How to Categorize Records by Family?

The software uses a tagging mechanism to create and manage tags and tag categories, allowing you to segment your data efficiently. 


How it Works

  1. Create Tags & Tag Categories:  Define tags and group them into categories to segment your data by product, process family, or additional configuration.

  2. Activate a Family:  Turn on a tag, or multiple tags, to work within a specific family or configuration. Multiple tags can be activated simultaneously to manage complex groupings.

  3. Associate Records to Tags:  Link records to relevant tags so they are properly categorized and easy to locate.  

  4. Streamline Data Entry:  Add data manually or import data to activated tags, and the system automatically applies these preferences, reducing repetitive work and ensuring consistency.


TipBy using tags to define families, you simplify navigation, enforce standardization, and speed up data entry across all projects.