Create Personnel Tags

Create customised tags to help identify your personnel faster, add custom fields for key personnel, or flag potential issues associated with each personnel. Tags are not visible to the Personnel.

1. Open MyPass and click Settings

2. Click Tags

IP02.03_PersonnelTags_img001.png

3. Click the + button to add a new Tag

4. From the tag type dropdown, choose the data type for your tag:

  • Flag (Simple, no value) - The tag has the single value that you assign to it
  • Value (Include a single value, ie a custom field) - You can customize the value of the tag
  • Note - This adds a free text field for adding notes.

IP02.03_PersonnelTags_img002.png

5. Enter the tag Name in the field provided. 

6. Enter a tag Description (optional). 

7. Click Colour selection dropdown. Scroll down and click a Colour

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8. Click Add Tag

9. To share a tag, go to the tag to be shared and click the ellipsis (...) icon. 

10. Click Share

11. Tick the box of the affiliate to share the tag. 

IP02.03_PersonnelTags_img004.png

12. Click Next

13. Click the View radio button to let the affiliate only view the tag in the Personnel profile.

Click Edit radio button to allow the affiliate to view and modify the tag in the Personnel profile. 

14. Click Save

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