As an administrator, you can create tag-based filters to help easily sort products by specific information.
You can:
- Use lists to sort products by key data elements about specific edtech tools to meet your own compliance needs, whether local, state or federal.
- Example: You can create a list of student data elements a given tool may access and show them per individual product page (i.e., attendance, demographic, conduct, etc. elements)
- Create custom checklists to meet specific internal process needs.
- Example: You can configure a custom checklist for your district’s edtech product approval process, advancing internal transparency and team alignment (i.e., failed curriculum alignment, not budgeted, data privacy approved, etc.)
- Add contextual, district-specific information to a product label, easily sharing the intended use of a product with educators and families.
- Example: You can indicate if a particular product aligns best with certain elementary grades based on evidence, demonstrating the value of that tool in that context to teachers. You can also publish this information for just your educators, publicly or both.
Lists use tags, tag definitions, and tag groups as components. See the guides below to get started with those components:
Creating a Filter
To create a tag-based Filter, as an Organization Administrator, navigate to Settings>Tags, Filters & Lists >Filters >Create Filter
From there you will be prompted for several selections:
- Name your Filter - this will also be the content of the heading/title for the Filter.
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Select the tag group(s) use the drop down menu to select tag groups that you would like to include in your filter. As you select the tag groups, they will appear in the preview to the right in the order that you select them.
- Note: a tag group must be created beforehand.
- Note: click on the x next to the tag group to remove it from the filter.
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Set the visibility of the list. Select where the filter will be visible: Management, Product Library, and/or Public Product Library.
- Note: Each filter element will still respect its visibility limits (more below), but the filter will show on the places you select.
- Note: More information about tag visibility included below
- Preview - Use arrows to rearrange the order of the way the groups appear on the filter
When complete, select “Create” and your new Filter will be saved and added to it's respective library.
Understanding List Item Visibility
Since the items that make up a filter are based on tags, they follow the tags’ visibility settings; similarly, sub-sections follow the tag groups’ visibility settings; and the filter is shown according to its visibility settings.
Example: Let’s say you have three tags (Red, Blue, and Yellow), and they belong to a tag group (Primary Colors) which is part of a filter (Colors). If Colors is visible everywhere (management, organization library & public product library), but the tag “Red” is only visible in management and the organization library, then on the public product library, the filter will only show Blue and Yellow.
Mange Filters
The default view of filters list them in the order that they were created. Use the arrow next to Filter Name to sort alphabetically.
Search for filters by name.
Use the pencil to edit existing filters and the trash can to delete filters.
