Sort and organize your cases in CertnCentric by creating and applying case tags to your cases as you order them. For information on filtering cases by tags or other filters, see the Manage your cases Certn Help article. 

Apply case tags to a case

Case tags are applied when a case is ordered and cannot be added to an existing case. Tags are optional and do not need to be applied to complete an order. 

Apply existing tags and create new tags in the Add recipients stage of ordering a new case: 

• Apply existing tags: Use the search bar to find the tags you want and select them from the drop down menu. 
• Create a new tag: Create a new tag by typing in the name of the new tag into the search bar and select the tag labeled (New) to both create the tag and apply it to your current case. 

Manage your case tags

You can create, edit, deactivate, and reactivate case tags from within CertnCentric. 

Create case tags

Create case tags in CertnCentric while applying case tags to a new order or through your region settings following the steps below. 

1. Select Settings from your CertnCentric home page. 
2. Select Tags under the Region settings section of the CertnCentric navigation. 
3. Select the Add tag button to open the Create new tag modal, where you will be prompted for your new tag’s name. 
4. Enter the name for the new tag and select Save. 

Edit case tags

Edit the names of your case tags from CertnCentric’s Tags page with these steps: 

1. Select Settings from your CertnCentric home page. 
2. Select Tags under the Region settings section of the CertnCentric navigation.  
3. Select the ellipses in the row of the tag you want to edit, then select Edit.
4. Make the changes to your tag’s name and select Save when you are done.

Active and deactivated case tags

A case tag’s status is automatically set to Active when it’s created. An active tag will appear as an option when applying tags to a case.

A tag’s status can be changed to Deactivated, which will remove it as an option when applying tags to a case. A deactivated tag will not be removed from cases it’s already been applied to and will still appear as a filter option where applicable.

To change a tag’s status: 

1. Select Settings from your CertnCentric home page. 
2. Select Tags under the Region settings section of the CertnCentric navigation.  
3. Select the ellipses in the row of the tag you want to edit, then select either Activate or  Deactivate.
4. A modal will appear prompting you to confirm your decision by selecting either Activate tag or Deactivate tag.