Auto-Tag

When auto-tag is enabled, the system automatically applies the tag name to newly uploaded case that matches the search. The system will not apply the tag to cases that were uploaded prior to the time you started using auto-tag.

Auto-tag is available for ‘Device Versions’ and Return of Spontaneous Compressions (ROSC) that were edited and saved in the case.

Notes:

  • You do not need to add the ‘v’ (which stands for ‘version’) in front of the device version for auto-tag. CaseReview has logic to ignore the ‘v’ for searching and auto-tag.

  • For ROSC cases, they are not uploaded into CaseReview with ROSC auto-identified. ROSC is a condition that must be manually edited and then saved. Once, the case is saved with ROSC, this case can now be auto-tagged for future searches.

To enable auto-tag on a saved search (Admin only):

  1. On the Manage Cases page under the Saved Searches heading, click the edit icon.
  2. Select the saved search from the list.

  3. In the 'Newly uploaded cases that match this search criteria will be automatically tagged with' field, the saved search name will be auto populated. You must click Save to enable auto-tag.

    Note: If you are editing the saved search and you do not want this search to be used for auto-tag, remove the search name from the 'Newly uploaded cases that match this search criteria will be automatically tagged with' field and then click Save.

Note: Generally, CaseReview uses the 'AND' logical operator to auto-tag new uploaded cases that contain the saved search criteria. For a small number of criteria, CaseReview uses the 'OR' operator. For example, if the saved search contains 'adult' and 'children', 'audio' and 'no audio', 'AED' and 'R Series', CaseReview would match and auto-tag cases that contain either of those criteria.

Tag Cases with Multiple Tags

Automatically apply tags to uploaded cases that match a saved search criteria by creating multiple saved searches. Use this feature in situations where you want to identify cases that match a single saved search from multiple teams. For example, you want to identify the cases with 12-Leads from two groups. In this case, you would create a saved search with a filter criteria of 12-Lead, and then save that search two times, each with a name that reflects the individual group. The saved search would apply a unique automatic tag that you can use to identify the team's cases and can easily be found by applying filters on the Manage Cases page.

Note: The system will not tag existing cases with a newly configured tag. To tag existing cases, you must manually open cases individually and apply tags, or delete and re-upload existing cases.

How to create multiple tags

  1. On the Manage Cases page, enter your filter criteria and then click Search. When the search results appear, click Save this search.

  2. On the "Save this search" window, enter the name of the search, and click Save.

  3. Because this search will be used for multiple tags, you can enter any number of new names in the "Name of search" field, clicking Save each time.
  4. Click 'View All' next to 'Search Searches' under Custom Filters.
  5. Find the name of the saved search and click Edit.
  6. In the "Newly uploaded cases that match this search criteria will be automatically tagged with" field, enter the group's name.
  7. Click Save.
  8. Continue with steps 5 - 7 until you have entered tag names for all your saved searches.

Example

The following example demonstrates how to create three tags, Division, Battalion, and Station. The system automatically applies these tags to cases uploaded from an X-Series device with a specific device ID.

  1. First create a search for cases with a specific device ID. On the Manage Cases page, enter the Device ID in the Search By ID filter field and click Search.

  2. When the search results appear, select 'Save this search' and enter a name  – for example: “Device ID 1 - Division 12”.

    The objective is to apply three different tags to the same device ID, so use the same search to add two more tags with different names.

    Example:

    • Click 'Save this search', name the second search “Device ID 1 - Battalion 1” and click Save.
    • Click 'Save this search', name the third search “Device ID 1 - Station 14” and click Save.
  3. To add auto-tags: On the Manage Cases page, click 'View all' next to Saved Searches. Find the “Division 12” search in the saved searches list, and click Edit .
  4. To tag cases with Division 12, enter Division 12 in the "Newly uploaded cases that match this search criteria will be automatically tagged with" field and click Save.
  5. Find the “Battalion 1” search in the saved searches list and click Edit . To tag cases with Battalion 1, enter Battalion 1 in the "Newly uploaded cases that match this search criteria will be automatically tagged with" field and click Save.
  6. Find the Station 14 search in the saved searches list and click Edit . To tag cases with Station 14, enter Station 14 in the "Newly uploaded cases that match this search criteria will be automatically tagged with" field and click Save.
  7. Click Upload on the navigation bar and upload case files from this device.
  8. Click Detail on the Upload page and look at the tags section. You will see that the system automatically applied the tags to the uploaded cases.

Once setup, you can view the cases from the tags you created on the Manage Cases page by selecting the tag name in the Tags filter. If you select multiple tags, only those cases that match all of the selected tags display.

To create automatic tags for a different device, repeat steps 1 - 10 again with a new Device ID. You can give this new device the same tags or modify them depending on your needs. For example, you can use the same Division and Battalion name but a different Station for the cases uploaded from this second device.