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Tags

A tag is a short label you create once and then apply to records across Oho — workers, applicants, credentials, and the jobs that bring data in. Tags are how you group people and records by something Oho doesn't already model for you: a project, a client site, a funding stream, a cohort, a risk level.

If an organisation is the part of the business a worker sits in, a tag is a label you stick on the record for your own purposes. A worker belongs to exactly one organisation, but can carry as many tags as you find useful.

What you can tag​

Tags can be applied to:

  • Workers and applicants
  • Credentials and declarations
  • Bans
  • The jobs that import data from a connected source

Why use them​

Organisations, credential types, and compliance status are all built in — you can already filter by those without any setup. Tags exist for the groupings that are specific to how your business is run, and that Oho has no way to know about:

  • Grouping across organisations. A tag like NDIS-funded or Night shift can span sites that sit in different organisations.
  • Marking a cohort. Tag everyone onboarded in a particular intake, or every worker attached to one client contract, then filter to just them.
  • Flagging something to follow up. A Manual review or Docs pending tag makes a working list you can come back to.

Because tags are just labels, they don't affect compliance calculations. A tag never satisfies a requirement and never changes whether a worker is compliant — for that you need a credential or an exemption.

What a tag is made of​

Each tag has:

  • Name — what it's called, and what people will search for.
  • Description — what the tag means and when to use it. Worth filling in: it's the only thing stopping two people using the same tag for different purposes.
  • Colour — so it stands out at a glance on a profile or in a list.
  • Owners — who is responsible for the tag.
  • Applied to — how many records currently carry it, so you can see what's actually in use.

Managing your tags​

Tags are managed in one place: Settings → Customize → Tags. Administrators can create a tag, edit its description or colour, and see how widely it's used. Because the list shows what each tag is applied to, it's also where you'd go to spot duplicates and tidy up.

Agree on tags before you spread them

Tags are free-form by design, which is their strength and their weakness. night-shift, Night Shift, and nights are three different tags. Decide on the handful you actually need, describe them, and create them up front rather than letting them accumulate ad hoc.