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.


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