Tagging: View list of Tags Not Yet Applied on a study#530

When tagging a study with many fields, it can difficult to keep track of everything that must be tagged and constantly scroll through the prompt questions or search the Tagging menu. Instead, it would be helpful if there was another option in which each tagging field was given a keyword and open check box. Once a field had been used, that option would be “checked”. In this way, we could quickly refresh our memories for what we need to find and see what fields have not yet been tagged.

Nick– Good question; we have a “Form-based Tagging” mode that involves checking off tags as they are applied. Have you tried this mode? You can turn it on in Settings, and then any tag you configure as a Question will be surfaced while tagging, and once an answer is provided, this will ‘check off’ the tag. See documentation: https://wiki.nested-knowledge.com/doku.php?id=wiki:autolit:tagging:formconfigure#configure_questions_for_form-based_tagging

Let me know if this works for you, and thank you for the input!

It seems like you’re already familiar with FBT- are you familiar with its mechanics? It autoscrolls you to the next available (i.e. unchecked) when you complete a question.

we could quickly refresh our memories for what we need to find and see what fields have not yet been tagged.

Is the need here to arrive at a listing of unanswered questions, as a review before you re-read an article? With the idea that the current UI is too much work to navigate if 50%+ of questions are already answered.

I think what you’re both referring to is the feature wherein 1) tagging can be phrased as a series of questions and 2) once a question has been answered (a tag has been applied) the question menu autoscrolls to the next unanswered question. Yes?
In this case, then I would answer “yes” to Karl; the question menu can become difficult to navigate when there are many questions. Adding to the difficulty is that, whereas the questions will autoscroll in a particular sequence, the appearance of the corresponding data across articles does not obey any particular sequence–so there is always a need to navigate the menu.
The alternative is to use the “Tagging” tab of the side menu (instead of the “Questions” tab). This shows which tags have been applied, but not which ones are yet to be applied. So trying to verify complete tagging requires quite a bit of navigating the “select tag” menu and then cross-referencing that with the “already-tagged” list.
A solution as I imagine it would be a menu of available tags (similar to the “Tagging” tab) that somehow indicates which have not yet been applied.
Much appreciated, by the way, for how on top of these comments you are!

Of course– we appreciate your input and are always trying to improve the software!

I like the concept of showing ‘tags NOT added’, though the implementation may be difficult; as you say, the Select Tag menu takes a few clicks to get to, though it may be the easiest place to add an indicator of ‘tags NOT added’.

As I understand it, this is a QC task where you are reviewing all tagging already applied, so let Karl and me put some thought into how we can get this information to be more obvious/apparent. Feel free to fill in any other details, and we’ll put updates here if we can come to a solution (or if we have questions for you). Thank you!

I imagine we have a couple options depending on configured tagging mode:

• Standard Tagging (Tagging tab): Indicate which tags have already been applied in the tag selection menu. e.g. an icon or background color
• Forms Based Tagging (Questions tab): Provide a filter to incomplete questions. Idea being that with FBT, you don’t want to consider every tag individually, only questions.

But I’m shooting from the hip, we’ll bounce this off our design team and see what sticks!