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Facility setup and administration · VERSION 3dfb7c9f

Create an administrative Patient tag config

Complete the required Display name, recover from its validation error and verify the saved parent tag.

Facility Admin

Open facility Tag config. Original wide synthetic Clinic tag-configuration view.1234
Recorded release 3dfb7c9f · 2026-10-19T23:12:38.061Z · 1728 × 921

Open facility Tag config

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 40a71e9faacd1ba59a7f692a3045252d36b411a953247fdd9b37eb6500c2d48d

  1. Check the Facility Admin account: The pictured account is qa-knowledge-clinic-admin in the assigned synthetic Clinic.
  2. Open Tag config: Open Tag config under facility Settings.
  3. Read the Active filter: The list is currently filtered to Active top-level tag configs.
  4. Add tag config: Open the new tag form.
Verify the newly saved parent. Original wide synthetic Clinic tag-configuration view.1234
Recorded release 3dfb7c9f · 2026-10-19T23:14:14.598Z · 1728 × 921

Verify the newly saved parent

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 3b277981d77194562bc2e42479b38fb4b261b30c2dda328cefde2557f5ac5fe8

  1. Read the saved confirmation: Tag Config created successfully is the actual result.
  2. Verify the saved parent name: Match the exact intended synthetic parent.
  3. Verify Active: The saved parent is Active.
  4. View the saved parent: Open the saved tag details.

12 of 12 content blocks have reviewed image alignment. Missing overview or prerequisite images remain open.

Before you begin

  • Use an already authenticated, authorized Facility Admin session in the assigned synthetic Clinic. The pictured existing account is qa-knowledge-clinic-admin; sign-in is a separate procedure.
    Open facility Tag config. Original wide synthetic Clinic tag-configuration view.1234
    Recorded release 3dfb7c9f · 2026-10-19T23:12:38.061Z · 1728 × 921

    Open facility Tag config

    Capture details

    Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

    Image SHA-256 40a71e9faacd1ba59a7f692a3045252d36b411a953247fdd9b37eb6500c2d48d

    1. Check the Facility Admin account: The pictured account is qa-knowledge-clinic-admin in the assigned synthetic Clinic.
    2. Open Tag config: Open Tag config under facility Settings.
    3. Read the Active filter: The list is currently filtered to Active top-level tag configs.
    4. Add tag config: Open the new tag form.
  • This isolated exercise creates an inert tag config, not a patient tag application. The example parent label is SYNTHETIC KB ADMIN TAG 3DFB 3401; use your separately assigned training label when practising.
    Review the complete parent tag form. Original wide synthetic Clinic tag-configuration view.123456789
    Recorded release 3dfb7c9f · 2026-10-19T23:13:43.611Z · 1728 × 921

    Review the complete parent tag form

    Capture details

    Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

    Image SHA-256 e36dc2b6940d774ae7d356d17cecfdef253ce9e3771a04dcffad8cf1edfb93dc

    1. Parent tag display name: The training parent is SYNTHETIC KB ADMIN TAG 3DFB 3401.
    2. Admin: Keep the approved administrative category.
    3. Patient: This parent is a Patient-resource tag.
    4. Priority 125: Review the intended numeric priority.
    5. Active: Create the parent with Active status.
    6. Training description: The description explicitly identifies inert software training.
    7. Color remains unassigned: The button still says Assign Color; this example chooses no color.
    8. No department selected: Leave the optional department selector empty for this example.
    9. Create tag config: After reviewing the intended values, create the training parent.
    Verify the newly saved parent. Original wide synthetic Clinic tag-configuration view.1234
    Recorded release 3dfb7c9f · 2026-10-19T23:14:14.598Z · 1728 × 921

    Verify the newly saved parent

    Capture details

    Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

    Image SHA-256 3b277981d77194562bc2e42479b38fb4b261b30c2dda328cefde2557f5ac5fe8

    1. Read the saved confirmation: Tag Config created successfully is the actual result.
    2. Verify the saved parent name: Match the exact intended synthetic parent.
    3. Verify Active: The saved parent is Active.
    4. View the saved parent: Open the saved tag details.

