There are two mechanisms that be utilised, depending on the setup of the form:

• Tagging on a per-entry basis
• Tagging on a per-category basis

Fundamentally, the key distinction lies in the setup of Entry Forms. Some forms restrict entries to a single Category, while others allow submission into multiple Categories on the same Form. Each approach has its advantages and disadvantages, necessitating different workflows.

How to Create Tags on a per-Entry basis

This approach is useful if the tag applies to the whole Entry and all of the Categories in which the Entry is entered. It is especially recommended when if the Entry is in multiple Categories, as the tag will be relevant to each of them. This approach leverages the Question functionality, enabling Admins to configure various questions to report tags based on their needs.
Before taking this approach, it is crucial to think about the application of tags. For example, if you plan to apply multiple tags through checkboxes or a series of tags using different drop-downs. There is no hard and fast rule and you should build the Questions to suit your purposes. One key consideration is that each Question will create a new column on the Admin Entry List, that can be filtered and reported, whereas multi-selects will batch all of the tagged answers into a single column.

To create the questions:

1. Log into the Admin Interface
2. Go to Awards & Projects > Select Award > Overview > Form Setup/Question List
3. Click Add to create a new question
4. Update the settings and click Save when done. For more information about creating questions read the Question List Guide

When setting up the Question there are a few things to consider:

1. Question type – there are no restrictions as to which question types can be used. Generally it is assumed that the tags will be predefined. Therefore, using a Select Question is typical, but there is nothing to stop a textbox being used where Admins can provide a unique value or a date.
2. Positioning – make sure the Question is positioned so that Admin Users can easily locate it and update. If you have several Admin-only Questions, it would be best to group them in a section at the top or the bottom of the form.
3. Visibility – generally Admins will not want Entrants to see the answers, so it is advised to make them visible only to Admin Users.
4. Column on Entry Checking page – most likely Admins will want to be able to review and filter, so set the Question to appear on the Entry Checking page.

How to Create Tags on a per-Category basis

While creating tags directly on the Entry Form is a potent tool, it falls short when a tag needs to be specific to a particular Category. For instance, consider an Entry Form that allows an Entry to be submitted in multiple Categories. If an Entry is nominated in one Category but not in others, tagging it as nominated implies it’s nominated in all Categories. Creating Category-specific entry tags might result in a lengthy drop-down list and pose issues if the Entry is nominated in multiple but not all Categories. Consequently, there is functionality that allows Admins to tag individual Categories. The initial step involves creating the tags, followed by applying them to the respective Categories:

1. Log into the Admin Interface
2. Go to Awards & Projects > Select Award > Overview
3. Scroll to the Options section and enter a comma separated list of tags in the Nomination Tags text area:
   1. Tag 1, Tag 2, Tag 3, etc.
4. Click Save
5. Go to Actions>Nominations
6. Here each nomination (Category) will have a drop-down with the created tags
7. Select the relevant tag for each nomination as required
8. The table will autosave

Note – The saved tags will appear in a table below the text area. Admins can deleted tags at any stage.

This guide explains where tags appear in the system and what each tag means.

Where Do Tags Appear?

Tags are used across different areas of Nucleus to indicate statuses and help Users quickly understand key information. They appear in the following sections:

• Invoice List – Displays payment statuses and Credit Notes.
• Entry List Table – Shows the progress of Entries and highlights issues that need attention.
• Awards & Projects Page – Provides information on Award Statuses.
• Media Items Page – Displays the status of uploaded Media Files.

Each tag is colour-coded for quick identification. Below is a breakdown of where tags appear and what they mean.

Invoice List Tags

Please follow these instructions to locate these tags:

1. Log into the Admin Interface.
2. Navigate to Awards & Projects.
3. Select the relevant Award.
4. Go to Overview > Invoices.

Tag Colours & Meaning

• Credit Note – Yellow (A financial adjustment has been applied).
• Unpaid – Orange (Payment is still outstanding).
• Paid Offline – Green (Payment has been manually confirmed).
• Paid Online – Green (Payment has been processed online).

Admin Status Column Tags in the Entry List Table

The Entry List Table now includes an ‘Admin Status’ column, where tags automatically update based on Admin actions. These tags help track each entry’s progress, issues, and final outcome. To find them:

1. Log into the Admin Interface.
2. Navigate to Awards & Projects.
3. Select the relevant Award.
4. Click on View Entries.
5. In the Admin Status column, status changes update automatically based on the actions taken.

