Tags

About Tags

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. Examples of tags: high, medium or low priority, on-hold, capital, expense, waiting for shutdown, waiting for capital, etc. The Settings > Tags screen allows you to create such tags. You can create tags using words, phrases, numbers or alphanumeric text.

A tag can be entered for an in process MOC in new, evaluation or collaboration stages, using Save or Update buttons near top of the form. Once an MOC is in approval or any subsequent stages, the Update button is no longer available, and only selected fields can be updated using individual Update links next to such fields. Tag is one such field, and it can be entered or updated any time with a reason for change in the tag value.

For finding MOCs with certain tag values, use filter or reports (specifically, MOC Details custom report). This will allow you to track such MOCs, provided that the tags are consistently applied. 

Only MOC power users can see and configure tags.

Note:Tags can be either division specific or company-wide.

How to Create Tags

Step

Action

1

Navigate to Settings > Tags in the MOC module menu.

Result: The tags already available in the system will display.

2

Select    from the toolbar.

Result: The Tag  Information form will display all available fields to complete.

3

Enter the name of the route in the Tag Name field.

4

Description is an optional field that can be used to further describe the route. Enter a description, if necessary.

5

Ensure Company, and Division are correct.

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.

Note: Routes are created and saved at the division level.

6

Ensure Active is checked, making the new route available for use once completed.

7

Modify the Active and Inactive dates, if necessary.

Result: 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.

8

Select    on the toolbar.

Result: The new tag has been added to the list and is available for users to select.