Steps to Manage the Personnel Tags

Create customised tags to help identify your personnel faster, add custom fields for key personnel, or flag potential issues associated with each personnel. Tags are not visible to the Personnel.

Interactive Tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **


1. The first step is to open MyPass and click Settings.

Step 1 image

2. Click Tags.

Step 2 image

3. Click the + button to add a new tag.

Step 3 image

4. Click No selections to open the tag type dropdown.

Step 4 image

5. Click Flag to make the new tag simple and no option to add any value or text when added to the Personnel profile.

Step 5 image

6. Click Value to make the new tag include a single value customisable field when added to the Personnel profile.

Step 6 image

7. Click Note to make the new tag include a multiple value customisable field when added to the Personnel profile.

Step 7 image

8. Enter the tag Name in the field provided.

Step 8 image

9. Enter a tag Description (optional).

Step 9 image

10. Click Colour selection dropdown.

Step 10 image

11. Scroll down and click a Colour.

Step 11 image

12. Click Add Tag.

Step 12 image

13. To share a tag, hover to the tag to be shared and click the Ellipsis (...) icon.

Step 13 image

14. Click Share.

Step 14 image

15. Tick the box of the affiliate to share the tag.

Step 15 image

16. Click Next.

Step 16 image

17. Click Edit radio button to allow the affiliate to view and modify the tag in the Personnel profile. If not, keep the radio button in view only.

Step 17 image

18. Click Save.

Step 18 image

19. To use the tags, click Personnel.

Step 19 image

20. To add a tag to multiple Personnel profiles, click the boxes of the Personnel to select.

Step 20 image

21. Click More.

Step 21 image

22. Click Add Tag/Notes.

Step 22 image

23. Click the Tags selection to choose a tag to add to the selected Personnel profiles.

Step 23 image

24. Click a tag such as SSE to add to the selected Personnel profiles.

Step 24 image

25. This tag is a Value type which has a single value customisable field. Enter the optional SSE Reference information in the field provided.

Step 25 image

26. Click Save.

Step 26 image

27. To add a tag to an individual Personnel, click a Personnel such as Adriane Jones.

Step 27 image

28. Click the Tags section dropdown.

Step 28 image

29. Click the selection of tags to add it to the Personnel such as Subcontractor tag.

Step 29 image

30. Click Save.

Step 30 image

31. The added tags are shown in the tags section of the Personnel profile.

Step 31 image

32. In the Personnel list, the added tags are shown beside the Personnel's name as a tag icon.

Step 32 image

33. Hover over the tag icon to view the tag's name.

Step 33 image

34. To search for Personnel using tags, click the Search field.

Step 34 image

35. Click Tag from the search options.

Step 35 image

36. Enter a tag name.

Step 36 image

37. Click the tag name in the result field such as SSE.

Step 37 image

38. The Personnel with the selected tag, SSE, will be displayed.

Step 38 image

39. To use the tags in Projects, click Projects.

Step 39 image

40. Click the Project name.

Step 40 image

41. Click the Project role.

Step 41 image

42. Click the filter by tag icon.

Step 42 image

43. Click the tag name to be used.

Step 43 image

44. Personnel with the tag selected will displayed in the bucket.

Step 44 image

45. That's it. You've now managed personnel tags!

Step 45 image