1. Open Tag config

Under facility Settings, open Tag config. Confirm the assigned Clinic and account. The pictured list is filtered to Active; No tag configs found describes that current list view.

Open facility Tag config. Original wide synthetic Clinic tag-configuration view.1234
Recorded release 3dfb7c9f · 2026-10-19T23:12:38.061Z · 1728 × 921

Open facility Tag config

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 40a71e9faacd1ba59a7f692a3045252d36b411a953247fdd9b37eb6500c2d48d

  1. Check the Facility Admin account: The pictured account is qa-knowledge-clinic-admin in the assigned synthetic Clinic.
  2. Open Tag config: Open Tag config under facility Settings.
  3. Read the Active filter: The list is currently filtered to Active top-level tag configs.
  4. Add tag config: Open the new tag form.

2. Open the new tag form

Select Add tag config. Display name is required. Review the starting Clinical category, Patient resource, priority 100 and Active status before changing values.

Open facility Tag config. Original wide synthetic Clinic tag-configuration view.1234
Recorded release 3dfb7c9f · 2026-10-19T23:12:38.061Z · 1728 × 921

Open facility Tag config

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 40a71e9faacd1ba59a7f692a3045252d36b411a953247fdd9b37eb6500c2d48d

  1. Check the Facility Admin account: The pictured account is qa-knowledge-clinic-admin in the assigned synthetic Clinic.
  2. Open Tag config: Open Tag config under facility Settings.
  3. Read the Active filter: The list is currently filtered to Active top-level tag configs.
  4. Add tag config: Open the new tag form.
Inspect a new tag form. Original wide synthetic Clinic tag-configuration view.12345678
Recorded release 3dfb7c9f · 2026-10-19T23:12:46.419Z · 1728 × 921

Inspect a new tag form

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 ba039d67be0ac6f2788418b0aede6f6eb7bf9345bbe4fe3c719046931391f786

  1. Display name is required: The asterisk marks the required tag name.
  2. Resource starts as Patient: Review the resource before creating the tag.
  3. Priority starts at 100: This is the initial value before the example changes it to 125.
  4. Status starts as Active: The new tag begins with Active selected.
  5. Description: Enter the approved training description here.
  6. Optional Color: Assign Color is available; this walkthrough leaves it unassigned.
  7. Optional Facility Organisation: Select Department is the empty optional selector in this facility form.
  8. Untouched Create is disabled: The initial unchanged form does not enable Create tag config.

3. Choose the administrative values

Open Category and choose Admin. Change Priority to 125. Keep Resource as Patient and Status as Active for this example.

Choose the Admin category. Original wide synthetic Clinic tag-configuration view.1
Recorded release 3dfb7c9f · 2026-10-19T23:12:50.701Z · 1728 × 921

Choose the Admin category

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 72f3b38046badb66f7fb8f3e0a012e6d57e0ce77732403d615db7a6bfa4c0526

  1. Choose Admin: Select the actual Admin category option.
Attempt Create with the name empty. Original wide synthetic Clinic tag-configuration view.123
Recorded release 3dfb7c9f · 2026-10-19T23:12:59.830Z · 1728 × 921

Attempt Create with the name empty

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 3c5d329a87f806c1d2e839c30987516e99d5d8b7e0d35300baaf8fa03158c8d1

  1. Admin category selected: Admin is selected for the administrative training tag.
  2. Priority 125: The example changes the priority to 125.
  3. Create with the required name empty: This example attempts Create once while Display name is still empty.

4. Read and correct the missing-name refusal

The example selects Create tag config once with Display name still empty. The form stays open and shows This field is required. Enter the required display name in the same form; a validation refusal is not a saved tag.

