Tags

A guide to Tags and how to set them up.

Tags allow bookmarking of Users, Rooms, and Corrective actions for ease of access, review, and assigning special permissions.

Tags set up is present under Data Manager

Data Manager > Tags 

Room Tags

Data Manager > Tags > Room Tags

Setup tags and assign them to Rooms to easily Search, Filter, and Export Rooms associated with a tag.

Options available under Room Tags

Create a new Room Tag using the Create New Tag button.

Creating a New Room Tag

Field	Description	Examples	Requirement
Tag Name	Input applicable Tag name	Mold, Asbestos, Laser, Explosive	Required
Description	Input applicable Tag description	Explosive, Fire Hazard, Hazardous constituents	Required
Status	Active/ Inactive	Active	Required

Action Tags

New Inspection > Corrective Action generated > Action Tag 

Action tags are not a default tag available. Please contact your account manager to turn this feature on if it is something you would like to use.

Assigning Action tags to corrective actions enables filtering and searching for "Open actions" using the Tag names. These tags can be set up for a question prior to an Inspection or an Inspector can assign them while performing an Inspection.

Action Tags set up while conducting an Inspection

Action Tags can be created at the time of setting up Inspection Questions

Create a new Action Tag using the Create New Tag button.

Creating a New Action Tag

Field	Description	Examples	Requirement
Tag Name	Input applicable Tag name	PPE, Safety Gloves, Safety cap,	Required
Description	Input applicable Tag description	Fire Safety, Electrical Safety, Personnel Safety	Required
Status	Active/ Inactive	Active	Required

Setup tags and assign them to Corrective Actions to easily Search, Filter, and Export Corrective Actions associated with a tag.

Options available under Action Tags

UserTags

User > New User > User Tags

User Tags allow users with certain roles in the application to view/edit/record data in modules of the application.

The functionality for the User tags requires additional SafetyStratus Admin configuration.

Create a new Action Tag using the Create New Tag button.

Creating a New User Tag

Field	Description	Examples	Requirement
Tag Name	Input applicable Tag name	Asset Viewer, Self Inspector, Superadmin	Required
Description	Input applicable Tag description	Can view assets, Can perform / view inspections	Required
Status	Active/ Inactive	Active	Required
Type	User, Admin	User	Required

Self Inspector Tag: General Users can perform / view inspections upon being assigned the "Self Inspector" tag.

Setup tags and assign them to Users to easily Search, Filter, and Export users associated with a tag.

Options available under User Tags