How to use the Area & Tag Context Adding Onboarding
When adding Onboarding within WorkZerk there are two contexts (Area & Tag). These fields will cause new Onboarding to automatically include these values. For example, if you have the Area Context set new Onboarding will be automatically set to this Area.
The two context settings (Area, Tag) also filter the data shown, so if you select an Area Context for example, only that Area’s Work will be shown.
Area Context
Area Context is associated with the Areas added to the underlying Contact record of a Worker (remember that a Worker record always has an associated Contact record relationship).
Areas come under Contact records where that Contact has the ‘Location’ switched on. The Location switch indicates that the Contact has physical areas.
Contact (with Location On) > Areas
Worker (Based on a Contact)
Onboarding (Area)
Areas in WorkZerk relate to physical Areas or spaces such as sectors, buildings, floors, wings, rooms etc. Areas are not ‘Areas of Responsbility’, these are best setup within the Tag Context below. You can set one Area to one Activity record.
One Contact (Location) can have multiple Areas available to them, and of course there can be many Contacts all with their own multiple Areas. That’s why when you are selecting an Area for Onboarding , you first select the Contact (Location), then all the Areas within that Location are shown.
When you set the Area Context, Activity will filter to that Area, and all new Activity will use that Area Context as the default.
Tag Context
Tag Context is an association between Onboarding and a specific user defined Tag.
Tags are setup on the Tags tab, and are not related to other entities. One Onboarding record can be linked to only one tag.
The Onboarding Tag is very versatile, because while you can only link one Tag to one Activity, a Crew Member may ‘belong’ to multiple Tags.
When you set a Tag against an Onboarding item, that record will only show for Workers who also have that Tag.
So Tags are very useful for limiting or restricting Onboarding to certain groups or types of contractors or people.
When you set the Tag Context, Onboarding will filter to that Tag, and all new Onboarding will use that Tag Context as the default.
How to use Contexts
Firstly, make sure you have all your Contacts that are Locations setup with their correct Areas, so these are accessible when adding Activity.
Design how you will use Tags within WorkZerk to associate Tags with Workers to suit your portal scenario. Generally speaking, larger portals with more Workers and Onboarding tasks will benefit from using more tags.
When adding Onboarding, be aware that contexts are important, the Area and Tag all contribute to defining the scope of what that worker will see when being onboarded.