Attempt Create with the name empty. Original wide synthetic Clinic tag-configuration view.123
Recorded release 3dfb7c9f · 2026-10-19T23:12:59.830Z · 1728 × 921

Attempt Create with the name empty

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 3c5d329a87f806c1d2e839c30987516e99d5d8b7e0d35300baaf8fa03158c8d1

  1. Admin category selected: Admin is selected for the administrative training tag.
  2. Priority 125: The example changes the priority to 125.
  3. Create with the required name empty: This example attempts Create once while Display name is still empty.
Read the required Display name refusal. Original wide synthetic Clinic tag-configuration view.12
Recorded release 3dfb7c9f · 2026-10-19T23:13:07.920Z · 1728 × 921

Read the required Display name refusal

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 1aa27812cc894ef94649849edd3d2cf9554cabef42db9700f96bee50e1245d51

  1. Read the required-name refusal: This field is required appears beneath the empty Display name.
  2. Enter the missing Display name: Complete the required name in the same form.

5. Complete the parent details

Enter SYNTHETIC KB ADMIN TAG 3DFB 3401 and the pictured description: SYNTHETIC SOFTWARE TRAINING ONLY - inert administrative parent tag; not applied to any patient or encounter. Review Admin, Patient, 125 and Active. Leave Color unassigned and the optional Facility Organisation selector at Select Department.

Review the complete parent tag form. Original wide synthetic Clinic tag-configuration view.123456789
Recorded release 3dfb7c9f · 2026-10-19T23:13:43.611Z · 1728 × 921

Review the complete parent tag form

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 e36dc2b6940d774ae7d356d17cecfdef253ce9e3771a04dcffad8cf1edfb93dc

  1. Parent tag display name: The training parent is SYNTHETIC KB ADMIN TAG 3DFB 3401.
  2. Admin: Keep the approved administrative category.
  3. Patient: This parent is a Patient-resource tag.
  4. Priority 125: Review the intended numeric priority.
  5. Active: Create the parent with Active status.
  6. Training description: The description explicitly identifies inert software training.
  7. Color remains unassigned: The button still says Assign Color; this example chooses no color.
  8. No department selected: Leave the optional department selector empty for this example.
  9. Create tag config: After reviewing the intended values, create the training parent.

6. Create and verify the parent

After reviewing the intended values, select Create tag config. Read the success message and match the saved row name, Admin category, Patient resource, priority 125 and Active status.

Review the complete parent tag form. Original wide synthetic Clinic tag-configuration view.123456789
Recorded release 3dfb7c9f · 2026-10-19T23:13:43.611Z · 1728 × 921

Review the complete parent tag form

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 e36dc2b6940d774ae7d356d17cecfdef253ce9e3771a04dcffad8cf1edfb93dc

  1. Parent tag display name: The training parent is SYNTHETIC KB ADMIN TAG 3DFB 3401.
  2. Admin: Keep the approved administrative category.
  3. Patient: This parent is a Patient-resource tag.
  4. Priority 125: Review the intended numeric priority.
  5. Active: Create the parent with Active status.
  6. Training description: The description explicitly identifies inert software training.
  7. Color remains unassigned: The button still says Assign Color; this example chooses no color.
  8. No department selected: Leave the optional department selector empty for this example.
  9. Create tag config: After reviewing the intended values, create the training parent.
Verify the newly saved parent. Original wide synthetic Clinic tag-configuration view.1234
Recorded release 3dfb7c9f · 2026-10-19T23:14:14.598Z · 1728 × 921

Verify the newly saved parent

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 3b277981d77194562bc2e42479b38fb4b261b30c2dda328cefde2557f5ac5fe8

  1. Read the saved confirmation: Tag Config created successfully is the actual result.
  2. Verify the saved parent name: Match the exact intended synthetic parent.
  3. Verify Active: The saved parent is Active.
  4. View the saved parent: Open the saved tag details.

7. Open the saved details

Select View on the saved parent row. Verify the description, Managing Organization None and Has children No. The empty Child tags section belongs to this parent.

