View, Add, or Edit a Tag Follow

Overview

Tags allow assets or operators to be assigned to various groups rather than just living within a single branch within the hierarchy. Once tags are created, use tags to filter maps, the Fleet Status page, as well as alerts and reports.

For example,

• Assign asset types to your assets
  • A mixed fleet may want to create a tag for "Construction" and another for "On-Road" 
  • This allows filtering on the map and reporting metrics by asset type as well as by branch.
• Assign qualification tags to operators
  • A fleet may want to create a tags for "Class A CDL," "Class B CDL, and "Class C CDL." Or, perhaps a fleet may create a "MSHA" tag for operators who have the certification to work at a mine site.
  • This allows a user to filter the map from a dispatching perspective to display all working operators on the map that meets the qualifications to be dispatched out to an emergency job site in order to complete the work at hand.

Table of Contents

• View Tags
• Tag Navigation Overview
• Create a Tag
• Edit a Tag
• Filter Map by Tag
• Run Reports by Tags

View Tags

To view Tags, follow these steps:

• In the left-hand navigation, select the "Administration” service module.
• In the top navigation, select "Branches & Tags"
  • In the dropdown menu, click "Tags"

Please note, if you do not see the Administration module, you will need to contact an Administrator. Only Account Administrators and Administrators can change your permissions.

Assigning existing Users the Global Settings Permission:

1. Within IntelliShift, click the "Administration" service module.
2. Within administration, click "Users" in the top navigation bar.
3. Select the user from within the list and click the edit pencil icon to the right of their name.
4. Within the edit window, scroll through the list of permissions.
5. Toggle on the setting “Global Settings.”
6. Click "Save."

Tag Navigation Overview

To view a tag, select a tag in the left-hand panel. Within the tag view, you can

• Filter or search for a tag (1)
  • Click on a tag within this panel to view the branch details.
• Add a new tag (2)
• View a selected tag's name and notes (3)
  • Add a child tag, edit the tag, or delete the tag (4)
• View and add assets to the tag (5)
• View and add operators to the tag (6)

Create a Tag

To create a tag, follow the steps below.

Edit a Tag

To edit a tag, follow the steps below.