Labels: How to use them



Labels are a significant piece of PCS. These replace folders. Let's see why.

Until PCS version four, the users were able to categorize their dossiers in their folders. Generally, folders let you group dossiers for easier sorting. For example, the users were able to categorize the dossiers based on the responsible Path manager. In our example, separate folders created under Path manager John and Mike. However, there was no possibility to categorize the dossier under both path managers. This missing functionality caused problems in the past because sometimes dossiers belonged to two categories and users needed often to categorize a dossier according to different characteristics eg.: borders or meetings.  To improve sorting and classification in PCS labels are implemented since version 5. Labels have been created to replace the old folder structure. Labels provide more advanced functionality and give more freedom to the user and allow users to categorize their dossiers in more than one category

Let's see how labels work in the live system.

Labels can be found in the menu under the filters on the left of the Dashboard area. If you have created some labels it appears in the "Labels Filters" section otherwise it will be empty.


Creating a new label is easy and fast. You just need to have a table with dossiers on your dashboard. The table can be the result of the "All 2020" or any other filter that you have chosen in the dashboard, or it can be the result list of the advanced search page.

In the first column of the table use the checkboxes to select at least one dossier that you want to mark with the new label. After you selected the first dossier three new buttons show up immediately over the table: mark as unread, mark as read and label.  

Of course, there is a possibility to select all dossiers at once from the list using the checkbox in the header of the table. Once you have selected the dossier or dossiers you want to mark with a label, click on the label button and add its new label name in the text field. The system will save and add the new label to all the selected dossiers.

There is another way to create a label only for a single dossier. If you open a dossier and you are for example in basic data of the dossier, you can see the labels in the dossier header. There you can add a label in the same way as before. Click on the label and define a new label.


You can also add existing labels to a dossier by selecting an existing created one. See the screenshot above if you tick the checkbox next PCS EC Test then the dossier marked with this label too.

Multiple existing labels can be added to a dossier or multiple dossiers the same way. The label icon changes if the dossier contains multiple labels.

Removing of labels you have to follow the steps but instead of selecting existing labels you have to deselect a label by unticking the checkbox.

Clicking on any label will get you a list of the dossiers that contain that label. It is also possible to click other labels as well. The selected labels will be highlighted with the dossier. Labels can be deselected as well.

Currently, if more than one label is selected the system offers the dossier that inclusively contains any of those labels.

It is possible to share a label with your colleagues as well. Just select the label on the left side of the dashboard and at the top of the screen, you will see the share option. Click on the share button. In the pop-up window, you can select those employees or teams that you would like to share the label with. Of course, it is also possible to remove your colleagues from the sharing list.

When the label is not more useful to you, you can delete it from the system. Just select the label on the left side of the dashboard and choose the delete option on the top of the screen. It will also be removed from all the dossiers that contain that label.

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