Verify the newly saved parent. Original wide synthetic Clinic tag-configuration view.1234
Recorded release 3dfb7c9f · 2026-10-19T23:14:14.598Z · 1728 × 921

Verify the newly saved parent

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 3b277981d77194562bc2e42479b38fb4b261b30c2dda328cefde2557f5ac5fe8

  1. Read the saved confirmation: Tag Config created successfully is the actual result.
  2. Verify the saved parent name: Match the exact intended synthetic parent.
  3. Verify Active: The saved parent is Active.
  4. View the saved parent: Open the saved tag details.
Open the saved parent and its empty children section. Original wide synthetic Clinic tag-configuration view.123
Recorded release 3dfb7c9f · 2026-10-19T23:14:23.264Z · 1728 × 921

Open the saved parent and its empty children section

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 bdfaeda486c5e993977e765e8570e16f4af852f5c8cfff2a68adf11e123c0bd1

  1. Has children: No: This parent has no child before the next lesson.
  2. No child tags found: The current parent has an empty Child tags section.
  3. Add child tag: Start a child from this exact parent.

Configuration and application are separate

The saved row is a reusable tag config. This exercise stops at its configuration and does not apply the tag to a patient or encounter.

Verify the newly saved parent. Original wide synthetic Clinic tag-configuration view.1234
Recorded release 3dfb7c9f · 2026-10-19T23:14:14.598Z · 1728 × 921

Verify the newly saved parent

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 3b277981d77194562bc2e42479b38fb4b261b30c2dda328cefde2557f5ac5fe8

  1. Read the saved confirmation: Tag Config created successfully is the actual result.
  2. Verify the saved parent name: Match the exact intended synthetic parent.
  3. Verify Active: The saved parent is Active.
  4. View the saved parent: Open the saved tag details.
Open the saved parent and its empty children section. Original wide synthetic Clinic tag-configuration view.123
Recorded release 3dfb7c9f · 2026-10-19T23:14:23.264Z · 1728 × 921

Open the saved parent and its empty children section

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 bdfaeda486c5e993977e765e8570e16f4af852f5c8cfff2a68adf11e123c0bd1

  1. Has children: No: This parent has no child before the next lesson.
  2. No child tags found: The current parent has an empty Child tags section.
  3. Add child tag: Start a child from this exact parent.

Keep the current view in mind

The initial empty message appears under the Active list filter. The new parent appears after creation; this does not show every other tag or every status.

Open facility Tag config. Original wide synthetic Clinic tag-configuration view.1234
Recorded release 3dfb7c9f · 2026-10-19T23:12:38.061Z · 1728 × 921

Open facility Tag config

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 40a71e9faacd1ba59a7f692a3045252d36b411a953247fdd9b37eb6500c2d48d

  1. Check the Facility Admin account: The pictured account is qa-knowledge-clinic-admin in the assigned synthetic Clinic.
  2. Open Tag config: Open Tag config under facility Settings.
  3. Read the Active filter: The list is currently filtered to Active top-level tag configs.
  4. Add tag config: Open the new tag form.
Verify the newly saved parent. Original wide synthetic Clinic tag-configuration view.1234
Recorded release 3dfb7c9f · 2026-10-19T23:14:14.598Z · 1728 × 921

Verify the newly saved parent

Capture details

Exact committed3dfb training profile on20 October2026 (Asia/Riyadh). Two inert administrative Patient-resource tag configs; no tag application.

Image SHA-256 3b277981d77194562bc2e42479b38fb4b261b30c2dda328cefde2557f5ac5fe8

  1. Read the saved confirmation: Tag Config created successfully is the actual result.
  2. Verify the saved parent name: Match the exact intended synthetic parent.
  3. Verify Active: The saved parent is Active.
  4. View the saved parent: Open the saved tag details.

Source evidence

Every citation uses this exact committed version. The private source repository requires access.