In the Intigriti platform, you can assign tags to submissions in order to categorize submissions according to your organisation's internal workflow.
Adding a tag on a submission
When on the submissions detail page, a tag can be added by clicking into the "Add tag" field underneath the submission title.
Once you click enter, the tag will be added:
Searching/filtering for submissions via tags
Now you can also filter submissions based on tags:
FAQs about tags
Who can see tags?
Company members and triage. Researchers cannot see tags.
Who can add tags?
Company members and triage can add tags. Sometimes, triage will also add tags to improve their workflow.
Where can the tags be found and accessed in the Intigriti platform?
Submission grid - via filters + they are visible ont he submission in the submission grid
Submission detail page
Tags are accessible via the external API
Tags are NOT available via:
PDF export/ batch export
Via the Global search functionality
Not exported to Jira issues via the Jira Integration
Who can add tags varies along the status of the submissions
In Triage
Assigned triagers can add tags
All company admins can add tags
All program admins can add tags
In everything else
All Triagers can add tags
All company admins can add tags
All program admins can add tags
Assigned program members can add tags
Assigned program editors can add tags
Assgined group members/admin can add tags