Organize Attendance Tags with Merge

Tags group training sessions by topic or program, and they power filtering on the Activity page and transcript PDFs. Over time you can end up with near-duplicates like "CPR" and "CPR Training". The Merge feature cleans them up without losing any records.

Prerequisites

• You must be a Manager on the team.

Merge duplicate tags

1. Click Attendance in the top navigation (Manage view).
2. Click the Tags tab.
3. Find the duplicates with the search box if needed, then check the boxes next to two or more tags.
4. Click Merge [n] tags….
5. In the Merge tags dialog, pick which tag should be kept. The others merge into it.
6. Click Merge tags.

Every session that used the old tags now uses the one you kept, and you'll see a confirmation like "Merged 2 tags into CPR."

Rename or delete a tag

• Click Edit next to a tag to change its Name, then click Save Changes. The new name applies to every session that uses it.
• Click Delete to remove a tag entirely. This removes it from all sessions, but the sessions themselves are untouched.

Next Steps / Troubleshooting

• Tags marked Unused aren't on any session, so they're safe to delete.
• The Sessions column shows how many sessions carry each tag, which helps you decide which duplicate to keep.
• Tags are applied while logging a session. See Log an Outside Training Session for Your Team.