Configurar tags para planejamento de recursos

Fundo

Tags são critérios específicos que podem ser adicionados a pessoas e projetos no Planejamento de Recursos. As tags podem ser filtradas para ajudar você a organizar e localizar rapidamente pessoas e projetos que correspondam a esses critérios.

Things to Consider

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.

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click the Configure Settings Icons Settings Gear icon.

  3. Click Tags.

  4. Optional: To group tags in categories, click the Group Tags in Categories? toggle ON.

    1. To create a new tag Category, click New in the 'Categories' section.

    2. Enter the Category Name.

    3. Click Save.

  5. In the Tags section, click New.

  6. Configure your tag with the following properties:

    1. Name*. Enter the name of the tag.

    2. Color. Enter the color of the tag.

    3. Require Expiration Date. Mark this checkbox if the tag requires an expiration date.
      Note: If requiring an expiration date, the expiration date needs to be added when adding the tag to a person's profile. This is commonly used to track a person's certifications. For more information, see How do I use tags with expiration dates?

    4. # Days Warning Ahead of Expiration. Enter the number of days in advance the person will be notified when their tag is expiring.

    5. Globally Accessible to All Groups. Mark this checkbox if you want to make this tag available in all groups. See Configure Groups for Resource Planning.

    6. Groups*. If you choose not to make the tag available to all groups, select which groups should have access to the tag.

    7. Abbreviations (5 Characters). Enter the tag's abbreviation.

    8. Categories. If you chose to categorize your tags, select the categories in which the tag should appear.

  7. Click Save.

See Also

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