Tags are pre-defined words or phrases that can be used to flag or mark an in process MOC. This allows you to track MOCs with certain characteristics.
Below are guidelines for Tags
- Only MOC Power and Super Users can see and configure settings including tags.
Examples: high, medium or low priority, on-hold, capital, expense, waiting for shutdown, waiting for capital, etc.
- The ability to view tags in divisions outside of a user's default division is determined by organization permissions.
- The Settings > Tags screen allows you to create such tags. You can create tags using words, phrases, numbers or alphanumeric text.
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A tag can be entered for an in process MOC in new, evaluation, or Collaboration stages, using the Save or Update buttons near the top of the form.
Once an MOC is in Approval or any subsequent stages, the Update button is no longer available.
- For finding MOCs with certain tag values, use filters or reports (specifically, MOC Details custom report). This will allow you to track such MOCs, provided that the tags are consistently applied.
How to Create Tags
- Navigate to Settings > Tags in the MOC module menu.
- Select New from the toolbar. The tag information form will display all available fields to complete.
- Enter the name of the route in the Tag Name field.
- Description is an optional field that can be used to further describe the route. Enter a description, if necessary.
- Ensure Company, and Division are correct.
- Ensure Active is checked, making the new route available for use once completed.
- Modify the Active and Inactive dates, if necessary.
- Select Save on the toolbar. The new tag has been added to the list and is available for users to select.
If you want to make the Tag division-specific, select the Division. If you want to make the tag company-wide, leave the Division field blank.
Effective the active date the tag will be available to for users to select. Effective the inactive date the tag will be unavailable for users to select.
How to manage an existing Tag
Follow the steps provided below to update an existing tag for a division.
- Navigate to Settings > Tags in the MOC module menu. The tags already available in the system will display.
- Select the tag that needs to be updated.
- Modify the fields that need to be changed. To inactivate a tag, uncheck Active from the tag Information form.
- Select Update on the toolbar to update the tag with the modifications that were made on the tag Information form.
- To delete a tag, select Delete on the toolbar.
- Then select Ok when asked "Are you sure you want to delete?" from the pop-up message.
If the tag has been used in an MOC it cannot be deleted but it can be inactivated.