Tags for Requisitions (User Guide)

1. Introduction

• Feature Overview:

  The “Tags for Requisitions” feature allows Office users to organize, categorize, and filter requisitions using customizable labels. Users can create tags, assign them to individual requisitions, and filter the Requisitions table to quickly find what they need.

• Key Benefits:

  • Easily categorize REQs by urgency, assigned purchasing agent, job phase, department, or custom internal workflows.
  • Improve visibility and efficiency in managing large volumes of requisitions.

2. Getting Started

• System Requirements/Prerequisites:
  • This feature is only available to Office users (Field users do not have access).
  • Anyone who can view the list of Requisitions in the Office view can view the associated Tags.
• Accessing the Feature:
  • From the Requisitions Table:
    • Navigate to the “Requisitions” tab in the left-hand sidebar.
    • In the table view, you can see any assigned tags. To assign a tag, click on any REQ to open the detail panel or the full REQ page.
  • From a REQ Detail View:
    • Tags will appear at the top of the REQ header, near the title and job info.
    • A dropdown menu allows for viewing, assigning, or managing tags.

3. How to Use the Feature

Step-by-Step Instructions:

Creating a New Tag:

• 1. Open any REQ in the Requisitions table.
  2. Click the “+ Add Tag” button near the top of the REQ.
  3. Select “Create New Tag”.
  4. Choose a color and name your tag (e.g., “Hot Material” or “Wire”).
  5. Click “Create”. Your tag is now available to assign to any REQ.

      

  
  

  Assigning Tags to a REQ:

  1. Open the desired REQ.
  2. Click “+ Add Tag”, search for existing tags or click to add a new tag.
  3. Tags are saved automatically once selected.
  4. Alternatively, you can add tags to REQs in the Table view of all Requisitions
  5. 

  Viewing Tags on REQs:

  • Tags appear in:
    • The REQ table (new column)
    • The REQ detail view

  Filtering by Tag:

  1. Go to the Requisitions table view.
  2. Click on “Apply Filters”.
  3. Choose one or more tags under the “Tags” filter.
  4. The table will refresh to show only REQs with those tags.

  Editing or Deleting Tags:

  1. Click “Manage Tags” from any tag dropdown.
  2. Select the pencil icon to rename or recolor a tag.
  3. Click the “Delete” action icon to delete a tag.
  4. Confirm deletion. This will delete the tag entirely, and any REQs that have that tag assigned will no longer have this Tag.

  

  Removing a Tag from a REQ:

  • Click the “x” on the tag in the REQ detail view. Changes are saved automatically.

4. Advanced Features/Customization

• Customization Options:
  • Tags are fully customizable with names and color coding.
  • Tags are unique to Requisitions and are not shared with PO or Warehouse tags.
• Pro Tips:
  • Use color consistently across categories (e.g., Red for “Hot”, Blue for “Wire”).
  • Short, specific tag names work best (under 30 characters).
  • Combine filters (tags + job name) for advanced search capability.

5. Troubleshooting

• Common Issues:
  • Can’t find tag filter option? Make sure you're in the REQ table view in Office mode.
  • Tag not saving? Ensure you’ve entered both a name and selected a color.
  • Duplicate tag error? Each tag name must be unique within your organization.
  • Can’t see tags in the field? Tags for Requisitions are not accessible to field users on mobile or web at this time.