Add Labels to a Docket

Labels are useful when organizing, managing, and filtering dockets in Virtual Superintendent.

Permissions

Most Virtual Superintendent users can add and remove labels on dockets, but to access the Dockets Setup page (Menu > Dockets Setup) where labels are created and edited, you must have one of the following permissions:

  • Admin Manager
  • Dockets Super User
Note: Subcontractor administrators with the Subcontractor Admin permission have read‑only access to filters, allowing them to filter dockets by their labels. They cannot create, edit, or remove labels.

Who Can Use Labels

Your account permissions in Virtual Superintendent determine how you can use labels:

User Role Create / Edit Labels Add / Remove Labels Filter by Labels
Head Contractors (Admin Manager) ✔ ✔ ✔
Dockets Superusers ✔ ✔ ✔
Dockets Supervisors
✔ ✔
Dockets Engineers
✔ ✔
Dockets Admins
✔ ✔
Subcontractor Admins

✔

Create Labels

To create a label in Virtual Superintendent:

  1. Sign in to Virtual Superintendent.
  2. Click Menu > Dockets Setup. The Dockets Setup page opens.
  3. Select the Labels tab.
  4. Click Add Label. The Add Label dialog opens.
  5. Type a label name into the Label field.
  6. Click the color icon in the Color field and choose from the available options. Alternatively, type a custom color by pasting a hex color code into the text field.
  7. Click Save. The new label is now available for use on dockets.

Edit an Existing Label

To edit an existing label:

  1. Sign in to Virtual Superintendent.
  2. Click Menu > Dockets Setup. The Dockets Setup page opens.
  3. Select the Labels tab.
  4. Click the label you want to edit in the grid. The Edit Label dialog opens.
  5. Update the label name or color details as needed.
  6. Click Save to apply your changes.

Manually Add Labels to a Docket

To add labels to a single docket:

  1. Sign in to Virtual Superintendent.
  2. Open the dockets page that matches your account permissions. These are listed under the Dockets section of the menu (for example, Menu > Dockets or Menu > Super User).
  3. Click an existing docket in the grid. The Edit Docket dialog opens.
  4. In the dialog title bar, click the Add (+) button to open the label list.
  5. Select one or more labels from the list.
  6. Click Apply to close the list.
  7. Click Save to confirm your changes and apply the labels to the docket.
This video demonstrates how to add labels to your dockets:

Remove a Label from a Docket

If a label has been applied to a docket incorrectly, you can remove it as follows:
  1. Sign in to Virtual Superintendent.
  2. Open the dockets page that matches your account permissions. These are listed under the Dockets section of the menu (for example, Menu > Dockets or Menu > Super User).
  3. Click an existing docket in the grid to open the Edit Docket dialog.
  4. In the docket title bar, click the three-dot menu on the label you want to remove.
  5. Select Remove to delete the label, then close the docket. The label is removed immediately. You do not need to save the docket.

Bulk Add and Edit Labels

To save processing time, you can bulk add or remove labels from multiple dockets at once.

  1. Sign in to Virtual Superintendent.
  2. Open the dockets page that matches your account permissions. These are listed under the Dockets section of the menu (for example, Menu > Dockets or Menu > Super User).
  3. From the Dockets page, filter and select the dockets you want to update using the checkboxes beside each docket you want to edit.
  4. Click Bulk Actions to open the bulk actions menu.
  5. Select Edit Labels to open the Add or Remove Labels panel.
  6. Select or deselect the labels you want to apply or remove.
  7. Click Apply at the bottom of the panel to start the bulk update.

After you click Apply, the Processing Tasks panel appears on the right side of the Dockets page.

  • Processing may take several minutes if many dockets are selected.
  • You can leave the Dockets page and continue working while the task runs.
  • When processing is complete, a notification appears on the Processing Tasks icon next to the menu.

Click the notification icon to view the details of the completed bulk edit task.

Click or tap to expand image

This video demonstrates how to bulk edit labels:

Filter by Labels

When filtering dockets by labels, several options control how the filter behaves.
Filter Option Description
Default (Any)
When multiple labels are selected, dockets only need to have one of the selected labels applied to appear in the results.
And
Displays only dockets that contain all of the selected labels.
System
Filters imported dockets. System labels are automatically applied when dockets are imported using the Excel import option.
No Labels
Displays dockets that have no labels applied, helping you identify dockets that still need to be labeled.

The following is an example of a system‑generated label:

VS XLS‑0610‑AKL

The individual components of the label represent:

  • VS - Virtual Superintendent
  • XLS - Excel file import
  • 0610 - Date the docket was generated (10 June)
  • AKL - A random identifier that ensures the label is unique

This video demonstrates how to filter by No Labels:

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