Fund tags are a way of pulling funds together to create reports on groups of related funds. Tags can be based on departments, material types, people who are responsible for the fund, or anything by which you might want to group funds together.
Funds can be assigned multiple tags.
Adding a Fund Tag
- Go to Admin/Acquisitions Administration/Fund Tags
- Click on New Fund Tag
- Select the Fund Tag Owner from the drop down
- Enter the Fund Tag Name
- Click Save
Editing a Fund Tag
- Double click on the tag you want to change.
- Make any changes
- Click Save
Deleting a Fund Tag
- Check the box on the left of the tag you want to remove
- Click Delete Selected