Inspection Tags

Tags can be used in the inspection process as a way to identify and query inspection comments, notes, and transactions by common tags or identifiers. These tags can then be used to provide reports on where they were used, across all contracts.

Pre-defined Tags:

Pre-defined tags are set up by an administrator and will show for users as a drop-down selection, allowing the selection of one or more pre-defined tags. To set up pre-defined tags:

  1. In Admin, select ‘Packages’.

  2. In the search, enter ‘tags’ and install the ‘pre-defined tags’ package.

  3. A prompt will show to then determine whether or not to convert previously added, user-defined tags to the admin, pre-defined list.

  4. To add or modify tags in the pre-defined list, go to Administration and select Records.

  5. Select ‘OneOffice’ for the Zone; select ‘Predefined Tag’ under the Table.

  6. Add or edit tags to create the selection list

User-defined Tags

Rather than have an administrator set up tags that can be used for selection, users can optionally add their own tags that they can then select from on. (This may result in some duplicate tags if users name them slightly different).

In the OneOffice Menu, select ‘Tag Search’ to filter and select tags to view in a single report, for any contracts.