Our Shift tagging feature enhances your ability to categorise and organise your Shift Records, promoting efficiency and clarity in your workflow.
With searchable tags, finding specific Shift Records and generating reports is more effortless and streamlined.
Keywords (up to 250 characters) can be created, edited and deleted by anyone with Office User, Project Administrator or Workspace Administrator permissions.
Step-by-step Instructions
How to create a Shift Tag
Navigate your way to the Shift Planner or Shift Records screen.
Click the small three dots and select “Edit Tags”.
Select “CREATE NEW TAG”.
Enter the tag in the “Tag Name” field and select “Create New Tag”.
The new Shift Tag will now be available to assign to all the Shifts you desire on both the Shift Planner and Shift Record screen.
How to assign a Shift Tag
Navigate your way into the Shift Planner or Shift Record screen.
Click the three small dots and select “Edit Tags”.
Search and / or select the tags to be added to the Shift.
To remove, simply uncheck the tags.
Select “SAVE” to complete the Shift Tagging.
How to organise a Shift Record by Shift Tagging
Navigate your way into the Shift Records screen.
Select the filter icon in the table header.
Check/uncheck the relevant Shift Tags.
Select “SAVE” to complete the filtering.
How to organise a Shift Report/ Summary Report by Shift Tagging
Navigate your way into the Project Reports screen.
Click into Shift Reports or Summary Reports- depending on what you need.
Select the filter icon in the table header.
Check/uncheck the relevant Shift Tags.
Select “SAVE” to complete the filtering.
Series
Shift Tagging ⬅️ You are here
How to complete a Shift Record when possession spans multiple shifts?
How do we capture weather data with an API?
London Underground Access Information
What are the different types of Shift Record status?