Terms are used to tag both people and content.
Where terms intersect, content is automatically targeted to the relevant person.

Compliance Tracker 365 offers a flexible tagging approach:

• Terms can identify the audience being targeted.
• Terms can also classify the content being distributed.

This section provides ideas and concepts to help you design an effective term set.

📌 Function

Also referred to as a team, department, or division, these terms identify:

• A person’s area of responsibility
• The owners of content
• Who needs to read the content

Examples:
Operations | Engineering | Production | People and Culture

📍 Location

Represents physical or geographical areas such as:

• Workstation, machine, room, office, building, campus
• City, region, or country

Use these tags to connect people working in a specific location with related information.

Examples:
Sydney | London | New York | Paris | Shanghai

⏳ Time-Based

Highlight content based on timelines or milestones.

Examples:
Week 1 | Week 2 | Induction | Long Service

👔 Position or Job Role

Role-based tags highlight content according to what people do or their job title.

Examples:
Manager | Supervisor | Operator | Trainee

🎓 Training Course

Tags related to training topics or courses ensure people receive the right learning material.
Training hierarchies can be created, with courses and people assigned to relevant plans.

Examples:
Working at heights | Smelter safety | Bribery and coercion

📚 Subject

Subject-based tags link content to people based on what they possess or are responsible for.

Examples:
Vehicle | Credit Card | Firearm | First Aid

🔗 Combination Hierarchy

Combine multiple terms to form hierarchies for granular tagging.
This is useful when content needs precise targeting.

Examples:

• Sydney > Operations > Trainee
• Shanghai > First Aid

⚠️ Note: 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 carefully, as it can increase complexity.