Tag Management

Tags are simplified identification keywords used to group items or users within Infraon. Tags can be applied to users, assets, Incidents or requests, articles, etc.

Tag Types

Tagging enables quick grouping of items/users.  At this point in time, tags are added for:

• Assets - Tag assets by brand, vendor, location technician, etc.

• Users - Tag users by the team, skills, location, service catered, etc.

• Expertise - Tag teams (team creation) with   Hardware, Python, Django, or product expertise like washing machines, TV, etc.

• Services - Tag services by team, location, category, classification, etc.

• Incident - Tag incidents by the team, technician, site, catalogue, criticality, device, etc.

• Requests - Tag incidents by the team, technician, site, catalogue, criticality, device, etc.

How to use a tag effectively?

In a business where the end-users call from multiple locations for support on laptops and desktops, asset tags such as Laptop, Desktop, NY, AU, and IND can be used to assign these incidents to technicians tagged as Laptop, Desktop, NY, AU, and IND.

Instructions to 'Add a Tag'

• Go to Infraon Configuration -> General Setting ->Tag Management

• Click the '"Add Tag button'

Label	Action	Description/Example
Tag Name*	Give a name to the tag	Laptops, Desktops, IT, HR, India, NY, etc.
Type*	Select tag type using the drop-down menu.	Refer 'Tag Types' section above for detailed information

Once both the parameters are added, click 'Submit' to save the tag.

Repeat the process to add multiple tags.  Tags can be edited or deleted using the respective icons.

Note: Assigned tags cannot be deleted.

Instructions to ‘Assign a Tag’

Asset Tag

Here are the 7 methods you can assign the asset tag.

Method 1: Single Asset

• Go to Infraon Asset Card page -> Select the asset-> ( ⋮ ) More -> Edit

• Enter the required details, add the tag in Asset Tag, and click Next.

• Check the details in Asset Properties and click Submit.

Method 2: Bulk- Card/ Grid View

• Go to the Infraon Asset Card page -> Select multiple Assets.

• Click on Tag at the center of the top panel. Click on “Yes, Edit it.”

• Name your Tag and click Submit.

Method 3: Bulk Edit

• Go to the Infraon Asset Card page -> Actions -> Bulk Edit.

• Select the Category.

• Download the CSV file (Excel sheet) and enter the tag name on the sheet.

• Upload the same edited CSV file.

• Click Next -> Import -> Proceed with Valid Records.

Method 4: Tags can be assigned directly while adding an asset.

• Go to the Infraon Asset Card page -> Add Item -> Single Asset

• Add the required details to add the asset.

• Select the Tag in the Asset Tag section.

• Click Next -> Asset Properties -> Submit.

Method 5: Manually from CSV file (excel sheet)

• Go to the Infraon Asset Card page -> Add Items -> Import from CSV

• Select the required Category and download the CSV file.

• Enter the Tag name in the sheet, use a semicolon (;) to add multiple tags at a time Eg: SHQ; BHQ

• Upload the same edited CSV file.

• Click Next -> Import -> Proceed with Valid Records.

Method 6: Asset details page

• Go to the Infraon Asset Card page -> Select the Asset Name and redirect to the Details page.

• Locate the Tags button in the center of the page, near the left panel.

• Click to proceed to Add the required tags.

Method 7: Import from CSV

• Go to Infraon configuration page -> IT Operations -> Discovery -> Automatic Discovery.

• Click the "Import from CSV" button at the bottom center of the page.

• Download the CSV file (Excel sheet) and enter the tag name on the sheet.

• Upload the same edited CSV file.

• Click Next -> Import -> Proceed with Valid Records.

Resource Tag

Method 1: Bulk

• Go to the Infraon Asset Card page -> Select the Asset Name and redirect to the Resource page.

• Check the boxes next to the resources you need to tag.

• Click on the Add Tag option, add the required tag, and click Submit.

Method 2:

• Go to Infraon configuration page -> IT Operations -> Advance Resource Configuration.

• Click Configure.

• Navigate to the top right corner and click Actions -> Tag.

• Add the required Tag.

Method 3: Advance configuration (CSV file)

• Go to Infraon configuration page -> IT Operations -> Advance Resource Configuration.

• Click Configure.

• Click the "Export" button in the top right corner.

• Clicking the button downloads the CSV file immediately (a pop-up may appear).

• Enter the Tag name in the sheet.

• Now navigate to the Infraon configuration page -> IT Operations -> Advance Resource Configuration.

• On the top right corner, click Bulk Resource Update.

• Upload the same edited CSV file.

• Click Next -> Import -> Proceed with Valid Records.

Owner/ User Tag

Method 1: Single

• Go to Infraon Asset Card page -> Select the asset-> ( ⋮ ) More -> Edit

• Enter the required details, add the tag in Owner Tag, and click Next.

• Check the details in Asset Properties and click Submit.

Method 2: Bulk Edit

• Go to the Infraon Asset Card page -> Actions -> Bulk Edit.

• Select the Category.

• Download the CSV file (excel sheet) and Enter the Tag name in the sheet.

• Upload the same edited CSV file.

• Click Next -> Import -> Proceed with Valid Records.

Method 3: Bulk- Card/ Grid View

• Go to the Infraon Asset Card page -> Select multiple Assets.

• Click on Tag at the center of the top panel. Click on “Yes, Edit it.”

• Name your Tag and click Submit.

Method 4: Import from CSV

• Go to Infraon configuration page -> IT Operations -> Discovery -> Automatic Discovery.

• Click the "Import from CSV" button at the bottom center of the page.

• Download the CSV file (Excel sheet) and enter the tag name on the sheet.

• Upload the same edited CSV file.

• Click Next -> Import -> Proceed with Valid Records.