Facilitybot allows managers to create account tags. Account tags can be used to group account holders. Assignments, such as Request assignments and Permit to Work assignments, can then be made to a group of accounts using account tags.
Creating New Account Tags
- Log in to the Facilitybot Web Portal.
- Go to ‘Settings’ → ‘Accounts.’
- Click on ‘Manage Account Tags’ to create new account tags.
- You will be redirected to a new page to create account tags. The page shows the previously created account tags. Click on ‘+New’ to create a new account tag.
- A floating editing panel will appear where you can enter the name for the new account tag. Once entered, click ‘Submit.’
- The newly created account tag will appear back on the list. The account tag can be edited using the pen icon or deleted using the bin icon.
Tagging Accounts
Once account tags have been created, managers can then tag individual accounts to group them.
- Back on the main page, select the individual account you want to tag.
- Choose an account tag from the dropdown list.
- Once done, the individual accounts will be tagged.
