For agencies🏢 Agency Management
Set up your tags
Choose which tags your agency books with, add your own, and use them for eligibility, dispatch ranking, and pricing.
A tag is a short label you put on people and on work. On an interpreter it says what they can do. On a job or a customer it says what the work needs. On a consumer it can say either, depending on the tag's category. OneTerp keeps a shared catalog of the common ones, your agency decides which of those to show, and you can add your own alongside them.
Step by step
- 1Open Settings, Operations & Alerts, then Tags. Turning tags on and off needs Settings access, and adding or editing your own tags needs Settings or Coordinator access.
- 2Every tag sits in one grid, grouped by category. Click a tag to turn it on or off for your agency. Tags that are off stop appearing when you book a job, set up a customer, or filter the dispatch board.
- 3Most agencies book with a handful, so "Turn all off" and then clicking back the ones you actually use is usually quickest.
- 4Use "Add your own tag" for anything the shared catalog does not cover, for example a site you cover or a training you run. Give it a name, pick a category, and choose whether it is a simple tag or a credential.
- 5Your own tags show in the grid with an orange dot and carry a pencil for renaming, recategorising, or deleting them. Shared catalog tags have no pencil, because they belong to every agency.
- 6A tag with a "$" beside it prices a rate differential or a flat charge. Those are the ones to be careful with.
- 7Skills and credentials on an interpreter come from their own profile, so you read them on their roster entry rather than editing them. Your own tags work the other way: open a roster entry and use "Add one of your tags" to put one on someone.
- 8If one of your own tags is a credential, set its expiry date on the roster entry after you attach it. Leave the date blank and it never expires.
- 9You can also let interpreters do that themselves. When you add or edit your own tag, "Who can add it" offers three choices: only your agency, interpreters can add it, or interpreters can request it and you confirm.
- 10Put required qualification tags on a customer so every job you book for them starts with those requirements already on it.
- 11Put communication needs and preferred qualifications on a consumer. A Communication Needs tag travels with the job as information for whoever is assigned. Every other tag becomes a suggested requirement when that consumer is booked.
Tips
- A tag's category decides what it does. Communication Needs tags travel with the job as information for whoever is assigned. Every other tag is an interpreter qualification that gates who is eligible.
- That is why the starter list reads "Needs tactile signing" rather than "Tactile ASL". One is something an interpreter can do, the other is something a person requires, and they are not the same tag.
- A communication need never becomes a required qualification, on the job or on a customer. Requiring it would rule out every interpreter who does not carry the tag, which is the opposite of what it is for.
- You can add your own communication tags: create a tag and put it in the Communication Needs category.
- Categories come from the shared catalog, so you choose one when you add your own tag rather than creating your own category. If a category you need is missing, open a support ticket and we will add it.
- Turning a tag off never deletes anything. A job that already carries the tag keeps it, its badge still shows, and any pricing rule keyed to it keeps working. You can turn it back on any time.
- The shared catalog itself is maintained by OneTerp, so you cannot rename or delete those tags. You control whether they show, and you can add your own alongside them.
- A tag that a rate differential or a flat charge points at cannot be deleted while that pricing rule is still using it. Detach it from the rule first, or just turn the tag off.
- Deleting one of your own tags also takes it off every customer, consumer and interpreter carrying it, and the confirmation tells you how many that is before you commit. Jobs already booked keep it on their record.
- You cannot give two tags the same name. Two identical chips would be impossible to tell apart in a picker while behaving as two different tags.
- Renaming one of your own tags updates it everywhere it is shown, including on jobs booked before the rename.
- Expired credentials stop counting toward an interpreter's active qualifications on the day after they expire. That applies both to the credentials on their own profile and to a credential tag of yours that you dated.
- When an interpreter saves their own Tags & Qualifications tab, the change reaches every agency they currently work with.
- Putting a tag on someone is not the same as requiring it on a job. Adding a tag only ranks people higher. See the article on requiring tags for the switch that actually gates an assignment.
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