Setting up Tags to support your workflows
Tags are a useful tool for categorising and visually identifying consignments which meet certain criteria.
The Administration menu Tags page allows Advanced Admin users to manage tag settings in the Admin Portal.
In this article:
Overview
Tags are visible on individual consignment pages, and in any list view of consignments in the Admin portal, such as the Dispatch Board, Run page, Consignment Search and Rating page.
Tags can be used as a search filter on most of these pages.
Customer Visibility Setting
Certain tags may be appropriate to surface on customer-facing content. A toggle on each Tag allows this to be turned on or off, providing control over what can and cannot be viewed by customers.
Customer-visible tags appear on consignments in Freightmaster, on Freight labels, Consignment Notes and Customer Pickup manifests.
System Tags
These tags are triggered by certain events and automatically applied by the system. System tags allow users to easily filter by consignments meeting the criteria, and/or serve to provide an alert when further action is required.
Common use cases
Email/SMS Attention Required
Used to indicate when delivery of an email or SMS communication has failed. This alerts Admin Portal users to follow up on the recipient's contact details.
Return
Added to consignments created using the Create Return feature.
Custom Tags
Custom Tags can be added to consignments manually, to support any other operational workflows.
Common use cases
Shortland and Overland
Indicates discrepancies between the consignment's expected and actual freight items.
ATL
Provides an easy visual indicator for drivers on consignments with authority to leave.
Claim
Added to consignments when a customer has lodged a claim.
Urgent
Denotes consignments which should be prioritised based on an urgent request.
Creating and Editing Tags
Custom Tags can be added and edited within the Admin portal. The system allows a range of colour options to make tags easily identifiable at a glance.
System tags cannot be created in the Admin Portal, but their names, colours and customer visibility settings can be edited.
Creating a Custom Tag
- Navigate to Administration->Tags and click Create New:
- Enter a Display Name and choose a Colour for the Tag:
- To make the Tag visible on customer-facing content, check the Visible to Customers checkbox.
The Tag can now be applied to consignments in the Admin Portal, and viewed in the Admin Portal and Driver App.
Editing a Tag
Basic tag details and visibility can be edited directly in the Admin Portal. Underlying system tag behaviour cannot be changed.
To edit a System or Custom Tag:
- Navigate to Administration->Tags.
- Select the Tag from the list to open Edit mode.
- Edit the Display Name or Colour as required.
- Check or uncheck the Visible to Customers checkbox to change the Tag's current setting.
- When finished editing, click Save Changes to confirm.
Deleting a Tag
Only Custom tags can be deleted in the Admin Portal. To remove a system tag, get in touch with the Hitrak team.
To delete a Custom Tag:
- Click Delete.
- Click Yes to confirm the action
