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Labels allow Administrators to easily organize Newsletters, Topics, Inbox Matching Rules, and Sources across the platform and can subsequently be used for helping End Users locate Topics and Newsletters of interest on the MyVable self service portal.
Once applied to various objects on the Administrator platform, the Labels will appear in the navigational filters on the left-hand side of the page in the applicable locations. This will allow Administrators to see at-a-click what Labels have been assigned to resources and enable easy narrowing of results by the desired label as a filter. It is recommended that the Label structure is considered thoroughly before beginning the project of creating the Label tree and organizing your resources, but Administrators have the ability to add new Labels to the structure as they become relevant.
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 Inbox Matching Rules, so you can see at a glance which are daily, weekly or monthly;
Associate specific Sources, Topics, Newsletter or Inbox Matching 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.
Locating the Label Manager
Global Administrators have the right to create new Labels 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.
Creating New Labels
To add a new Label, click on + Add new label
Add a term - this will be a root level Label - and click + to save it.
If your organization has access to MyVable as part of its subscription, you will also have the option to publish this Label to the self service portal. This will make the Label, and any Sub-Labels within it, visible on MyVable. This will help your End Users quickly find the Topics and Newsletters of interest to them. To display this Label on MyVable, simply check the box before clicking + to save. Read more about Utilizing Labels on MyVable.
Once you have saved the root level Label, it will appear in alphabetical order in the root list.
To add a Sub-Label, expand the section using the arrow head towards the right hand side of the Label and click on + Add new Sub-Label. You may add up to 2 sub-levels.
The icons on the far right allow you to move, edit, delete, 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 by clicking on that icon. 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-Label 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.
Labels that have no Sub-Labels can be moved to become a Sub-Label under a different root level Label. Additionally, Sub-Labels can be moved to be housed under a different top-level Label or to become a root level Label of its own.
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.
You can assign as many Labels as you wish to your Sources, Topics, Inbox Matching 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 organizing 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 dialog 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 dialog 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.
Filtering By Label
When reviewing Topics, Newsletters, Sources and Inbox Matching Rule, you can utilize labels as filters in the usual way; one click on the + to add or click on - to display all objects except those which have the label applied.
If you want to remove the Label as an applied filter, click on the X beside the no-longer desired Labels in the list at the top of your list view or click on the previously-applied filter on the left-hand side of the page.
Note that Labels are not used for searching within the Articles page, though can be used for filtering on Sources within the Advanced Source selection workflow.