Personnel tags help you visually identify people based on certain characteristics or criteria. Tags cannot be seen by the personnel themselves. Tags have their own section in the personnel profile. 

Tags help identify workers based on specific criteria, such as their location, skills, or other relevant attributes. Tags are visible in the Personnel Profile view and Resource Pools. Tags can be used as a search criteria, allowing you to quickly find and organise personnel accordingly. 

For more information on how to create Tags:  Create Personnel Tags.

Different types of tags:

• Flag: simple tag, flag a single value
• Tag plus value: add a custom value to a flag
• Note: A text field for notes and attached documents. When you create a new Note type, you give it a name. Each note is tagged with the type name in the Notes field, along with the name of the user who added the note, and a timestamp. 

Note: The size limit for a file attached to a note is 4MB. Files attached to notes must be under 4MB.

For more information on Notes, please refer to Use Personnel Notes.

Use Personnel Tags

1. Navigate to Personnel and click on one or more personnel you want to assign the Tag. 

2. Click More and select Add Tag/Notes.

3. Click on the Tag selection drop-down box and choose the appropriate Tag.   Then, click Next. 

4. To add a tag to an individual, click on the personnel name and click on the Tags drop-down list from the personal profile.  

Search for Personnel Using Tags

1. Click on Search Personnel/Certification/Position. Then, select Tag.

2. Type the Tag name and hit enter.

Use Tags in Projects

1. From the left navigation panel, click Projects. 

2. Click on the Project Name.

3. Click on the Project Role. 

4. Click on the Filter by Tag icon.

5. Select the Tag name, all personnel with that tag will display the results. 

Updated 25 November 2024 01:44