Create and assign Subsystem Tags

​Subsystem Tags enable users to filter Initiatives on a Transition Card or SDGs Alignment Card by one or more tags. These tags can be assigned to Initiatives to identify the one or many causal factors the Initiative is tackling. These tags can then be used to filter Initiatives on a Transition Card or SDGs Alignment Card – and when applied will display those Initiatives that are addressing different causal factors (or subsystems tags) of the Wicked Problem you are addressing.

 

Create a new Subsystem Tag ​

1. First, select the Subsystem Tags icon in the left-hand side navigation bar

2. Click on + Create New at the top of this new page

Subsystem Tag Menu.png

 

3. A new page will appear where you will need to enter:

  • The name of the Subsystem Tag

  • And a brief description of the Subsystem Tag

Subsystem Tag Create.png

 

4. Once you have entered these two pieces of information select Create

5. A success message will appear at the bottom right-hand side of the screen that confirms the Subsystem Tag has been created

You will also see the new Subsystem Tag listed on the Subsystem Tag pages.

Assigning Subsystem Tags

Subsystem Tags can be added to Initiatives at any time, either at the time of creation, after it has been created or via a bulk upload of Initiatives. 

Lets look at each of these; adding to a new Initiative, an existing Initiative, via a Transition Card or SDGs Alignment Card, or through importing bulk Initiatives


New Initiatives:

To assign a Subsystem Tag to a new Initiative, you add the tags on the Create Initiative page when creating a Transition Card. Here you simply either:

1. Click Select a Subsystem Tag and choose from the drop-down list

2. Or select Create a new Subsystem Tag

Initiatives Details Form.png

 

Existing Initiatives:

1. To update an existing Initiative, select Initiatives from your left-hand side navigation bar

2. Click on the Initiative you want to assign Subsystems to

3, Next click on the Details tab

4. Here you will be brought to the page where you can either

  • click Select a Subsystem Tag and choose from the drop-down list

  • or select Create a new Subsystem Tag

5. Then scroll to the bottom of the screen and select Update

Initiatives Edit.png

 

Initiatives via Transition Cards or SDGs Alignment Cards

Subsystem Tags can also be added to Initiatives via Transition Cards or SDGs Alignment Cards. To do this select the Transition Card or SDGs Alignment Card you want to update, and click on the Initiatives you wish to assign Subsystem Tags. Here you can apply the same process as before, by either

1. Clicking on Select a Subsystem Tag and choose from the drop-down list

2. Or selecting Create a new Subsystem Tag

3. Then select Update Initiative

Bulk import of Initiatives

To learn how to assign Subsystem Tags when doing bulk uploads, watch/read the bulk upload user guides here

Update a Subsystem Tag

1. Select Subsystem Tags on the left-hand side navigation bar

2. Find the Subsystem Tag you wish to update and click on Modify

Search Subsystem tags.png


3. On this page you will be able to update the name and description of the tag. Note any changes made will be applied to Transition Cards or SDGs Alignment Cards and Initiatives that have this Subsystem Tag assigned

4. To complete the changes select Update
 

Subsystem tag Modify.png

 

Deleting Subsystem Tags

1. Select Subsystem Tags on the left-hand side navigation

2. To delete a Subsystem Tag click Delete alongside the Subsystem Tag you wish to remove

3. A confirmation message will appear asking you to confirm that you wish to delete the Subsystem Tag

4. If you are sure you wish to proceed select OK

5. A success message will appear on the bottom corner of the page confirming the Subsystem Tag has been deleted. 

Note: Deleting a Subsystem Tag will remove it from any Transition Card , SDGs Alignment Card or Initiative it was associated with

Subsystem Tag Delete.png