On the web client, Asset Administrators can create and manage tags.
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web client: Use Asset Management > Tags to create and manage tags for assets and asset accounts.
In addition, Asset Administrators can manually add static tags to assets and accounts on the General tab of the Assets or Accounts view. For more information, see Manually adding a tag to an asset and Manually adding a tag to an account.
The Tags page provides a centralized view of all the tags defined for assets and asset accounts, regardless of how they were assigned. It displays the following details.
Property | Description |
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Name |
The name assigned to the tag when it was created. |
Partition |
The asset partition to which the tag belongs. |
Account Rules |
Indicates whether there is a rule associated with the selected tag. A check mark in this column indicates that the tag has an account rule. |
Asset Rules |
Indicates whether there is a rule associated with the selected tag. A check mark in this column indicates that the tag has an asset rule. |
Description |
Information about the tag. |
Assigned Owners |
Information on the owner(s). |
Use these toolbar buttons to manage tags.
Option | Description |
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New Tag |
Add a tag. For more information, see Adding a tag for tagging of assets or asset accounts. |
Delete |
Remove the selected tag. For more information, see Deleting an asset or asset account tag. |
View Details |
View details for the selected tag. For more information, see Modifying an asset or asset account tag. NOTE: You cannot modify the partition assignment of an existing tag using the Edit operation. Use the Copy operation to clone the tag and assign it to an additional partition. Use the Delete operation to remove the tag from the existing partition. |
Copy |
Clone the selected tag and assign it to one or more additional partitions. For more information, see Copying an asset or asset account tag to another partition. NOTE: If the tag already exists in the partition, the tag will be replaced with the cloned one. |
Occurrences |
View a list of assets and asset accounts that are assigned to the selected tag. For more information, see Viewing asset and asset account tag assignments. |
Refresh |
Update the list of tags. |
Search |
Search for a specific tag or set of tags in this list. |