Family Tags

What are Family Tags?

Caregivers can be assigned a “tag” (aka a ‘label’), and agency workers can then filter reports and dashboards by those tags. Tagging is a designed to be a flexible way to group families. Most use-cases can be accommodated. Below are some example use-cases that are unlocked by tagging:

  • Filter for applicants applying through specific offices or regions
  • Filter for  applicants identified for specific programs
  • Filter for applicants recruited through a specific channels or recruitment tactic

How Does it Work?

You can apply a tag to a family via Edit Application > “Family Tags” (Binti employees can also do this in bulk). For example, below is a tag indicating a family was recruited at a specific recruiting event:

Family_Tag_Edit_App_1.png

Once applied, you can filter the Caregiver Applications, Placement Options, and View Matching Families pages. The filter is also available on the Case Loads and Recruiting Progress reports.

How do I enable Family Tags?

Contact your Customer Success Manager to enable this feature.

How do I add or modify Family Tags?

Contact your Customer Success Manager to manage your list of Family Tags.

What is the difference between Family Tags and Offices/Regions?

The existing Offices/Regions filter is applicable to agency workers only. Family tags can be applied to applicants.

 

 

 

 

 

 

 

 

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