Getting started
Tags are an effective way to quickly categorise or identify groups of people, items, or assets in your system.
You can make the most of the tagging feature in several ways. Once a tag is assigned to an asset, person, or item, you can use Traffio filtering tools to locate it more easily, leverage the tag for reporting purposes, or set up notifications for individuals associated with those tags.
Creating a Tag
Navigate to Admin on the side bar
Click the Tags tab
Click +New
Fill in the Tag details (name, description & identification colour)
Select what area the Tag applies to
Click Save
Applying a Tag
Navigate to where you want your Tag to apply on the sidebar (i.e. Equipment, People or Vehicle)
Select the resource you want the Tag to apply to (i.e. Equipment, People or Vehicle)
Scroll through the overview to the Tag section
Choose the Tag
Click Save
Optimise Use of Tags
Optimising your use of tags can greatly improve the organisation and efficiency of your system. By strategically categorising and managing tags, you can streamline workflows, enhance searchability, and make data analysis more effective.
Tags in Bookings
Using tags in bookings is a valuable tool for filtering and assigning the right people to a booking. For instance, you can use tags to find someone who speaks a specific language or has first aid experience, ensuring the right qualifications are met on site.
Tags in Vehicles
Using tags for vehicles is a useful tool for filtering and assigning the appropriate vehicles to a booking. For example, you can use tags to identify vehicles needing maintenance, what fleet this belongs to and any other vehicle issues, ensuring the right vehicle is allocated for the task.
Tags in Equipment
Using tags in equipment is a useful tool for filtering and selecting the appropriate equipment for a booking. For example, tags can be used to identify equipment with specific features or to mark items that are hired, ensuring the appropriate equipment is provided for the job.
