Tags provide a flexible way to add another layer of categorization to subprocesses.
Where to find the Tag menu
To create a new tag:
Click the Daymi icon in the left-side menu.
Navigate to Processes - Tags.
Adding a new Tag
There is an Add Tag button in the top right corner.
Enter a Tag name - This is required.
Add a Description (Optional) – While not mandatory, a description can help clarify the tag’s purpose.
Files (Optional) - Attach relevant documents to your tags for easy access and organization.
How Tags are used
Tags allow you to group subprocesses based on specific criteria. For example:
If certain subprocesses are related to audit, you can create a tag called 'Audit'.
You can then filter the dashboard to display only subprocesses with that tag.
When exporting data, you can select subprocesses with a specific tag to generate a targeted report for auditors.
How to Tag subprocesses
When creating or editing a new subprocess:
In the Program form, there is a C section where you can simply choose the appropriate tags for the subprocess.
In the Process form, each subprocess has a small arrow button in front of it. Click this button to expand the subprocess details. You'll find the Tags section, where you can select or update tags.
