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Give your Tag Category a name and add a minimum of 1 key. (Your Tag Category name must be unique.)

  1. To add a key click '+'.
  2. Key values Values and associations Associations are optional.
  3. To add additional keysKeys, enter a new key Key name and click '+'. Note that the Key Keys name must be unique.

Click the 'Save' button to save your Tag Category.

Edit a Tag

Use the symbols icons to the right of the keys to edit (pencil) or delete (trash can) an existing key, 

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  • Adding or editing equipment, without needing to navigate from the Manage Equipment to the Tag Management page.
  • Overriding default inherited tags - where a tag has been configured to be applied to all objects, under a customer, or location - any new tags will automatically be associated with that tag.
    • However, this can be overridden on the equipment level by un-associating the tag. (by clicking on the un-link icon)

External Integration via Workflows

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