Adding Tags to Inspections

Last updated: November 22, 2024

The PIONEER platform is all about making it easier to organize and manage your data. Introducing: Tags on Inspections.

TLDR:

Select inspections on the Dashboard. "Add/Edit Tags" on the action menu, and then filter by those tags.

Use tags to:

  • Label data your way

  • Group inspections

  • Manage milestones, sub-projects, assignments, and items needing attention

Video Walk Through

Step by Step Guidance

  1. Select Inspections to Add Tags

Note: you don't have to tick boxes, the default is to add the whole filtered set

select.png

  1. Create a New Tag

addnew.png

  1. Search for an Existing Tag to Add

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  1. Expose the Tags Column on Dashboard

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  1. See Tags on the Dashboard

viewdash.png

  1. Filter for Tags

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Alternative Path from Maps

  1. Select Inspections with the Pen

    mapselect.png

  2. Open the Table

    viewtable.png

  3. Add Tags from the Table

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