Restricting Runsheet Activity to One Specific Tag

Often times there are reasons to restrict the Runsheet Activity to a specific Tag such as ‘Medical’, ‘Volunteer’, ‘Security’ etc. Tags can be setup for any purpose including status, skills, supplier types etc.

Tags are setup on the Tags tab in the Admin area.

Crew members can be assigned multiple tags in the Admin area by clicking on the Crew Member record. In the example below, Aileen has been assigned both the Florist and Medical tag.

Note: Tags are inherited by Crew Members from their Contact Record. This means that you only have to setup Tags once correctly in the Contact record, and when Crew are created for new events the existing tags will be populated from the Contact record.

The method used to restrict Runsheet Activity to a specific tag depends on whether that Activity has been created already (or not).

For existing Runsheet Activity you can restrict that Activity to a particular tag by switching on Bulk Edit and assigning a Tag Restrict (Add):

ADMIN > ACTIVITY > BULK EDIT

Select all the Runsheet Activity you would like to Tag Restrict, and apply the bulk edits.

For new Runsheet Activity the process is different, because by changing the Tag Context to your desired Tag each new Activity added to the Runsheet will automatically be restricted just to that tag. Then it’s just a case of adding all the Activity in the runsheet one-by-one and it will be restricted to that Tag Context.

You can also use the Bulk Edit feature to remove the assignment of a Tag from Runsheet Activity by clicking on the + symbol and it will change to a - symbol (implying this will remove that tag - not add it!).

ADMIN > RUNSHEET > TAG CONTEXT (CHANGE TAG)