Using Tags

Using resource skill tags and assigning tags to jobs.

Using tags for resources and jobs

Tags can be used for a wide variety of purposes in Skedulo.

They are of type Humans, Assets, or Global (to be used on assets and human resource types).

Tags provide a way to easily categorize either humans (with skills, certifications, languages, etc.) or assets (such as car registration with an expiry date, machinery categories, truck type, etc.) and apply that resource assignment to jobs.

For example, a “Medical Visit” (job type) may require a resource with a Blue Card (tag).

Assigning job tags

You can add tags to jobs to define the skills that are required for that particular job. Skedulo has the concept of both Required and Weighted job tags.

If a job tag is Required a resource must have the related resource tag to be eligible for the job allocation. Where a job tag has a weighting applied (1, 2, or 3), then a resource is still eligible for allocation even if they do not have the resource tag.

Weighting is reflected as a number on the job tag record.

3 = High Priority

2 = Medium Priority

1 = Low Priority

0 = If no priority is selected and a tag is added in the web application the default value set is zero, meaning Required.


Adding Resource tags to Jobs using GraphQL

Using GraphQL to create a job with tags for resource skill requirements.

Adding Contact tags to Accounts using GraphQL

Using GraphQL to add contacts to accounts