Administering Category Tags

Tag Categories​

You can add categories and tags as follows:

Add Categories using the + Add Category button. The ellipsis (three dots), located in the right corner of the desired Category, are used for category-level functions.

• Duplicate Category
• Edit Category (name and description)
• Merge Category
• Archive Category

Add a New Category​

1. Select + Add Category.
2. In the Category Name field (required), enter a name.
   1. Note: Do not enter an existing category name.
3. In the Category Description field, enter a description.
4. Click Save and confirm.

Edit a Category​

Update the name and description of a category.

1. Click on the ellipsis at the end of the line for Category Administration options.
2. Select Edit Category.
   1. Change the name and/or description, as needed.
3. Click Save and confirm.

Duplicate Categories

1. Click on the ellipse at the end of the line for Category Administration options.
2. Select Duplicate Category.
3. Select a category to duplicate.
   1. A copy will appear with the default name appended with Copy of.

Merge Categories

1. Click on the ellipse at the end of the line for Category Administration options.
2. Select Merge Category.
3. Select the checkbox next to each category you wish to merge.
4. Select Merge and confirm.
   1. The list of categories now includes a new category name with the term Merged.

Archive Categories

1. Click on the ellipse at the end of the line for Category Administration options.
2. Select Archive Category.
   1. A notification appears stating that you are about to remove the category from the active list.
3. Select Archive.
   1. Note: Archiving a category does not change existing relationships. Incidents already tagged from an archived category should continue to display that relationship. New or existing incidents with no tags in those categories will not be presented with them.

Restore a Category from an Archive

1. Open the archive list using the Filter by: drop down. If you have archived categories, they will be displayed.
2. Click on the three dots at the end of the desired Category row and select Restore.
   1. The category becomes active again.

Tag Administration

If users enter lowercase names for categories, they will automatically be converted to upper case and displayed in upper case everywhere. Tag names change to all lowercase everywhere. Neither Categories or Tag names are case sensitive.

To Add a New Tag to an Existing Category

1. Open the desired category.
2. Select the Field type option from the drop down.
   1. Multiple Tags: The user can have multiple tags in a category for an incident.
   2. Single Tag: The user can only have one active tag at a time in a category.
3. Select the checkbox if it is a required tag for resolving an Incident.
4. Enter the Tag name.
   1. This feature in tag management also allows adding free form tags to incidents, so you can add multiple tabs by comma separation like "test,test2,test3" that will add three tags.
5. Identify the Incident type(s) by clicking in the Incident Types dropdown.
   1. Leaving the ":"Incident Type" blank makes it available to all Incident Types.
   2. By selecting the tag category as required, Blameless expects a Tag value and an Incident type be supplied. An error gets thrown if neither or none are supplied.
   3. Field type is synonymous to Tag category type.
6. Enter the Tag name.
7. Identify the Incident type(s) by clicking in the Incident Types dropdown.

Delete a Tag

1. Click x next to a tag in the list and the tag is removed from the field.
   1. Deleting a tag only removes it from a category -- the tag still exists in Blameless.

Option: Required Before Resolving an Incident

If you select Required before resolving an incident as part of the unique category requirements, then you cannot resolve the incident that is applied to before selecting one (or multiple) of the tags listed here.

Restrict Tag Categories to Specific Incident Types​

Restricting Categories tag(s), depending on the Incident Type selection, forces the user to meet the criteria, further customizing the results. Until the criteria are met, attempting to resolve this incident results in Blameless displaying an error message pointing out the required tag category or categories that have not been met.