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      Manage Organization: Tags

      How do I create a custom tag in RIVET?

      Contents

      Navigation

      Tag Categories

      Create New Tag

      Worker/Job Tags

      Change Tag Color

      Display Groups

      Assign Tags to Workers

      Assign Tags To Jobs

      Examples


      Navigation

      • Navigate to Manage Organization by clicking the settings gear icon in the upper right.
      • Click Tags on the left side navigation menu

      Tag Categories

      • Click Add in the upper right
      • Name the tag category
      • Click Save

      💡 Note: The tag category is broad whereas the tags themselves are more granular. For example: The tag category would be "Home City" and the individual tags would be "Detroit", "Battle Creek", "New Orleans", "Denver". 

      Create New Tag

       

      • Within the Tag Category click Add Tag to create a new tag
      • Add as many tags to a category as needed

      Worker/Job Tags

      • The icons on the right side will determine if tags in this category are attached to workers, jobs or both.
      • Hovering over each icon will display a tooltip with helpful information.

      💡 Note: The Tag Category "Shirt Size" is only going to apply to workers. Whereas a Tag Category like "Location" may apply to both workers and jobs.

       

      Change Tag Color

      • Click the color swatch next to the dropper tool
      • Choose the color to represent all the tags in this category

      💡 Note: If have a color hex code, paste it to create a custom color for your tags in this category.

       

       

      Display Groups

      • Toggle on the option to turn a tag category into a display group
      • A display group tag gives the user more control over how data is displayed and grouped in the application.
      • Once a display group, only one tag from the category can be applied to workers/jobs at any time.
      • On the Jobs Schedule and Roster Board the user is able to group their data according to Display Group tags. Effectively changing the way RIVET is laid out for the user.

      💡 Note: Examples of display group tags: Shirt size, home location, company vehicle y/n, badge access y/n . Workers or jobs can only have one of these distinctions at a time. A worker will only have one shirt size or one home location.

       

       

       

      Assign Tags to Workers

       

      • Click the worker's name to access the Baseball Card
      • Click the pencil icon to edit
      • Navigate to Tags from the header menu
      • Click the tag category to add a new tag to the worker

       

      💡 Note: If the tag category is a Display Group you'll need to remove any existing tag in that category before adding a new one.

       

       

      Assign Tags To Jobs

       

       

      1.  Click the name of a job to access the Baseball Card
      2. Click the pencil icon to edit the job
      3. Scroll down to the Tags section
      4. Click the tag category you'd like to add a tag to
      5. Save before exiting the page
         

      💡 Note: If the tag category is a Display Group you'll need to remove any existing tag in that category before adding a new one.

        

       

       

      Examples

       

      Job Tag Categories

      Worker Tag Categories

      Location

      Shirt Size
      Badge Required Y/N? Willing to work OT?
      PPE Required?

      Willing to travel?
      Compressed Schedule Phone Allowance Y/N?
      4/10s Gas card allowance Y/N?
      Project Manager Local