Organize Your Sites with Site Tags
Overview
Site Tags let you organize your SALUS sites with your own custom categories. You create up to three categories, such as Division, Region, or Branch, then tag each site with a value.
Once your sites are tagged, you can filter your site list and your submitted forms by those tags, and use the tags as variable fields in your forms. This matters when you manage many sites and need to group or report on them the way your business is actually structured.
Use Site Tags when you want to segment sites by division, region, branch, or any grouping that fits your company.
Where to start
Tip: Site Tags can also be used as variable fields in your forms. If you are new to variable fields, see the Form Builder, Variable Fields article.
Step 1: Create your Site Tag categories
Categories are the labels you tag sites with, such as Region or Division. Create these first.
- Log into SALUS on desktop.
- Click your name in the top-right corner.
- Select Company Settings.
- Click the Site Tags tab.
- Click Create Tag Category.
- Enter a name for the category, for example Region.
- Click Create.
- Repeat for up to two more categories.
Category name (required)
The label for one way you want to group sites. This name becomes a field on every site's settings, so use a clear, reusable term like Region, Division, or Branch.
Use it when: you want a new grouping applied across all of your sites.
Note: You can create a maximum of three categories. Plan your groupings before you start, since this limit applies to your whole company.
Step 2: Tag your sites
After your categories exist, add a value to each site for the categories that apply.
- Click Sites in the main navigation.
- Select the site you want to tag.
- Click Settings in the left navigation bar.
- Open the Details tab and scroll to the bottom. Your category fields appear here.
- Click the field for the category you want to set and type a value.
- If this is the first time you have used that value, click Add new value to save it. If the value already exists, select it from the dropdown.
- Repeat for each category and each site you want to tag.
Category value (optional)
The tag applied to this specific site, such as West for a Region category. Type to add a new value or select an existing one from the dropdown. You do not have to fill in every category for every site.
Use it when: this site belongs to a group you want to filter or report on later.
Tip: Adding a value once with Add new value standardizes it across all of your sites. After that, select it from the dropdown so every site uses the same wording and your filters stay clean.
Step 3: Filter by your tags
Once your sites are tagged, you can use those tags in two places.
On the Sites screen
- Click Sites in the main navigation.
- Use the tag filters on the site list to narrow it by any category value you created.
On the Submitted Forms screen
- Open the Submitted Forms screen.
- Click More Filters.
- Select your tag values to filter submitted forms by site tag.
What Happens Next
When you create a category, a matching field appears on the Details tab of every site's settings, ready for a value.
When you tag a site, the value is saved to that site. Any new value you add becomes a standardized option, so every site can reuse the same wording from the dropdown.
Once sites are tagged, the tags become available as filters on the Sites screen and under More Filters on the Submitted Forms screen, and as variable fields you can add to your forms.
Tagging does not change anything for your field workers. It is an organizing layer for admins, filtering, and reporting.
Frequently Asked Questions
How many Site Tag categories can I create?
Up to three. This limit applies to your whole company, so choose the three groupings that matter most before you start.
I do not see Company Settings or the Site Tags tab. What is wrong?
Site Tag setup is an admin task. If you do not see Company Settings, confirm you have admin permissions for your organization.
What is the difference between Add new value and selecting from the dropdown?
The first time a value is used, you add it, which saves it for reuse. After that it appears in the dropdown so everyone selects the same standardized value instead of retyping it.
Do I have to tag every site in every category?
No. Tagging is optional. Tag only the sites and categories that are useful to you. You can add or change values at any time.
My tag value is not in the dropdown. Why?
A value only appears in the dropdown after it has been added once. Type the value and click Add new value to create it, then it will be available on every site.
Where do my tags show up after I add them?
On the Sites screen as filters, on the Submitted Forms screen under More Filters, and as variable fields you can add to your forms.
Can I use Site Tags inside my forms?
Yes. Site Tags are available as variable fields in the Form Builder. See the Form Builder, Variable Fields article for how variable fields work.
Related Articles