Keyword Setup

Keywords are configurable tags that can be added to Daily Reports and Field Notes to allow for quicker response to issues or setbacks on the job site, and for project-level reporting. Every organization comes with preloaded Keywords, but Keywords may be added, modified, or removed depending on your unique business needs.

To learn more about Keywords, see the Strategic Use of Keywords article for guidance.

To perform the actions described in this article, a user must have the Company Settings permission.

From the Keywords List:

1. Select the Actions button and then Add keyword(s) 
2. Enter the new Keyword name
   • Select + Add Keyword to create additional Keywords as desired
3. Select Save when finished 

Example of adding multiple Keywords at once

 

Rename Keyword

From the Keywords List:

1. Select the Actions button and then Edit Keyword(s) 
2. Select a Keyword and make the desired edits to the Keyword name
3. Select Save when finished 

How to edit a Keyword

 

If a Keyword is renamed, the updated Keyword name will appear on any historical documents that the Keyword was used on.

 

Delete Keyword

From the Keywords List:

1. Select the Actions button and then Edit keyword(s)
2. Select the Delete icon on any unused Keyword to delete it
3. Select Save when finished

Only unused Keywords can be deleted.

 

Change Keyword Status

See the Available and Unavailable Statuses article for more guidance.

From the Keywords List: 

1. Select the Actions button and then Edit keyword(s)
2. Use the toggle button under the Status column to make a Keyword unavailable or available as needed
3. Select Save when finished 

A Keyword that is made unavailable can no longer be used moving forward. All historical uses of an unavailable Keyword remain intact.