Tags must first be set up in Console before they can be assigned to your content. To manage tags, you will need to be an admin or have a custom role assigned with the permissions Create:Tags, Read:Tags, Update:Tags, and Delete:Tags.

 

Before You Get Started

Before creating your tags in Console, you’ll need to determine what kind of tags you want to create and how you want to set up their hierarchy. Tags will consist of three different levels as shown below:

 

1. Categories - These are top-level groupings used to organize your content at a board thematic level. These are not tags and cannot be assigned to content.
   1. Parent Tags - Tags that sit under categories and represent a more specific topic, theme, or dimension, often with an added attribute like difficulty, topic type, or learner level.
      1. Child Tags (optional) - Tags that are even more granular labels that nest under parent tags. They often include specific sections within a topic, or content elements, and may also include metadata like difficulty. Child tags will inherit configurations set for their parent tags.

Below is an example of how tags can be set up using categories, parent tags, and child tags:

 

1. Mathematics
   1. Algebra
      1. Linear Equations
      2. Quadratic Equations
   2. Geometry
      1. Angles
      2. Triangles
2. English
   1. Grammar
      1. Parts of speech
      2. Sentence structure

Best Practices

• Examine your course content and determine what kind of tags would be most beneficial to you. Would you like to track your content by question or lesson categories? What about skills or competencies?
• Tags can be used across your tenant and not just for a specific course. So if your courses have similar content, you’ll want to use tags that can be used for all of them.
• Will your tags mainly be for admins, learner-facing, or both? If your tags will be learner-facing, such as using them as filters within Learner Analytics, use tags that will help your learners understand how they’re doing in different areas of your courses.

Once you know what kind of tags you’d like to create, you can add them individually in Console or bulk import them with a CSV file. If you already have tags created, you can still make updates to them, or assign them to your course content. Use the table below to find the scenario that best applies to you and see what next steps to take.

 

Scenarios	Next Steps
Scenario 1: You already have tags, and all of your content is tagged.	You’re all set! You’ll still be able to manage your tags from Console and what content is tagged from BluePrint.
Scenario 2: You already have tags, but your content is not yet tagged.	Option 1: You can bulk assign tags to your content. See our article here for more info.   If you’d like assistance with tagging content, please contact Support.
	Option 2: BenchPrep will leverage our AI engine (coming soon) to analyze your existing content and recommend the most relevant tags. Then, these tags can be bulk assigned to your content.   If you’re interested, please contact Support for assistance.
Scenario 3: You don’t have tags, but you know which specific tags you want.	You can create your tags individually or bulk import them in Console. The sections below will cover how to create your tags.   Then once your tags are set up, you can assign them to your content. See our article here for more info on assigning tags.   If you’d like assistance with tagging content, please contact Support.
Scenario 4: You don’t have tags, and you don’t know which tags you want.	BenchPrep can convert your question categories and lesson categories into tags and then automatically tag your content.   If you’re interested, please contact Support for assistance.

Adding a Tag

To add a tag, follow these steps:

 

1. Navigate to Console, click on Settings, and then Tenant Details.
   
2. Click on the Content Tags tab.
   
3. Click on Add Content Tag.
   
4. Select a content tag type.
   NOTE: If you do not have any categories yet, they will need to be created first before you can create content tags.
   1. Category
      
      1. Input a category name.
   2. Content Tag
      
      1. Input a name and code for your content tag.
         1. Code can be used as an abbreviation of your tag or a way for you to easily identify your tag (e.g. Code for Algebra can be ALG).
      2. Select a category to nest the tag under. Select a parent (optional).
      3. Select the following option(s) based on where the tag should be displayed:
         
         NOTE: If you selected a parent, the display options cannot be edited directly for child tags. The parent tag’s display options will need to be updated.
         1. Display on Learner Analytics - Makes this tag available to learners as a filter when they view the Learner Analytics in Learning Hub.
         2. Display on Browse - Makes this tag available to learners as a filter when they browse in the Learning Hub. Filtering by this tag will show all courses that have content with this tag.
         3. Display in BenchPrep Course - Displays this tag in WebApp on content that has this tag assigned and under the Tags Breakdown section (only applicable to questions).
         4. Use to associate this tag within Console -  Enables this tag to be associated with the user hierarchy in Console.
5. Click on Save.

Adding a Parent Tag

To quickly add a parent tag under a category, follow the steps below. You can also create a parent tag by following the steps in the section above.

 

1. Click on More next to the category you’d like to add a parent tag under.
   
2. Click on Add a Tag Below.
   
3. Input a name and code.
   
   1. Code can be used as an abbreviation of your tag or a way for you to easily identify your tag (e.g. Code for Algebra can be ALG).
4. Click on Save.

 

Bulk Importing Tags

If you’d like to bulk import your tags versus creating them individually, follow these steps:

 

1. Navigate to Console, click on Settings, and then Tenant Details.
   
2. Click on the Content Tags tab.
   
3. Click on Import Tags.
   
4. Upload your CSV file. Click on See upload instructions to see what columns need to be included and download a template.
   
5. Click on Import.

 

Editing a Tag

To edit a tag, follow these steps:

 

1. Navigate to Console, click on Settings, and then Tenant Details.
2. Click on the Content Tags tab.
3. Click on More next to the tag you’d like to edit.
   
4. Click on Edit.
   
5. Depending on the type of tag, you’ll be able to edit the following:
   1. Category - Edit the category’s name, and click on Save.
      
   2. Parent Tag - Edit the tag’s name, code, category, and/or display options. Click on Save.
      
   3. Child Tag - Edit the tag’s name, code, and/or parent. Click on Save.
      
      NOTE: The display options cannot be edited directly for child tags. The parent tag must be updated to change the display of this tag.

 

Deleting a Tag

To delete a tag, follow these steps:

 

1. Navigate to Console, click on Settings, and then Tenant Details.
2. Click on the Content Tags tab.
3. Click on More next to the tag you’d like to delete.
   
4. Click on Delete.
   
5. Click on Delete to confirm.
   
   NOTE: Deleting a category will remove any associated parent and child tags. Deleting a parent tag will also remove any associated child tags. This action cannot be reversed. Please move any parent and/or child tags if you want to preserve them and their related content associations.