Tags and Tag Groups
Tags allow you to annotate case evidence and details for better organization and search.
Start using tags by navigating to the Documents tab for a selected Case.
Tag
By default, TensorCase comes with a variety of tags to help annotate common features of evidence documents. When you upload case evidence documents, you will see the tags populate in the documents table.
Tag Groups
A Tag Group groups together common tags for ease-of-use throughout the application. The 2
Tag Groups by default are: Issues and Key Topics.
Issues refers to Issue Types for investigations that classifies the specific category or nature of the alleged
wrongdoing being investigated, e.g., Harassment (Sex), Bullying / Hostile Behavior,
Retaliation, etc. Our list is always growing and you can add your own, too. Our system defines Issues
careful and adheres to workplace investigation standards.
Key Topics are common patterns found within evidence documents, e.g., Unwelcome Sexual Advance, Emotional Distress. These
patterns are often correlated with Issues and often looked for by investigators.
Currently, we only support these 2 Tag Groups, but it’s on our roadmap to release custom Tag Groups in the near future!
Create or Edit your own Tags
Click Create or Edit Option
To create of edit your own custom tags, click Create new tag or Edit existing tags under the Tags column options. They
are very similar workflows.
Configure Tag
This will trigger a popup modal like the following:
Fill out the following fields:
Tag: pick a descriptive name for the tag. Note: the name should be either unique among tag groups if assigned a tag group
or unique within the investigation it’s created. Try to avoid special characters. The better the name, the better our AI will be
able to use it.
Tag Group: (Optional) If desired, you can assign the tag to an existing Tag Group like Issues or Key Topics. Note, this will make
your tag available to all other investigations. If you want to restrict the tag to be just for the
investigation it’s being created under, select the Only this Case option.
Definition: (Optional) To enable AI based tagging, you can supply a definition or question for the tag. The
definition or question should be precise and should be able to be answered with a yes or no. You can
see definitions for our existing tags for reference. For best results, include some examples of what matches
and non-matches in the definition. If you don’t support a definition, the tag will only work manually
through users.
Submit
If you are editing a tag, then you will need to check Rerun tag for all rows if you want to re-run the
tag AI for your new changes, e.g. for updates to prompts.
Finally, click Submit. If you created a new tag or had re-run enabled, then you should see the tag matches start to populate!