How do I add a tag to my Scope of Work?

Alternatively you could watch our video on how to Create Roles and Tags. 

What is a tag?

Tags are a way of categorising your supporting information for an appraisal. They help to demonstrate learning across different areas as well as helping you to quickly find all learning notes that you have under a particular tag.

We have already created various generic tags to help your classify your supporting information. If you would like to create a new tag you can do this by logging into your Portfolio and:

• Clicking on Manage roles within Scope of work

• Please then click on Manage how to track Supporting Information

• and then click on Tags

• then + New Tag

• Create a new tag and save

Once you have created the new tags they appear in the new entry templates for your CPD etc, simply check the box for the relevant tag and you will be able to filter that entry.