After your tagging is completed you can review entries and tags of a source/lead. The verification process can happen in different places and happen by
Verify entries through the review tab
When the primary and secondary Tagging are completed, the next tab is the review tab where you can find all the entries you’ve tagged, displayed as a type of cards where you can see and verify the excerpt, the primary and secondary tag.
You’ve verified and agree with the entry: Change the status of the entry by clicking on Verify. Tracking of the changes in entry’s status are available if you click on the envelope and access comments, you can also leave a comment to the person that has tagged or any relevant. If you want to change the status of an entry that has already been verified, you can unverify the entry by clicking on it and you must send a notification/comment to the person that has verified it the first time or any person involved in the project that seems relevant, to justify.
You want to change the primary and/or secondary tags:
- For the primary tags, you can directly edit in a pop-up that only opens the concerned category.
- For the secondary tags, you can directly change your tags by accessing the scrolling menus.
- In both sections, you can add tags by clicking on the “+” symbol that drives you directly back to the all framework in the related section (primary or secondary).
You also have the possibility while reviewing, to apply one tag (one widget’s value) to all the entries below the one you’ve selected or to all entries created. For that, you can use the two commands that appear to the right of the category names.
Verify entries directly from the Sources Table
In the list of sources, if you go to the top right of the lead you have several functionalities, one shows all the entries tagged in the source. For each entry in view, you can:
Directly review and edit the tags in the entry view (Click on “Edit tags”, access primary and secondary Tagging, change already existing tags through scrolling menu or edit in popup, or click on + and access the Tagging directly for new tags). Save your changes once done.
Add comments to an entry by clicking on comments. You open a window where actions related to the entry have been tracked and where you can add a comment and then assign it to another user of your project.
Click on “Verify” and change the entry status (either from unverify to verify or from verify to unverify with the possibility to mention the reason to unverify and flag someone to notice). The number next to the status indicates the number of times the status entry has been changed. You can track those changes in the comment section (left to the status).
Verify entries from the Entries Cards
When clicking on the Entries Cards, you access all entries related to your project in a card display. For each entry, you can click on View Tags and open an adjacent window where primary and secondary Tagging related to the entry appears. From this window, you have access to the excerpt and to all the tags related to your entry. You can review your entry and:
Change the tags by clicking on Edit Tags and access primary and secondary Tagging. You can edit your tags through (1) the popup window (next to the category), (2) changes directly in scrolling menus or other types of display available (3) by clicking on the + and directly accessing the corresponding Tagging page.
Check entry comments and track all changes and comments related to the entry by clicking on the envelope.
Click on Verify and change the entry status (either from unverify to verify or from verify to unverify. If choosing to unverify, explain the change.)