Labels offer a further way of managing your information on Vable. They can be attached to Newsletters, Topics, Vablemail Rules, and Sources. Where applicable, they will appear in the navigational filters on the left hand side of the page. This will allow you to see at a click what labels have been assigned to your resources and enable you to quickly narrow results by the desired filter. It is recommended that labels and sub-labels are created beforehand, but you have the ability to add them as you go along.
Although the same subjects may appear both in Labels and the Taxonomy, Labels are used in a different way. For instance, you can be more conceptual with Labels. Some suggestions:
- Apply frequency labels to Newsletters and Vablemail Rules, so you can see at a glance which are daily, weekly or monthly;
- Associate specific Sources, Topics, Newsletter or Vablemail Rules with a Practice Group or Department by adding Labels to them;
- For generically named Topics, such as ‘Cases’ ‘Legislation’ ‘Articles’, apply subject based Labels to identify them quickly when creating/amending Newsletters;
- Make hot topics visible at a glance by applying a Label;
- Use them for information management or housekeeping purposes, such as ‘Under Review’, ‘Check with Recipient’, ‘Query Sources’, ‘Example Searches’ etc.
Before going into the Label Manager and creating Labels, it is worth spending time thinking about how you want to use them.
Creating and Managing Labels
Global Administrators have the right to create new filters and edit existing ones for use by all Administrators. To get started, click on the cogwheel and Label Manager.
Note the Label icon. Wherever that appears on the Vable platform, you will know that Labels or label filters can be applied.
Adding New Labels
The example below has Labels added and they show the top level or ‘root’. If you expand on the root, you can see the sub-labels under each one. You can choose to add up to 2 sub-levels.
Frequency as a root includes the sub-labels Daily and Weekly. If appropriate for your purposes, click on the + and Add New sub-labels for Monthly, Fortnightly, etc. You might not need a further sub-label under these.
You might want to add a new root label, for instance ‘Hot Topics’. Click on + Add New Label. Add the title of your Label and click on + again, or hit enter to finish.
Depending on where you’ve created it, the new Label will appear in alphabetical order under the relevant root, or in the root list. You are now ready to add sub-labels if you wish.
Brexit might be of interest so create a new sub-label under Hot Topics. Your organisation may focus on a particular aspect of Brexit such as health or immigration so you can add a further level:
The icons on the far right allow you to edit, delete, move or collapse/expand the Label ‘tree’ structure.
If you see a pencil icon anywhere on the Vable platform, you can edit or amend the text. Update the Label text as required, and click on the checkmark to confirm.
If you see a trash can icon anywhere on the Vable platform, you can delete (or detach in some instances) the item in question. You will be asked to confirm the Label deletion before it will be completed.
The ability to move labels or sub-labels is useful. For instance when a news story/subject you are following in a Topic or Newsletter is no longer a ‘Hot Topic’, you can move the sub-label under it to another more appropriate heading.
Click on the Move Label icon, select where you want it moved to, and click yes to confirm. It will then update with your changes, and the label with all its sub-labels will move.
You can assign as many Labels as you wish to your Sources, Topics, Vablemail Rules or Newsletters. Labels are flexible and can describe various facets of an item The example below is assigning Labels to Newsletters but it is the same across each resource type.
When you click on the Newsletter tab you will see a list of all your Newsletters. Labels will provide a further way of filtering or organising them. Find the Newsletter(s) that you want to assign labels to, and select the box(es) next to the Newsletter(s). Click on the Label icon at the top of the list view to open the Labels dialogue window.
Either use the expansion arrow on the right to open the Label tree, or use the search function to find your Labels. Check the box(es) for the Label(s) you want to attach.
In this case you could also choose to add a Frequency Label. Close the dialogue window and the Labels will be applied to the Newsletter(s).
Keep in mind this is not a taxonomy. Labels are a flat structure, so if you apply GDPR, it will not add the Labels for Hot Topics or Data Protection automatically. You need to click on each one to add.
To remove or amend, select the Newsletter, click on the Labels icon and (un)check the boxes. The filter on the left will now show how many items have Hot Topics or GDPR Labels assigned.
Searching Using the Labels Filter
You can apply these filters in searches in the usual way; one click on the + to add.
If you apply the root level Label, it will include sub-labels in the search. So if you add Hot Topics from the example above, it will include Brexit, Data Protection, GDPR etc.
If you want to exclude or remove them from the search, either apply the single relevant filter at the start - such as ‘GDPR’ - or click on the X to remove the other filters from the search.