How to set up TAGS with / without approval process
The Tagging feature can be used to categorise and restrict access to groups of SOPs.
The Approval Process feature enables you to prevent documents from going live until they have been approved by the appropriate personnel. When set up, approvers received notifications and emails advising them that a document requires assessment for approval / rejection. This feature is essential for organisations operating a formal Quality System.
Tags are useful by themselves but are almost essential when the approval process is enabled, as they enable customer approval processes to be set up for different type of tagged document.
Tags can be used to filter on the dashboard on web as well as mobile.
You need to be logged in as an admin. Then go to Settings. We are going to set up tags first.
Turn the 'Enable / Manage Tags' toggle to ON in Tag Management.
Tags can be added or edited here
To Manage Access to Tags go the Settings / User Admin - where Team Members / Admins Tag access can be controlled
Click the "3 Dots" on any user to "Manage Tags" (this is the tags they can access)
Select ALL / or a selection of individual tags that the user can access
SOP Tags can also be managed within the document editing process in web or mobile.
Or from the 3 dots of the SOP dashboard listing in web or mobile.
In Advanced Settings, toggle Approval Process for SOPs; approvals are not essential for kanbans in most organisations.
Add Approvers to your Process by going to User Admin / Approvers.
Approver Tags can be managed from the 3 dots on the User listing.
CONGRATULATIONS - THAT'S YOU ALL SET UP!
