• To get Tag Details read only double click on dispatch and to get a “Smart Item Properties Page”, click on the Smart App icon on the tag which has been dispatched.


  • All the details displayed on the Tag Details page have to be Read-only. Users should be able to add/reply to 'Comments' and add/reply to 'Constraints & Issues' from the Tag. The 'Save' button is also hidden in the page.  
  • The 'Status' and the 'Percent Complete' has to be displayed at the bottom of the Tag Details page.

Open Item Properties From the Tag

  • Users click on the “Smartapp” icon displayed on the Tag, hence the respective “Smart Item Properties Page” is displayed.


  • The Tag security and the Smartapp security remains as is for the logged in user who clicks on the icon of a specific tag. If the logged-in user doesn't have access to the app, the Smart Items properties page is not displayed to him.

How To?

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

How to Auto Dispatch Tags

How to Group Tags

How to Filter Tags

How to Filter Tags by Date

How to Add a Comment to a Tag

How to Add Constraint/Issue to a Tag

How to Link Tags

How to set a Tag as Verified

How to Copy a Tag

How to Delete a Tag

How to create Rollup Tags

How to assign Rollups to a tag

How to Set a Default GPS Location on Tag

How to Add a New Location to Sub Levels in Location Manager

How to Add/Modify Custom Location on Tag

PLANNER™ Settings:

Work Teams

Daily Settings


Work Categories





Default Board

FIELD™ Settings:



Manage Templates

Manage Palettes

Drive Security

File/Drawing Stamp Settings

SAFETY™ Settings:


Safety Tracking

Team Safety Credentials

Safety Task Analysis Categories

Safety Permit Categories

Safety Incident Categories

Safety Incident Directory

Safety Rules Manager

Safety Bulletin

SOS & Bulletin Notification

Visitor Log

Request Safety Permit

Safety Onboarding Flyer


PRO™ Settings:

App Studio

Report Manager


Last Updated: Aug-08-22