Summary

Tags are reusable labels your organization defines to categorize shipments and related records. Tags help teams organize, filter, monitor, and triage shipments consistently across workflows.

Tags can be:

• Grouped for easier browsing

• Reused across many shipments

• Applied automatically or manually

• Used with filters and saved views

What Tags Are

A tag is a named label attached to shipments and, depending on your configuration, related setup profiles. Tags belong to your organization and are intended to provide a shared operational vocabulary across teams.

Examples might include:

• Clinical

• Commercial

• High Priority

• LATAM

• EU Distribution

Tags may be organized into groups such as:

• Program

• Geography

• Priority

• Customer

Tags that are not assigned to a group appear as ungrouped.

Tags can also include colors to improve visibility in shipment lists, filters, and dashboards.

Why Use Tags

Tags help teams quickly organize and monitor shipments without changing integrations or core shipment identifiers.

Filtering and Saved Views

Use tags to narrow shipment lists without relying only on:

• Order numbers

• Tracking numbers

• Free-text search

Teams can build saved operational views around commonly used tags.

Shared Operational Language

Tags create a consistent vocabulary across:

• Operations

• Logistics

• Quality

• Management

For example:

• Clinical vs Commercial

• Region-specific programs

• Priority classifications

Standardized Shipment Setup

Tags can automatically flow from:

• Product profiles

• Lane profiles

This helps maintain consistent categorization across shipments while still allowing shipment-level adjustments where needed.

Reporting and Triage

Many organizations use tags as a lightweight way to:

• Monitor live traffic

• Segment completed shipments

• Prioritize operational review

• Support escalations

Best Practices for Tag Governance

Define Group Structures First

Before creating many tags, align on group categories such as:

• Program

• Geography

• Product type

• Clinical vs Commercial

This helps avoid large numbers of ungrouped or duplicate tags.

Use Simple, Stable Labels

Prefer:

• Short labels

• Common operational terminology

• Names teams recognize during escalations and live operations

Use Profile-Level Tags for Standardization

When tags consistently apply to a:

• Lane

• Product

• Program

prefer configuring them at the profile level rather than manually assigning them shipment-by-shipment.

Treat Delete as Destructive

Deleting a tag removes it organization-wide.

Before deleting:

• Confirm the tag is truly deprecated

• Communicate changes internally if needed

Who Can Configure and Use Tags

Administrators

Administrators typically manage organization-wide tagging configuration, including:

• Creating tags

• Editing tags

• Deleting tags

• Organizing groups

• Reorganizing tags between groups

Members

Members typically:

• Browse available tags

• Apply tags to shipments

• Remove tags where permitted

Access depends on your organization’s permission model.

Access Visibility

Your organization controls whether users can access:

• Tag management

• Tag configuration

• Tag assignment interfaces

If you do not see tagging features, contact your CONTXT administrator to confirm:

• Your role permissions

• Your access group capabilities

How to Create and Organize Tags

Create a Tag

Administrators can create tags from the organization’s tag management area.

When creating a tag:

1. Enter a tag name

2. Optionally assign it to a group

3. Select a color if supported

When a new tag is created and assigned to an existing lane, the tag will only apply to shipments created moving forward. Previously created shipments are not retroactively updated with the new tag.

Validation Rules

The platform prevents:

• Blank tag names

• Duplicate tag names

• Duplicate group names within the same organization

This helps reduce accidental naming collisions.

Search Existing Tags Before Creating New Ones

Organizations with large tag libraries can use search to:

• Find existing tags

• Avoid duplicates

• Reuse established naming conventions

Grouping and Organization

Administrators can:

• Move tags between groups

• Ungroup tags

• Reorganize categories over time

This helps maintain a cleaner and more manageable tagging structure.

Updating and Deleting Tags

Updating an Existing Tag

If a tag is on an existing shipment, the name will update on those past/current shipments.

Deleting Tags

Deleting a tag is organization-wide and impacts all associated records.

Deleting a tag removes it from:

• Shipments

• Profiles

• Related records

It does not remove the tag from only a single shipment.

Best Practice

If you only want to remove a tag from one shipment:

• Remove the tag from that shipment directly

• Do not delete the organization-wide tag

How Tags Get Applied to Shipments

Automatic Carry-Down

In many configurations, tags automatically apply from:

• Lane profiles

• Product profiles

This helps maintain consistent shipment categorization across standardized workflows.

Manual Assignment

Users may also manually add or remove tags during:

• Shipment creation

• Shipment editing

• Shipment details review

Typical workflow:

1. Open the tags selector

2. Search the tag catalog

3. Select one or more tags

4. Remove tags using the clear/remove option

Multiple tags are typically supported unless restricted by your organization’s process.

Tags in Temperature Release

Temperature Release workflows may allow users to:

• Add tags

• Remove tags

• Modify tags

depending on:

• Organization rules

• Workflow permissions

• Quality process configuration

Tag Automations

Some organizations configure workflows that automatically assign tags based on:

• Regions

• Shipment attributes

• Lane attributes

• Standardized naming rules

Availability depends on your organization’s rollout and automation configuration.

Frequently Asked Questions

I Get an Error That a Tag or Group Already Exists

Someone in your organization has already created that name.

Try:

• Searching the existing tag library

• Reusing the current tag

• Renaming after internal alignment

I Do Not See Any Tag Management Screens

Your access group may not include tagging capabilities.

Contact your CONTXT administrator to verify:

• Role permissions

• Feature access

A Shipment Is Missing Expected Tags

Verify:

• The selected lane

• The selected product

• Integration behavior

• Workflow automation rules

If tags still appear missing, contact support with:

• Approximate shipment time

• Shipment reference

• Relevant screenshots if available

How to Create a New Tag

To Manage Tags, first Navigate to Configuration in the main menu, then select Tags.

Create Tag Groups

1. Select the New Group button on the top of the screen.

   

2. Enter the name of the group, select a color to represent for tags in that group, and then click the check mark button to create the group.

Create Tags

1. Select the + New Tag Button on the top right of the screen.

   

2. Enter the name of the Tag and Select the Color to display with the tag. Then click on the check mark icon on the right of the screen.

   

Edit Tags

1. To edit a tag or a group click on the icon with three dots on to the right of the appropriate row item.

   

2. Click edit tag, or edit group (depending on which you select) to update the Tag

3. To Move a tag to a Group, select Move to Group, and then select the appropriate group.

   

4. By clicking on View Assigned entitites, you can see the Product Profiles, Lane Profiles, Notification Profiles, and User Groups that include this tag.

   

5. Click Delete to remove the Tag or the Group you selected. You will be ask to confirm. Please note, this will detach the tag from all the assigned entities.

   

Support

For assistance with:

• Tag configuration

• Tag governance

• Organization-wide tagging strategy

contact:
support@paxafe.com

This is the place to start with creating, editing, and managing tags.