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Set up the Person of Interest Filters

Eptura Knowledge Center

Set up the Person of Interest Filters

Level: System Administrator / Serraview Implementation Team

Your employees can search for First Responders in Engage so even if you don't set up the First Responders as a Concierge Menu item, you can still set up the Person of Interest filters for Engage so your employee can search for First Aid Officer, Fire Warden, etc.

Also, the Person of Interest filters can be configure to include others tags. For example your business may have Chief Fire Warden, Deputy Fire Warden, and Fire Warden or you may have First Aid Officer and a Nurse.

Remember to consolidate your tags for consistency across your organization as this will reduce duplicate or similar tags.

Step 1. Set the tag(s) on the Person

You can apply a tag to a person to indicate they have a special role such as Fire Warden, First Aid Officer, or Floor Warden.

  1. Navigate to Resources > People Directory.
  2. Search for the person.
  3. Select the person. The edit person form displays.
  4. In the Roles field, either enter a tag or select a tag that displays as you type. You can apply more than one tag to a person.
  5. Click the Update Person button. The person details is saved.

For more details, refer to Add or Remove a Special Role or Tag on a Person.

Step 2. Configure the Person of Interest Toggle

  1. Navigate to Admin Settings > System Config > General > Engage Configuration.
  2. In the Person of Interest - Fire Warden Attributes field, enter the tag(s). For example Chief Fire Warden, Deputy Fire Warden, Fire Warden. 
  3. In the Person Of Interest - First Aid Officer Attributes field, enter the tag(s). For example First Aid Officer, Nurse.
  4. Click the Update button.

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Watch Engage in Action


Now, that you have set up the configuration, here is what your employees will experience.

 
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