Tags FAQ
Updated
by
Leigh Hutchens
Q: What are tags in Quinyx?
A: Tags can be activated to help manage specific cases, such as tracking contracts or managing resource allocation. For instance, tags can be used to ensure that no more than one person is booked in an exam room at a time or to track the number of contracted hours against a specific client contract.
Q: How do I activate and use tags?
A: The module must first be turned on within the software. Once activated, you can access two additional building blocks: Tags and Tag categories.
- Tag categories: You must create tag categories before creating individual tags. These categories help organize and structure your tags.
- Tags: Tags can be created and assigned to specific categories. They can be global (applicable across all units) or specific to individual units (e.g., a particular school or department). Tags can include details like external IDs, effective dates, geographical coordinates for geofencing, and custom text fields.
Q: What are the benefits of using tags?
A: Tags help in:
- Tracking and limiting resource allocation, such as ensuring that a physical therapist can only book one exam room at a time.
- Managing contract hours to ensure that clients do not exceed their contracted time.
- Customizing tags to specific units or departments within your organization for more targeted management.
Are there any limitations to using tags?
A: Yes, there are a few limitations:
- Tags do not appear directly on time cards in the same way that cost centers or project numbers do. However, tag information can still be extracted using APIs, like the Get Payroll API.
- Reporting on tags is primarily intended for local managers and not for system-wide administrative reporting. The tags follow-up in the Analytics tab is designed to help local managers track scheduled versus worked hours for specific tags.
How can I use tags in reporting and analytics?
Once enabled, tags can be used in the analytics tab under "Tags follow up." This feature allows local managers to:
- View the number of hours scheduled versus the hours worked for a specific tag.
- Track variances in hours, and if a budget is assigned, monitor how much of the budgeted hours have been used.
Is there anything else I should know?
A: While using tags is great for managing specific use cases, they may not meet all needs perfectly. However, they offer a flexible and customizable way to manage resources, contracts, and other key elements in your organization.
Read more about tags:
