In this article, we'll walk through:
- The benefits of Event Labels
- The structure of Event Labels
- The abilities and limitations of Event Labels
After reading this documentation, you will:
- Understand how Event Labels work
- Understand how you can use Event Labels
- Understand what you can and can’t do with Event Labels
Event Label basics
Event Labels allow coaches to categorize information about an event, making it possible to collect and track data for those types of events.
After an event has occurred, coaches can Add labels to that event in the Timeline. They can select from the label options predefined in Workshop. Once added to the event, coaches can also Edit those labels in the future, as well as input a label selection they had previously left empty.
Currently, the event types supported by Event Labels are Calls and Visits.
Event Labels in Workshop
Event Labels can be made for each Profile type, but its not currently possible to make multiple versions of Event Labels for the same combination of event and Profile types.
For example, for a “patient” Profile and “call” event, you may only create one instance of Event Labels for “Patient Call.”
Once created, Event Labels cannot be deleted. However, they can be edited or deactivated. “Deactivating” Event Labels hides them from view in the Coach Portal, for that combination of event and Profile type. Data associated with deactivated labels will always be accessible in the Analytics Dashboards and Data Exports, as well as Workshop. The activation status can be found on the Event Labels landing page in Workshop, under “Status.”
To deactivate Event Labels, click the ellipses (”...”) for those Event Labels and select Deactivate Labels. You can activate them again by clicking the same ellipses (”...”) and selecting Activate Labels.
Event Label structure
Event Labels are displayed in the Coach Portal as “sets,” which you can build or edit in Workshop. Label sets consist of 2 parts:
- The Prompt- Prompts are the text displays that guide coaches to select the appropriate option from the Label Menu.
- Label Menu Options- Label Menu options are the individual labels you create for a specific prompt. These options are display as items in a drop-down menu, following the prompt.
We recommend: The prompt should be brief, and clearly describe the kind of information coaches should expects to find in the Label Menu.
For example, if the Label Menu options are “Answered,” “Did not answer,” and “Answered, but rescheduled” the prompt could be “Did the patient answer this call?”.
Default Labels give you the option of using a predefined label set for certain Event Labels. They can be used alone, with Custom Labels, or disabled entirely.
Unlike Custom Labels, Default Labels cannot be edited. They can only be enabled or disabled for those Event Labels.
“Disabling” labels hides them from view in the Coach Portal. Data associated with disabled labels will always be accessible in the Admin Portal and Workshop.
To disable a Default Label set, click the “eye” icon for the set. You can enable it again by clicking the same “eye” icon.
Custom Labels allow you to create your own label sets.
Create Custom Labels by entering the prompt and at least 2 options for the Label Menu. You can create a maximum of 10 Custom Label sets for Event Labels, not including Default Labels. Label Menus can support up to 10 options.
Important Note: Custom Label sets and individual label options cannot be deleted once the Event Labels have been created.
Once created or saved, you cannot:
- Delete a label set
- Delete a label option
Once created, you can:
- Edit the text in the Prompt and Option fields
- Add more label options to a set
- Add more label sets to the Event Labels
- Rearrange the label set order
- Disable a label set
- Disable a label option
While label sets and options can’t be deleted, they can be hidden from view in the Coach Portal. To disable a Custom Label set, click the “eye” icon for the set. To disable a Label Menu option, click the “eye” icon for that option. You can enable them again by clicking the same “eye” icon.
We recommend: Create Event Labels with few label sets and options to start. Fewer label options makes it easier and faster for coaches to add labels, and limiting sets to the most relevant information needed reduces the risk of any future editing in Workshop, that could have been avoided.
Here are some additional resources: