đŠTags
Tags are flat metadata tags that can be color-coded, assigned, and saved to Brightest objects
A tag is a flat metadata element that can be attached to one or multiple Brightest objects to organize and filter information from a reporting standpoint.
Generally, the best way of thinking about tags is:
How does your organization want to organize and filter information?
What are the different ways you'd like to "group" or report on information?
Tags can be assigned and saved to Brightest objects, including:
Materiality pillers
Projects
Events
Assets (offices, sites, buildings, factories, vehicles, and equipment)
Materials
Financial transactions (spend)
Partners/Suppliers
Common examples of tags include:
Materiality or strategy themes, topics, or pillars
Risk-level indicators
Transaction tagging (utilities, purchased goods & services, business travel)
Priority campaigns, themes, or organizational initiatives
Business unit, brand, or product-level information and classification
Supplier and customer segmentation
Tags are used to group and filter data and reporting information. They do not allow for hierarchies. All tags are available to a license-user for use (tagging), but they can only be edited or modified by admins and managers on a license. Global and regional licenses can share tags, or have their own. You may create as many tags as you would like, but remember that it may become a cumbersome task with more than a few dozen tags.
How to use Tags
Creating, Editing and Deleting Tags
Creating, Editing, and Deleting Tags
To create, edit, or delete tags. Navigate to Settings. There you'll find the "Tag Management" Section.
To create a new tag, just starting typing the name of the new tag that you'd like to create. When you're done typing, select "Create 'Name of new tag'" or tap "Enter" on your keyboard. The tag will then appear in the "Tag Management" section.
To change the color, just click on the tag that you'd like to edit and choose a color. To save your changes when you are done creating or editing tags, select "Save Changes".
If you would like to delete a tag, click the "x" next to the name of the tag you would like to delete, and select "Save Changes". Please note: if a tag is deleted, any tag-based reporting or materiality information associated with that tag will no longer be able to be viewed on the basis of that tag (the underlying information however will still exist in your account).
Filtering Data by Tags
Tags are a way to view and filter data in different ways, usually based around data workflows and company goals or initiatives.
In the Sustainability Module, you can filter your assets, transit events, and spend events by tag.
In your Assets tab, simply click on the "Tags" Column to group your assets by tag.
In your Spend and Transit tabs, select the "Filter" option, and then select "Tag" in the "Add a Filter" menu.
Once you've selected your filter, you can then use the drop-down menu to select which tags you would like to see.
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Assigning Tags
Assets
Transit and Spend Activities
Bulk assign tags to Spend and Transit Activities
Partners
Actions
Materials
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