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How to Create User Tags (Employee Roles)

Ronspot’s role search feature allows employees to quickly identify and locate key personnel, such as fire marshals, first aiders, and other designated roles.


Table of Contents

  1. About User Tags
  2. Creating New User Tags
  3. Assigning Roles to Employees
  4. Filtering Bookings by Role

 

About User Tags

  • By enabling the ability to easily find individuals based on their roles, Ronspot ensures a rapid and efficient response to potential incidents.
  • Administrators can create custom roles tailored to the unique needs of their company and assign them to specific employees.
  • This search functionality isn't limited to safety roles; it also empowers employees to search for any custom role within the organization and easily locate the corresponding individuals on the map.

 

Creating New User Tags

Step 1: Navigate to 'Employee Roles'

  • Log in to the Ronspot admin panel.
  • In the sidebar menu on the left, click on Advanced Settings.
  • Under Advanced Settings, select Employee Roles.

Step 2: Click 'Add Role'

  • Click on the + Add Role button.

Step 3: Configure the New Role

    • Employee Role: Enter the name of the new role (e.g., Fire Warden).
    • Select Icon: Click on the dropdown menu to choose an icon that represents the employee role.
    • Click on the Update button to save the new role.

     

    Assigning Roles to Employees

    Step 1: Navigate to 'Employees'

    • In the sidebar menu on the left, click on Employees.

    Step 2: Click the 'Roles' column

    • Find the employee you want to assign a role to
    • In the 'Role' column, click on 0 

    Step 3: Assign Tags to the Employee

    • In the Roles section, tick the checkbox(es) next to the role(s) you want to assign to the employee.
    • Click on the Update button to save the changes.

     

    Filtering Bookings by Role

    Step 1: Navigate to 'Bookings'

    • In the sidebar menu, click on Bookings.

    Step 2: View the 'Role' Column

    • In the "Role" column, you can view the role assigned to each employee.

    Step 3: Filter Bookings by Role

    • To filter bookings by role, click on Filter by: Role above the table.
    • Select a role from the dropdown menu on the right to display bookings for employees with that specific role.