Setting Up Custom Tag Hierarchies – api test 3

What’s included in this article:

Benefits of setting up custom tag hierarchies
How to assign a tag to an action step
How to set up custom tag hierarchies
Commonly used metadata

Benefits of setting up custom tag hierarchies

Custom tag hierarchies are primarily used to organize action steps into categories. In Grow, users can create custom tag hierarchies that are:

aligned to their school's goals and/or
evaluation rubrics and/or
coaching structures

With custom tag hierarchies, users can more easily generate relevant reports and pull key data. Users can also easily track focus areas and use the information provided to build needed resources. Ultimately, custom tags can help users link data together more efficiently and pull out trends.

How to assign a tag to an action step

Action steps can be assigned in multiple places throughout Grow, including the Touchpoint Dashboard, user profile, meetings, observations, and quick feedback. In all of these places, you can utilize action step tags to document the topic/category of the action step. Tags are frequently aligned to a particular rubric, district-specific focus areas, and/or coaching framework.

If your site already has tags, you can assign them to action steps (if not, check out the section below first!) Once you've written an action step, click the check-box next to the relevant tag to select it. Selecting a lower-level tag will automatically select any parent tags in the given hierarchy. Then click "Create" to assign the action step.

Learn more about tagging action steps here.

How to set up custom tag hierarchies

To create custom tag hierarchies, navigate to Config > Metadata > Tags (found within the “General” section).

Select “Add New Tag” to create a custom tag.

To help organize your tags and create hierarchies, you can identify if a custom tag should fall under a parent tag. For example, for schools using the AIM Framework, a user might create a parent category of “AIM Framework” with child tags organized below it such as “AIM.1 Culture of Learning”, “AIM.2 Essential Content” etc.

After creating custom tags and assigning them to parents, you can arrange your tag hierarchy by selecting “Reorder List.”

Once you’ve arranged your tags, click Save.

Commonly used metadata

There are a variety of tag types users can leverage within the Grow platform to improve reporting capabilities and organization.

Commonly used metadata:

General: Tags used across the platform in multiple locations including on observations, meetings, users and other places. These tags can be related to courses, standards, grades, frameworks, etc.
User Metadata: These tags are used to organize data related to users. They are visible on user profiles and can be displayed anywhere user lists are shown. Learn more about user tags here.
Observation Metadata: These tags are used to organize data related to observations. They are visible when filling out observations and pulling related reports.
Form Metadata: These tags are used to organize data related to forms and rows. They determine where forms and rows roll up on menus and certain reports.
Meeting Metadata: These tags are used to organize data related to meetings. They are visible when completing meetings and pulling related reports.
School Metadata: These tags are used to organize data related to schools. They are primarily used to group [schools] on various reports.

Learn more about metadata/tags: