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      Add Tags & Create Qualifications

      How to add tags to optimize search capabilities, and create qualifications.

      Chekhub's tagging system empowers you to streamline organization and searchability across your projects, assets, locations, and even team members. Imagine effortlessly filtering through your data to find exactly what you need! Here's how to leverage tags effectively:

      1. Access the Admin Panel: Locate the Admin Panel section on the left-hand navigation menu of your Chekhub dashboard.
      2. Head to the Tags Section: Within the Admin Panel, click on the "Tags" button situated in the top menu bar.
      3. Create a New Tag: Click the "+ ADD" button to initiate the creation of a new tag.
      4. Name Your Tag: An input field will appear. Enter a clear and descriptive name for your tag (e.g., "Priority", "High-Risk Equipment"). Hit Enter or click away from the box to save your newly created tag.
      5. Tagging Throughout Chekhub: Now you can leverage your newly created tag throughout the Chekhub platform. When adding or editing projects, assets, locations, or member profiles, you'll find a dedicated tag section. Simply select the relevant tags to categorize your data effectively.

      Benefits of Tagging:

      • Effortless Search and Filtering: Tags allow you to quickly search and filter through your Chekhub data using relevant keywords. This saves you time and ensures you can pinpoint the information you need efficiently.
      • Improved Organization: Categorize your data using tags to maintain a well-organized Chekhub environment. This fosters better information sharing and collaboration within your team.
      • Enhanced Visibility: Assign specific tags to critical projects or high-priority assets for increased visibility within your Chekhub workspace.
      By incorporating tags into your Chekhub workflow, you can significantly enhance organization, streamline data retrieval, and ultimately boost overall efficiency within your operations.

      Create Qualifications

      In Chekhub, a Qualification refers to a set of predefined criteria or certifications that users must meet to perform specific tasks or roles within the organization. Qualifications ensure that individuals have the necessary skills, knowledge, and credentials to carry out their duties effectively and safely.

      1. Access the Admin Dashboard:
        • Navigate to the Admin Dashboard from the left-side menu.
      2. Open the Qualifications Tab:
        • Click on the "Qualifications" tab in the top menu bar.
      3. Add a New Qualification:
        • Click the "+ADD" button in the Qualifications section.
        • You will be prompted to name the new Qualification.
      4. Assign the Qualification:
        • Once named, you can assign the qualification to Checklists, Members, and Assets.
        • These qualifications can be used to restrict certain tasks to individuals with the specific qualification.
      By creating and assigning qualifications, you ensure that only qualified personnel can perform designated tasks, enhancing operational efficiency and compliance.

      Customize Qualifications

      Once you have added a new Qualification and it populates in the Qualifications list, you can customize it by setting a cover image that visually represents the qualification. This feature helps users quickly identify qualifications at a glance and adds a professional touch to your qualifications library.

      Steps to Upload and Set a Cover Image:

      1. Locate the Qualification in the List: Find the recently added qualification in your Qualifications list.
      2. Use the Photo Icon: Click on the photo icon next to the qualification.
      3. Upload an Image: Choose an image from your device that best represents the qualification.
        • Example: For an electrical safety qualification, you might upload a photo of safety gear, such as a hard hat and insulated gloves.

      Editing the Qualification Image:

      1. Adjust the Image: Once the image is uploaded, an Edit Qualification Image pop-up will appear. In this pop-up, you can:
        • Adjust Orientation: Change the positioning of the image as needed.
        • Scale the Image: Zoom in or out to fit the image within the frame.
        • Rotate the Image: Turn the image to the desired angle.
      2. Save the Image: Once you are satisfied with the adjustments, click Save. The edited image will be applied as the cover for your qualification.

      Setting appropriate cover images not only enhances the visual appeal of the qualifications library but also makes it easier for users to recognize and understand the context of each qualification.

      *Note: Only members with the Admin role have the ability to access and configure these settings.*