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Smart Tags

Accountable continues to simplify compliance with new departments functionality

Jacob W Fisher avatar
Written by Jacob W Fisher
Updated over 4 months ago

Smart Tags are a powerful new feature in Accountable that revolutionizes how organizations manage employee onboarding and compliance training. This innovative system allows for precise customization of training requirements, ensuring that each employee completes only the necessary coursework tailored to their role and responsibilities.


What are Smart Tags?

Smart Tags are intelligent identifiers that can be assigned to employees, allowing for granular control over training and policy review assignments. These tags enable organizations to create a more efficient and targeted approach to compliance management by:

  1. Customizing training curricula for specific roles or departments

  2. Streamlining the onboarding process

  3. Ensuring consistent compliance across teams

  4. Reducing unnecessary training time and costs

How Smart Tags Work

Smart Tags function as a dynamic system for assigning and managing compliance requirements:

  • Multiple Tags per User: Employees can be assigned multiple tags, reflecting their various roles and responsibilities within the organization.

  • Tag-Based Assignments: When publishing a policy or training module, administrators can select which tagged groups should complete it.

  • Simplified Management: Tags can be easily assigned or removed directly from the people overview, streamlining the process of setting compliance requirements.

  • Overriding Individual Assignments: Once a Smart Tag is assigned to a user, it takes precedence over individual training and policy review requirements, ensuring consistency across teams.

Benefits of Smart Tags

  1. Customized Learning Paths: Create tailored training experiences based on an employee's role, department, or specific responsibilities.

  2. Efficient Onboarding: New hires receive only the training relevant to their position, reducing information overload and accelerating productivity.

  3. Consistent Compliance: Ensure all employees within a specific group receive the same training and policy reviews, maintaining uniformity in compliance standards.

  4. Time and Cost Savings: By eliminating unnecessary training, organizations can save valuable time and resources.

  5. Flexibility: Easily adapt to organizational changes by updating tag assignments as roles evolve or new compliance requirements emerge.

Implementing Smart Tags

To make the most of Smart Tags in your organization:

  1. Identify Key Groups: Determine the different roles, departments, or responsibility levels within your organization that require specific training.

  2. Create Tag Categories: Develop a clear and logical system for naming and organizing your Smart Tags.

  3. Assign Tags: Carefully assign relevant tags to each employee based on their role and responsibilities.

  4. Map Training to Tags: Associate specific training modules and policy reviews with appropriate tags.

  5. Regular Review: Periodically review and update tag assignments and associated training to ensure ongoing relevance and compliance.

Availability and Support

Smart Tags are now available for Accountable users. However, as they address specific organizational needs, it's essential to evaluate whether they are suitable for your company's compliance strategy.

For personalized guidance on implementing Smart Tags or to determine if they're right for your organization, please contact our support team at support@accountable.com.

Our experts can provide tailored advice and assist you in optimizing your compliance management process using this powerful new feature.

Remember, Smart Tags are designed to enhance your compliance management, but their effectiveness depends on thoughtful implementation and ongoing maintenance. By leveraging this tool effectively, you can create a more streamlined, efficient, and targeted approach to employee training and policy compliance.


✅ Check out more Accountable Tips and Tricks articles, like this one on how to send a training reminder

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