Considerations and Best Practices

Things to Consider

  • Required User Permissions

  • 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.

What are tags?
Configure Tags