Tags are words or descriptions of a few words in company setting that can be used to enrich documentation and analytics. Tags can be used, for example, to specify safety measurement notes and thereby which type of safety issues are reported the most throughout the entire company. Tags and tag trees can be connected to various note templates, meaning that quality notes will be equipped with quality tags, and safety notes their own. Tags can be used to filter notes and provide more specific information.
Tags are managed from the company settings by the company administrators. These instructions will explain where the tags can be found and what information is already included in the General tags page.
Company administrators can access the company settings as follows:
- Company settings can be accessed either under the Admin panel under the company name
- Or by clicking under Companies
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This will open the company’s analytics view, from which you select Setting in the top menu.
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Under settings, select General tags, indicated by an arrow.
Whether the company already has tags or not, the Tags view will always have the basic tags of the system. The source of the tag is shown in the “Level” column, titled either System or Company. The system tags cannot be deleted or modified. The system tags can be used, for example, to upload documents for a project or for inspection document purposes.
Tags work hierarchically. For example, in the picture below, “Document” at the top is the highest level tag in the tag tree. The documents’ “tag tree” is linked to document uploading, so available tags when uploading a document are as shown in the picture, “Environment”, and other sub-tags under the tag tree.
Enabled means that the tags have been activated for use.
Example of how a tag is set for a document, later the tag may be used to, for example, filter documents.
Tags can also be activated for note templates.
See the next article on how to manage tags: Creating a tag tree and tags