In this article
- Why should I use Health & Safety Tags?
- What is the process to set up Health and Safety Tags?
- How do I enable Health and Safety Features in my account?
- How do I create Tags?
- How do I add a Tag to a worker?
- How do I add a Tag to a job or template?
- How can I get notified when a will Tag expire?
Why should I use Health & Safety Tags?
You can add tags to your workers to identify them as having specialized skills or qualifications. You can also add tags to jobs and job templates so only the workers with the skills to complete those jobs can be assigned to them.
This ensures your Dispatchers only assign workers to jobs where they have the skills and qualifications required for the job. This is especially helpful when you need to meet regulatory requirements on a job that requires workers with particular qualifications.
What is the process to set up Health and Safety Tags?
There are four steps to apply a tag to a worker and allocate tags to a job or job template:
- Enable Health and Safety Features for your account.
- Create Tags for each special skill or certification.
- Attach Tags to your workers. You can attach as many tags as you like to a single worker to ensure you capture all their skills.
- Attach Tags to jobs or Job Templates that require workers with specialized skills.
These steps are described in detail below.
How do I enable Health and Safety Features in my account?
To enable Health and Safety features in your account:
- Go to Settings> Health & Safety > General.
- Check the checkbox to Enable health and safety features?
- Click Save
How do I create Tags?
You can create a library of Tags that you can apply to your workers and Jobs. The Tags represent all the skills and qualifications required in your business or industry. This might be a Practicing Certificate, Special Drivers License, or skill to operate a specialized piece of equipment.
In this example, I am creating a Tag for a First Aid Certificate. A First Aid Certificate must be renewed every two years so I will enable an expiry date for this tag.
To add a Tag:
- Click the Tags tab to open it.
- Type a Name for the tag.
- Type a Description.
- If the Skill or Certification needs to be renewed on a regular basis then click to add a checkmark in the Expires? checkbox.
- Click Save.
How do I add a Tag to a worker?
You can add as many Tags as you like to a worker. When you create a job and add a Tag from the Tag library to the job, only workers with the same corresponding Tag can be assigned to the job. In this example, I will Tag the worker with the First Aid Certificate Tag.
To attach a Tag to a worker:
- Go to Settings > Users > Users to open the User management page.
- Select the worker from the User Management list to open their User information.
- Scroll down to the Health & Safety Tags section.
- In the Add New Tag From List select the Tag you want to apply and click Add to add a new line with the Tag.
- Select an Expiry date for this worker's qualification if this is required.
- Type a Description.
- Click Update to save the Tag against the worker.
Workers with Tags are easily identified by a Tag icon next to their name on the User Management list.
How do I add a Tag to a job or template?
With Health & Safety enabled, every Job template and Job has a Health & Safety tab where you add Tags. You save Tags in Jobs and Job Templates so that only workers with the relevant skills can be assigned to these jobs. You can add as many Tags as you need for the job.
To attach a Tag to a Job or Job Template:
- Open the Job or Job Template.
- Click on the Health & Safety tab to open it.
- Select the Tag from the Add New Tag From List: and click Add.
- When you have added all the Tags required for the Job or Job Template click Create Job.
How can I get notified when a Tag will expire?
You can set up a Health & Safety Tag Expiry Alert that filters by Customers, Templates, Workers, or Groups. The Alert for Tag Expiry is called User Tags Expire in. You can set this Alert to notify you as many days as you want in advance. Find out more about this in the article How Do I Setup an Alert?