Using Tags in Engage

Tags help group related records into a consistent theme so they can be found and reported on more easily.

Quick steps

1. Open the record you want to categorise.
2. Enter the tag and press Enter.
3. Reuse an existing tag where possible to keep naming consistent.
4. Use Report Builder to report or filter by tags.

1 Tag an incident investigation

Open the incident investigation, enter the tag in Incident Tags, and press Enter. Existing tags appear as suggestions.

2 Report on incident tags

Go to Reports > Report Builder > New Report > Incidents. Add Incident Tags as a column or filter, then run the report.

3 Tag Assets and Procedures

Tags can also be added to Assets and Procedure documents. Asset tags are available in Asset reports, while Procedure tags can be searched from the employee Documents area.