Tags

To add a tag to an incident investigation, click on 'Complete Incident Report' next to your incident. Please note, only those that are marked as a branch H&S contact will be able to see incidents on the listing screen. To learn more about H&S contacts, please click here. 

You will find the Incident Tags on this page - if you type out your relevant tag and then press Enter, this will lock in the tag. Any tags that have been used previously will show on a drop-down if entered before to keep formatting consistent: 

To pull a report with incident tags, click on Reports / Report Builder / "New Report" / Incidents. You can then select 'Incident Tags' from the 'Columns' drop-down, and then click on 'Run Report' to pull this data into your report. You can also use the Filters to pull specific tags as required by clicking on Add Filter, selecting Incident Tags as your filter type, and specifying as needed. You will need to click on Run Report to get this to take effect. 

Similarly to incidents, you are also able to categorise Assets with Tags (to learn more about creating new assets, please click here). As per incidents, this information also pulls through on the Assets report in Report Builder:

And you can also add Tags to Procedure Documents (to learn more about adding procedures, please click here):

Procedure tags are searchable on the Documents / Procedures section of the employee bio.

If you have any other queries about Engage or Tags, please contact us at support@engagesolutions.co.nz and we will get back to you as soon as we can.