Take the following steps to create a tag list:

1. Open a record list.
   NOTE: If you do not know how to open a record list, contact Customer Support.
2. Click to check the box next to each record that you want to be in the new tag list.
   NOTE: You can tag all records by pressing Ctrl + T or individual records by clicking to highlight a record and pressing Shift + T.
3. Click the drop-down menu on the toolbar and select Save Tagged to open the Saved Tag Records List window.
4. Click on the toolbar to open the Add Tag List window.
5. Select Program Level or User Level as the Type to Add.
6. Click OK to open the Saved Tag List Name window.
7. Enter a name for the saved tag list in the Name field.
8. Click OK to save the new tag list and close the Saved Tag List Name window.
9. Click Close on the toolbar to close the Saved Tag Records List window.