How to Use Tags to Organize Your Data

Tags in CPR Enroll+ are custom labels you can apply to students, instructors, classes, and other records to categorize and filter your data. Think of them as flexible metadata — you define the tags, then apply them wherever they are useful. Tags make it easy to filter your data in ways the standard fields don't support.

Before You Begin

• Decide on a naming convention for your tags (e.g., by employer, discipline, or account type) so they stay consistent across your team.
• Identify which records — students, instructors, or classes — you plan to tag first.

Step-by-Step Instructions

Step 1: Create a Tag

1. From the sidebar, go to Settings > Tags.
2. Click + Add New.
3. Enter the Tag Name (e.g., "Corporate Client", "Healthcare Worker", "Renewal Student", "VIP").
4. Click Create. The tag is now available across the platform.

Step 2: Apply Tags to Records

• Students — when enrolling a student (Quick Add or Import), use the Tags field to apply one or more tags. Useful for grouping students by employer, training need, or account type.
• Instructors — in the Instructor create/edit form, apply tags to categorize instructors by specialty, location, or status.
• Classes — in the class create/edit form, apply tags to flag special sessions.

Step 3: Filter by Tags

1. Go to Enrollments > List view (or the Instructors list, or the Classes list).
2. Use the Tags column filter or the Filters panel to filter records by a specific tag.
3. The list narrows to show only records with that tag applied.

Best Practices

• Agree on a shared tag vocabulary with your team before creating tags, to avoid duplicate or overlapping labels.
• Use tags for groupings the standard fields don't capture, such as employer, funding source, or account status.
• Apply tags consistently at the point of enrollment or record creation, rather than adding them later.
• Review your Tags list periodically and retire ones that are no longer useful.

Frequently Asked Questions