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Power plants tagging

The Tags feature allows you to organize and label power plants across your organisation and shared organisations. Tags help you categorize installations for maintenance schedules, operational status, or any custom grouping you need.

Tags Overview

The Tags are divided into two sections:

1. Tags Shared With Your Organisation

This section displays tags that are owned by other companies but shared with your organisation. You can view and assign these tags to your power plants, but you cannot edit their properties or delete them.

2. Tags Belonging to Your Organisation

This section displays tags that your organisation owns. You have full control over these tags — you can edit their properties, share them with other companies, assign them to power plants, or delete them.

Tag Creation Fields

FieldRequiredDescription
Tag NameYesA descriptive name for the tag (e.g., "Maintenance Required", "Cleaning Scheduled")
Tag ColorYesA color for the tag badge. Click the color picker to select a color. The preview updates in real time.
Owner OrganisationYesThe organisation that owns the tag. This organisation has full control — editing, deleting, and assigning to its power plants. Defaults to your current organisation.
Shared WithNoOther companies that can view and assign this tag to their power plants, but cannot modify the tag properties.

Add tag dialog with name and color fields filled

The new tag will appear in your "Tags belonging to [Your organisation]" list.

Sharing Tags with Other Organisations

Tags can be shared across companies, enabling collaborative organisation of power plants.

How Sharing Works

  • Owner organisation: Has full control — can edit, delete, and assign to any of its power plants.
  • Shared companies: Can view the tag and assign it to their own power plants, but cannot edit the tag name, color, or sharing settings.

To Share a Tag

  1. When creating or editing a tag, open the Shared With dropdown.
  2. Select one or more companies from the list.
  3. Save the tag.

Edit dialog with another organisation selected in the Shared With dropdown

The selected companies will now see this tag in their "Tags shared with [Organisation]" section and can assign it to their power plants.

Assigning Tags to Power Plants

Tags are useful only when applied to power plants. You can assign tags to installations from the Tags page.

To Assign a Tag

  1. Locate the tag in either the "Shared With" or "Belonging To" table.
  2. Click the Assign to Power Plants button (tag icon) in the Actions column.
  3. In the dialog:
    • Open the Power Plants dropdown to see all available installations.
    • Select the power plants you want to tag. Already-assigned plants will be pre-selected.
    • The tag preview is shown at the bottom for reference.
  4. Click Save to apply the assignments.

Assign tag to power plants dialog with installation dropdown

You can also assign tags from the power plant detail pages or directly from the power plants table.

Assigning Shared Tags

Even if a tag is owned by another organisation, you can assign it to your organisation's power plants if the tag is shared with you. This allows cross-organisation collaboration while maintaining clear ownership boundaries.

Cross-Organisation Tag Visibility

The Tags feature supports multi-organisation environments with clear visibility rules:

Example Scenario

  • Organisation A (Owner) creates a tag "Cleaning Scheduled" and shares it with Organisation B.
  • Organisation A sees:
    • "Cleaning Scheduled" in "Tags belonging to Organisation A" with "Shared With: Organisation B"
  • Organisation B sees:
    • "Cleaning Scheduled" in "Tags shared with Organisation B" with "Owner: Organisation A"

Visibility Matrix

ActionOwner OrganisationShared Organisation
View tagYesYes
Assign to own power plantsYesYes
Edit tag name/colorYesNo
Share with other companiesYesNo
Delete tagYesNo

Use cases

  • Share a tag like "Maintenance Required" from a parent organisation to its subsidiaries, allowing all companies to label their power plants consistently without giving them control over the tag properties.
  • Create a tag and use it on a subsidiary's power plants without sharing it with the subsidiary, keeping the tag private to the parent organisation.

Troubleshooting

IssueSolution
Cannot edit a tagEnsure the tag is owned by your organisation. Shared tags cannot be edited.
Tag not visible to another organisationCheck that the tag is shared with that organisation in the edit dialog.
Cannot assign a tagVerify that the tag is either owned by your organisation or shared with it.
My colleague doesn't see the same tags as meTags are organisation-specific. Only shared tags will be visible across companies. You may have different tags visible based on your organisation's ownership and sharing settings.