Smart Tagging in Ifitwala Ed — When Labels Beat Fields

Smart Tagging in Ifitwala Ed

When Labels Beat Fields

Tags in the Frappe Framework are simple yet powerful. Used wisely, they can reveal hidden patterns, speed up triage, and keep your data structure light.

This page explores how to use Tags effectively in Ifitwala Ed—where they shine, where they don’t, and how to keep them clean.

---

Why Tags?

Use fields for anything that needs:

• validation
• reporting accuracy
• automation
• access control

Use tags for:

• exploratory grouping
• short-term flags
• editorial or triage purposes
• emerging categories that might stabilize later

---

1. Where Tags Add Real Value

Below are some domains in Ifitwala Ed where tagging makes everyday work smoother.

🧭 Admissions & CRM

Doctypes: Inquiry, Student Applicant

Example tags:

adm:priority-high, adm:followup-needed, adm:site-visit
adm:channel-open-day, adm:channel-website, adm:feeder-school-greenvalley

Why: Fast triage and cohort grouping without adding custom fields. Perfect for campaign tracking and quick filters like “High Priority Inquiries”.

---

💬 Student Support & Wellbeing

Doctypes: Student Log, Student Referral, Follow-Up

Example tags:

supp:confidential, supp:sensitive, supp:triage
supp:urgent, supp:parent-meeting
supp:theme-attendance, supp:theme-peers, supp:theme-academic

Why: Helps counselors slice cases by theme or urgency during team meetings. Themes evolve freely without schema churn.

---

🗓 Attendance & Schedule

Doctypes: Student Attendance, Student Group Schedule

Example tags:

att:pattern-late, att:pattern-absent, att:spike-week-42
sched:rotation-review, sched:room-constraint

Why: Temporary diagnostic tags to support analytics and timetable review.

---

📚 Curriculum & LMS

Doctypes: Program, Course, Learning Unit, Lesson, Task

Example tags:

cur:revamp, cur:pilot, cur:deprecated, cur:v2-in-draft
cur:ib-pyp, cur:myp, cur:dp
lms:needs-assets, lms:ready-to-publish, lms:qa-needed

Why: Editorial workflow coordination and curriculum framework grouping.

---

👩‍💼 HR & Staffing

Doctypes: Employee, Employee History

Example tags:

hr:probation, hr:visa, hr:coach, hr:mentor
hr:split-campus, hr:role-transition

Why: Soft grouping for HR conversations and reviews.

---

💳 Operations & Finance

Doctypes: Fees, Invoices, Ops Records

Example tags:

ops:scholarship, ops:waiver, ops:overdue-watch

Why: Tagging ongoing watchlists and campaign-linked fee waivers.

---

🌐 Website / Docs (Ifitwala Doc)

Doctypes: Feature Highlight, Hero Block, Asset

Example tags:

web:hero-candidate, web:needs-screenshot, web:localize-en-first

Why: Editorial coordination across Astro pages—no need for workflow states.

---

🧹 Data Quality & Maintenance

Doctypes: Any (during migrations or audits)

Example tags:

dq:missing-link, dq:duplicate-check, dq:to-merge, dq:legacy

Why: Flagging messy records during refactors—without schema bloat.

---

2. Tagging Conventions & Governance

---

3. Quick Wins — No Heavy Coding Needed🎯 Saved Views

Create list views with tag filters:

• Admissions — High Priority: adm:priority-high
• Wellbeing — Urgent + Triage: supp:urgent, supp:triage
• Curriculum — Ready to Publish: lms:ready-to-publish

🪄 Batch Tagging

From any List or Report view, select records and Apply Tag—ideal for campaigns or bulk follow-ups.

📦 Starter Tag Packs

Publish a “Tag Catalog” page listing official tags, grouped by domain, with short examples.

💡 Soft Automation

Tiny optional scripts that suggest tags based on fields (never force them).

Example:

// inquiry.js (suggestion only)
frappe.ui.form.on("Inquiry", {
  source(frm) {
    if (frm.doc.source === "Open Day") {
      frappe.msgprint("Suggested tag: adm:channel-open-day");
    }
  }
});

---

4. Real Examples You’ll Feel Instantly

Area	Example Use	Tags
Student Log Follow-Ups	Assemble staff briefings	supp:triage, supp:parent-meeting, supp:sensitive
Attendance Analytics	Mark cohorts before formal reports	att:pattern-absent
Curriculum Revamp	Editorial steering	cur:revamp, cur:deprecated, lms:qa-needed
Admissions SLA Watch	Visual flag (not logic)	adm:followup-needed
Docs / Marketing	Editorial tracking	web:hero-candidate, web:needs-screenshot

---

5. Guardrails — Tags vs Fields

Question	Use	Reason
Will a report or permission rely on it?	Field	Needs validation / consistency
Is it temporary, human, or editorial?	Tag	Flexible and ad-hoc
Will automations branch on it?	Field	Logic lives in schema
Unsure?	Start with a tag	Promote to field if it stabilizes

---

Next Steps

Once confirmed, we’ll prepare:

1. a Starter Tag Catalog doc,
2. Saved Views per role, and
3. optional Tag Suggestion scripts—kept minimal and efficient.

---

Smart tagging is about insight, not clutter. When used well, tags become the gentle connective tissue across your data— helping humans spot what schemas can’t yet see.