Considerations and Best Practices
Things to Consider
Autorisations utilisateur requises Planification des ressources - Autorisations
Tags can be categorized.
Tags can be assigned to people, projects, or requests.
Tags for people and projects can appear when their QR Codes are scanned.
Expiration dates, and warnings for upcoming expiration dates, can be configured with tags to alert when items such as certifications may be expiring. See How do I use tags with expiration dates in Resource Planning?
Expiration dates are only tracked for people, not projects.
For users to receive alerts about expiring tags, you must configure a notification profile and assign the profile to the user.
Example
Create tags for qualifications that people and projects need on a job site, such as an health and safety certifications or badging access. They are easy to see when scheduling and can be viewed when a QR code is scanned on a job site.
Example: Tracking Certifications
Create a certification tag that employees must have on a job site.
Configure the tag with expiration dates to track people's certifications so that they're always current.
Attach documents, like their certificate, to tag to maintain a record of the certification.
Example: Badging
Create the badging tag needed for a project (Airport, School District, etc.) and assign it to the project and to the people who are authorized to work on the project.
When filling requests for the project, filter your available people by the project's badging tag.