This user guide explains how to create and assign the 3 different types of Tags available in Platform. Please read the accompanying user guide What can I use the different Tags for in Platform? to understand what each Tag type can be used for in Platform.
Create a new Tag
- Navigate to Tag Management (How to access Tag Management)
- Click on the New Tag button (blue) and a pop-out Create Tag dialogue will appear
- In this dialogue you need to;
- Complete the Tag Name field
- Select the Tag colour
- Select the Tag type
- Click on the Create button (blue)
- The Create Tag window will close and your new Tag will be added to your Tag list in the Tag table (note: Tags are listed in alphabetical order)
Assigning a New Tag
A Tag can be assigned to just Assets for example or a combination of Assets, Fences or Users. In addition, Assets, Fences and Users can be assigned to multiple Tags. Make sure you read our user guide What can I use the different Tags for in Platform? to help you make the most of this Platform feature.
- Now you have created your new Tag, you will want to assign it to your Assets/Fences/Users
- Click on the Tag name to load the Tag editing screen
- Select the Tab at the bottom of the screen corresponding to what you would like to assign the Tag to (Assets/Fences/Users)
- You will see 3 buttons under the Assets and Fences tab and 1 button under the Users tab;
- Add Assets/Fences/Users (Blue) – used to assign specific Assets/Fences/Users with the Tag
- Add All (Green) – used to assign all of your Assets/Fences with the Tag
- Remove All (Red) – used to remove the Tag from all of your Assets/Fences
- To assign the Tag to all of your Assets/Fences, click on the green Add All button under the corresponding Tab
- To assign the Tag to specific Assets/Fences/Users;
- Click on the blue Add Assets/Fences/Users button on the corresponding tab
- A pop-out window will open listing your Assets/Fences/Users
- Scroll the table or use the search bar to find specific Assets/Fences/Users
- Select the Assets/Fences/Users you would like to assign the Tag to in the pop-out selection screen
- Click on the Add Assets/Fences/User button to save
- Close the pop-out by clicking the cross in the top right-hand corner or by clicking on the screen outside of the pop-out
- Once you have assigned your Tag, click the back arrow to return to the Tag Management home screen