Using Tag's

Tags are most effective when they are used to group items that share a common purpose, reporting requirement, purchasing workflow, or operational function.

Before creating a new Tag, consider how you intend to use the information. A well-designed tagging strategy can make reporting, purchasing, forecasting, and day-to-day management significantly easier.

Examples of Effective Tags

Rather than tagging every item with highly specific information, focus on creating groups that will provide value when filtering data, generating reports, or carrying out bulk actions.

Example 1 - Equipment – "Propulsion" Tag

A Propulsion Tag could be applied to all equipment directly involved in vessel propulsion, including:

• Main Engines

• Gearboxes

• Propeller Shafts

• Propellers

This allows you to quickly generate reports focused on propulsion equipment, such as:

• Maintenance completed on propulsion systems during the last three months.

• Upcoming Planned Maintenance for all propulsion equipment.

• Outstanding Tasks related to the propulsion systems.

Example 2 - General Inventory – "Paint" Tag

A Paint Tag can be applied to all paint-related inventory items regardless of where they are stored onboard and how they are categorised.

This allows crew to:

• Quickly review all paint inventory onboard.

• Identify stock shortages.

• Generate paint-specific inventory reports.

• Add all paint items to a Purchase Order using bulk actions.

Other examples of this use case could include “PPE”, “Deck Supplies“ and any other logical grouping of Inventory, allowing these items to be quickly located, reported on, and ordered when required.

Example 3 - Beverage Inventory – "Crew", "Guest", and "Owner" Tags

Some vessels require purchasing and reporting to be separated based on who the inventory is intended for.

In this scenario, beverage inventory could be tagged as:

• Crew

• Guest

• Owner

When creating a Purchase Order, these Tags can be used to quickly filter inventory and allow you to bulk add the required items to a PO based on their Tag.

Top Tips

To get the most value from Tags:

• Use clear, short & descriptive names.

• Avoid creating multiple Tags that mean the same thing.

• Agree on a tagging strategy across departments.

• Review Tags periodically and remove unused Tags.

• Create Tags based on how you want to report, purchase, or manage items rather than where they are physically stored.

A small number of well-planned Tags is usually more effective than a large number of highly specific Tags.