Terms are used to tag both people and content. Where terms intersect, content is targeted to that person.
Compliance Tracker 365 is flexible in its tagging approach. Terms can both be used to identify the people being targeted or the content being distributed. This section includes term ideas and concepts which may help to uncover your ideal term set.
Function
Also called a team, department or division, these terms can identify a person’s area, the owners of content or who needs to read the content. The use of the terms needs to be considered to be used correctly.
- Operations | Engineering | Production | People and Culture
Location
Could be a workstation, machine, room, office, building, campus, city, region, country, or all of the above. Use the tag to join people who work in a specific location with information related ot the location.
- Sydney | London | New York | Paris | Shanghai
Time-based
Used time-based tags to highlight content based on timelines.
- Week 1 | Week 2 | Induction | Long Service
Position or Job Role
Use traditional role-based tags to highlight content based on what people do or their role.
- Manager | Supervisor | Operator | Trainee
Training Course
Tags related to training topics or courses can be used to target material to ensure people are competent in the job. Training plan and program hierarchies can be created, with courses and people assigned to the relevant plans.
- Working at heights | Smelter safety | Bribery and coercion
Subject
Subject based tags are used to link content to people based on something they possess or are responsible for.
- Vehicle | Credit Card | Firearm | First Aid
Combination hierarchy
Join tags together to form hierarchies using multiple terms. Useful when granular tagging of content is required.
- Sydney > Operations > Trainee
- Shanghai > First Aid
Only one term set can be used per site. If content needs to be targeted in multiple ways, the term set may need to include multiple hierarchies.
This approach is supported but should be used careful as it may cause complexity in tagging.