Tags - Creating tags and adding them to users (optional)
William Hamdi avatar
Written by William Hamdi
Updated over a week ago

Donesafe's 'Tags' system allows administrators to add an additional level of configurability to Donesafe. You don't need to use them at all; BUT for things like designating Fire Wardens or later on when you want some more complex automations they can come in handy. They also can be added at any time so there's no pressure at all to use them now.

What are Tags?

Using the new ‘Tag’ system, you can now assign a ‘Tag’ to a user that marks them as having a ‘Special Responsibility’. This ‘Tag’ could be ‘Fire Warden’ or ‘First Aid’ BUT, it could also be something broader, such as ‘Area Manager’. Each one of these tags, when added to a user is also given a location.

In effect you’re designating a user for a particular ‘Special Role’ within a location. This special role can then be used in User Collections and Automations, AND it’s tied into a bunch of special reports to ensure that you never fall below certain responsibility levels within a location.

Again, this isn’t a ‘required’ functionality, BUT it may solve some problems you’ve been having.

Creating new Tags

As an example, let's create the tag "Fire Warden".

  1. Go to Settings > Tags and click [+Add]

  2. Give your Tag a Name "Fire Warden"

  3. Choose whether or not you'd like this tag to appear in the user directory

  4. Click [Create]

Setting a "Tag" against a user

When you "Tag" a user you are applying a tag that can be used in other systems such as reporting and automations. For this example, I'm going to set the "Fire Warden" Tag to myself for my home location.

  1. Go to Settings > Users and select the user you'd like to add a tag to. 

  2. Click on the 'Tags' tab

3. Click [+Add]
4. Select a Tag, and a location in which this tag applies, then click [Save].

5. If you need to apply this Tag to operate in multiple locations for this user, simply add another tag, and choose a different location.

And you're done! In this example, I'm now tagged as a Fire Warden for the Sydney City Office:

You can also apply tags as the result of an automation (eg; user has completed fire warden training course; add tag to user), but that's more advanced so we'll cover that later.

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