With interest tags, your users can categorize sites and investigators. They can organize
interest tags into up to three levels of categories. Study managers can also use the tags to
identify a site or an investigator for conducting a specific research study in the
future.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud or Health Cloud
User Permissions Needed
To set up interest tags:
Study Manager for Site Management
To use the interest tagging feature for sites and investigators, enable tags for the
Healthcare Facility and Healthcare Provider objects.
In the Site Management guided setup, go to Interest Tagging.
To enable topics for the objects, click Go to Setup next to Enable
Topics for Objects.
To enable interest tags for the sites, click Go to Setup next to
Enable Interest Tags.
In the Topics for Objects setup page, enable topics for the Healthcare Facility and
Healthcare Provider objects.
To create tag categories for the sites, click Create Tag Categories
next to Create Tag Categories.
Create the interest tags, and then click
Mark
Complete.
Add the interest tag component to the research study page, and then click Mark
Complete.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
