’d like.

School Metadata Tags are used to organize data related to schools. They are primarily used to group schools on various reports. Any school tag with options loaded into it will appear for you to edit on each school’s page.