Tag Options & Meaning

• Problem – Red (If the entry has one, or more, questions marked as a Problem and no Flag Issue/Pending)
• Query – Orange (If the entry has one, or more, questions marked as a Query and no Problem/Flag Issue/Pending)
• In progress – Blue (If the entry has answers marked as Checked Ok or Corrected and is submitted)
• Complete – Green (If the entry has answers marked as Checked Ok or Corrected and is approved)
• Flag Issue – Yellow (If the entry has one or more answers marked as Flag Issue and no Pending)
• Pending – Turquoise (If the entry has one or more answers marked as Pending, overrules any other colour)
• New – Teal (Apply if the entry has no flags applied, and Admins haven’t checked it yet.)
• Unsuccessful – Grey (If the entry is Unsuccessful)
• Deleted – Pink (If the entry is deleted)

Tip for Admins: You can search by tag directly in the CMS (for example, typing “entry list tag: pending” or “entry list tag: problem”). This allows you to quickly filter and review entries by status, making it easier to identify which need attention. From there, you can update and personalise the status as appropriate.

Entry Status Column Tags in the Entry List Table

Entry Status tags provide a visual summary of a submission’s status, allowing Admins to quickly assess each item. To change a status, click on the coloured tag – this will open a drop-down menu with available options. Follow these steps to locate and edit the tags:

1. Log into the Admin Interface.
2. Navigate to Awards.
3. Select the relevant Award.
4. Go to Overview > Entries.
5. To edit the Entry Status, locate the relevant Entry.
6. Click on the coloured Status tag to open the drop-down menu.
7. Select the appropriate Status from the list.
8. The tag will update immediately to reflect your selection.

Tag Colours & Meaning

• Submitted – Blue (The item has been submitted for consideration.)
• Unsubmitted – Grey (The item has not yet been submitted.)
• Approved – Green (The item has been reviewed and approved.)
• Unsuccessful – Red (The item did not meet the criteria or was rejected.)

Entry ID Column Tags in the Entry List Table

This column shows entries ID, alongside their payment status, provided that the Award accepts payments. In this column, the tags are applied to the payment status. To view this column simply follow the step by step of the previous paragraph.

Tag Colours & Meaning

• Uninvoiced – Grey (The entry is either submitted or unsubmitted, and an invoice was not yet generated)
• Unpaid – Orange (The entry has been submitted, an invoice has been generated, but it was not yet paid)
• Paid – Green (The entry has been submitted, the invoice was generated and paid)

Tags in the Question List

In addition to appearing within individual entry questions, tags now also appear on the Form Setup page, under the Question List. This allows Admins to quickly identify certain characteristics of each question at a glance.

Where to View Tags

1. Log into the Admin Interface.
2. Navigate to Awards & Projects.
3. Select the relevant Award.
4. Go to Overview.
5. Select Form Setup tab.

Tag colours & Meaning

• Personal Data – Orange
• Multi-Part – Light Green
• Read Only – Pale Teal
• Question Deleted – Pink
• Admin Only – Grey
• BAFTA View Mapping – Bright Aqua
• API Field – Lavender Blue

Question Tags in the Entry Edit Page

The rules for the Admin Status column come from the Entry Edit Page. Based on the action taken, a colour will be applied next to each question. To find them:

1. Log into the Admin Interface.
2. Navigate to Awards & Projects.
3. Select the relevant Award.
4. Go to Overview > Entries.
5. Choose the desired Entry and click on Edit. The Entry Edit Page will open.
6. Alongside each question, change the status you would like to apply on each question.

Tag Options & Meaning

• Unchecked – No colour
• Checked OK – Green
• Corrected – Teal
• Problem – Red
• Query – Orange
• Flag Issue – Yellow
• Pending – Turquoise

In addition to this, question tags may appear on top of each Question to highlight specific information, such as:

• Admin-Only – if that question is visible for Admins Only.
• Read-Only – if that question is Read-Only.

Award Page Tags

Tags on the Awards & Projects Page indicate the Status of the Awards itself.

1. Log into the Admin Interface.
2. Navigate to Awards & Projects.
3. Select the relevant Award.

Tag Colours & Meaning

• Award Open – Green (Accepting entries).
• Award Closed – Blue (Not accepting entries).
• Award Active – Yellow (Currently running).
• Award Inactive – Red (Not currently in use).

Media Items Tags

Tags in the Media Items section indicate the status of uploaded media files, whether they are still processing or if an error has occurred. To find them:

1. Log into the Admin Interface.
2. Navigate to the Media Items Section on the left hand menu

Tag Colours & Meaning

• Complete – Green (Successfully uploaded).
• Error – Red (Issue with the file).
• Uploading – Yellow (The file is still uploading).
• Transcoding – Yellow (The file is processing).
• Not Started – Teal (No media uploaded yet).