How do I create a custom tag in RIVET?
Tags
Examples
Display Groups
Tags
Note: Admin users are able to add and edit tags in the Manage Organization page.
Navigate to Manage Organization
Click Tags on the left side navigation menu
Create a new Tag Category by clicking Add in the upper right
Create as many custom tags as you need in this category
Select whether you'd like this tag applied to Jobs, Workers or both
Select if this tag category will be used as a Display Group in RIVET
Tip: Learn how to apply tags to workers and/or jobs here
Tags implemented by successful RIVET users
- Division (whether it’s “Construction”, “Plumbing”, “Electrical”. Or it could be “North”, “South” etc…)
- Special Skills (Pipefitting, tube bending, welding)
- Apprentice Level
- Metro Area
- Shirt size
- Project Manager (Job Tag)
- Availability
- Worker Rating
Note: As a default, Worker level permissions are unable to view Tags in RIVET
Display Groups
Using Display Groups in RIVET, you're able to customize how data is displayed in your organization
Note: When a tag category is used as a Display Group, only one tag from that category can be applied to a worker or job at a time. If you wish to apply more than one tag in this category to a worker or job, toggle off the Display Group option.
Once you've toggled on your Display Group and attached them to Workers/Jobs, navigate to the Roster Board
In the Job Display By drop down, select the Display Group you'd like to view your data by
Tip: You can group by your Display Group by accessing the same drop down on the Jobs Schedule view
In Manage Organization, customize the colors of each Display Group tag