System tags
System tags will indicate the status of a staff member's compliance and are assigned automatically by the system. You can filter by system tags in the staff table, this is a quick and simple way to focus on which staff members require an action or are compliant in a specific requirement.
GMC tags
1. GMC OK, colour: green
Registered with Licence
Temporary registration with Licence
2. GMC Alert, colour: yellow
Provisionally registered with Licence
Provisionally registered without a Licence
Temporary registration without a Licence
Registered without a Licence
3. GMC Alert, colour: red
Suspended
Not Registered - Having relinquished registration
Not Registered - Erased for fraudulent application
Not Registered - Erased after Fitness to Practise Panel hearing
Not Registered - temporary registration expired
Not Registered - Deceased
Not Registered - Administrative Reason
Not Registered
Not Registered - Provisional Registration Expired
4. GMC Not Found, colour: red
No information about the user in the GMC register
5. No GMC number, colour: red
Invalid registration number
DBS tags
DBS OK, colour: green.
BLANK_NO_NEW_INFO
ON_UPDATE_SERVICE
The user is on the Update Service and their certificate is clear and no new information since its issue.
2. DBS Alert, colour: yellow
NON_BLANK_NO_NEW_INFO
The user is on the update service and their certificate in NOT clear but no new information since its issue.
3. DBS Alert, colour: red
NEW_INFO
The certificate should not be relied upon as new information is now available. You should request a new certificate.
4. DBS Not Found, colour: red
NO_MATCH_FOUND
The user is not found on the database.
Performers List tags
1. Performers OK, colour: green
There is any information about the user in the Performers List.
2. Performers Alert, colour: red
The system was not able to check the user's status in the Performers List (this can happen when the Performers list website is down).
3. Performers Not Found, colour: red
There is no information about the user in the Performers List.
4. Performers Notice, colour: red
The registration number entered in personal info was sent to the Performers list but no response was received so the check failed
HCPC tags
HCPC OK, colour: green
The user has the Registered status at HCPC
HCPC Alert, colour: yellow
Registered Conditions of Practice
Registered Interim Conditions of Practice
Registered Cautioned
3. HCPC Alert, colour: red
Deregistered Suspension
Deregistered
Interim Suspension
Unknown status
4. HCPC Not Found, colour: red
There is no information about the user in HCPC register or their registration number is invalid.
Credentially tip: Blue tags on the employees' table show the clinician's medical speciality.
References tags
1. References OK, colour: green. This tag means the user has all the reference required for their role, and all references are approved by the administrator.
2. No references, colour: red. This tag means the user should have some references, but they don't have any.
3. Reference not enough, colour: red. This tag appears on the Employee list, on the dashboard, on the user profile. It means that the user has fewer references than needed for his role.
4. Reference sent, colour: yellow. You will see this tag if Credentially successfully sent reference request for the user less than 14 days ago.
5. Reference sent { delay days } days ago, colour: red. This tag appears if we successfully sent a reference request for the user more than two weeks ago and didn't get any reply from the referee.
6. Reference denied, colour: red. This tag means that one of the administrators denied the reference they got from the employee's referee. As soon as the user receives another reference and the admin approves it, the tag disappears.
7. Reference awaiting approval, colour: yellow. This tag means that you should review one of the user's mandatory references.
8. Reference bounced, colour: red. If you see this tag, it means that reference request for some reason didn't reach the referee's inbox.
Documents tags
Documents tags appear in the Staff members table for all employees. If a user is NOT COMPLIANT, active integrations' tags can also be seen on their profile.
1. Documents Missing, colour: red. Documents Awaiting Approval if one or more mandatory documents for user role are not uploaded.
2. Documents Expired, colour: red. This tag means that one or more mandatory documents for user role are expired.
3. Documents Declined, colour: red. Can see this tag if one or more mandatory documents for user role were declined.
4. Documents Awaiting Approval, colour: yellow. This tag appears if there are documents in a user's profile that need to be reviewed by an administrator.
5. Documents Expire Soon, colour: yellow:
User tags
You can also assign custom tags to a staff member.
How to add custom user tags
To tag someone with a particular word, follow the steps below:
Open the staff member profile.
Open the slide panel.
Added auto suggest for user tags in the Admin panel:
search is case-insensitive; search is made across all currently assigned
user tags in the organisation; if the tag is not found, the system allows creating a new tag.
NOTE: one tag can not be longer than 128 symbols.
4. When you are done, click the blue tick.
Custom tags appear in the staff members' table in grey colour. Both system and custom tags can be used to filter users by a particular parameter.
How to find people with certain tags
System tags appear in the tags column on staff members tab next to the employee name. Custom tags will appear in the separate 'User Tags' column. You can also use filters to find people marked with tags.
For this, use the filter icon in the corresponding column: Tags - for systems tags, User Tags - for custom tags created by you.