Tags

Group drivers and equipment with tags, and use them across the app

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Tags are labels you create to group drivers, vehicles, and trailers, for example by terminal, customer, or owner-operator. Tags are used in many places across Digital Permit Book.

Add and Manage Tags

  1. Go to Settings > Tags.
  2. Add as many tags as you need.
  3. Apply tags to a driver, vehicle, or trailer in the Tags field on their profile's Info tab.

Where tags are used

  • Filters and saved views – filter lists by tag and save them as views. See Saved Views.
  • Tag documents – share one document with every driver or unit that has a tag, from Documents > Tag Doc.
  • Report recipients – send reports that only include drivers and units with certain tags. See Notifications (Report Recipients).
  • Forms – give only drivers with certain tags access to a form. See Build a Form Template.
  • Maintenance schedules and DVIR templates – assign them to every unit with a tag.