Introduction to managing tags in Aquipa
Tags in Aquipa are essential tools for organising, categorising, and streamlining your data. They allow you to label and group different resources, making it easier to filter, search, and apply actions to multiple items at once. Whether you're tracking plant, managing projects, or categorising assets, tags help ensure that information is easily accessible and well-organised. This knowledge base article will walk you through the process of creating, editing, and managing tags in Aquipa, helping you make the most of this powerful feature to enhance your workflow efficiency.
Manage Tags
To manage tags in Aquipa you will need to have the required access levels. Speak to your administrator if required.
Go to Configuration panel > Tags
What can I Tag in Aquipa?
Tags can be created for Bookings, Plant, Equipment, Cases, Suppliers and Tasks. If you want to further categorise for these you can create Tag groups.
Tag Groups
Tag groups are like sub categories.
Example: If you want to categorise plant that belong to certain Depots you could create a Tag group under Plant Tags called "Depot" and then add your relevant Depot Tags to that Group.
How do I create a Tag Group?
Click 3 dots beside Plant > Add Tag Group > Name Group > Submit
Your Group will be created for Plant Tags. To add tags to that group click the drop down beside the group and click the "Add Tag" button.
How to edit and delete Tag Groups or Tags
Click 3 Dots beside group or Tag to access sub menu. The menu will give the option to Edit or Delete
How do I apply Tags?
Tag a Plant
Go to Plant Profile > Advanced > Add Tag > Choose Tag > Done
Tag Bookings
Go to Booking > Add Tag > Choose Tag > Done
Tag Tasks
Go to Task > Add Tag > Choose Tag > Done
Tag Cases
Go to Cases > Add Tag > Choose Tag > Done
Tag Equipment
Go to Equipment Profile > Advanced > Add Tag > Choose Tag > Done
Tag Suppliers
Go to My Network > Suppliers > Click the 3 dots to View Supplier > Add Tag
