Label
The Label tool tags compliance records with colour-coded chips for quick scanning, filtering, and portfolio management. Labels surface on the preview card and can be added, edited, reordered, or removed without leaving the record. Use them to flag priority factories, audit programmes, or internal review states consistently. In compliance, labels often encode audit type, risk level, or programme grouping so dashboards and lists stay scannable. Consistent classification makes it easier to prioritise inspector visits and follow-up across large supplier bases.
Core Actions
These actions are available to all users with access to the compliance record and allow for basic label management.
| Feature | Description |
|---|---|
| Add Label | Hover over the preview image of the compliance record and click the Add Label button that appears. In the pop-up window, select an existing label from the list or create a new label on the spot and assign it immediately. (Available to all users) |
| Remove Label | Click on the label area on the compliance record's preview image to open the label list. Untick the checkbox next to the label you wish to remove. The label will no longer be displayed on the compliance record. (Available to all users) |
| Edit Label | Rename a label or change its assigned colour. Edited labels update across all compliance records where they are applied. (Available to all users) |
| Delete Label | Permanently remove a label from the entire system. This action cannot be undone and will remove the label from all compliance records where it was applied. (Available to administrators) |
Label Management
These features help organise and control how labels appear and function across compliance records.
| Feature | Description |
|---|---|
| Colour Customisation | Assign a colour to each label for quick visual identification. Colours help distinguish between different categories, statuses, or priorities at a glance. (Available to all users) |
| Drag & Drop Reordering | Rearrange the order of labels in the list to control how they appear in dropdown menus and selection interfaces. This allows you to prioritise frequently used labels. (Available to all users) |
| Multi-Label Assignment | Apply multiple labels to a single compliance record. Labels can be combined to create rich categorisation (e.g., "Urgent" + "Audit Pending" + "Q1 2026"). (Available to all users) |
| Label Visibility | Labels are displayed directly on the compliance record's preview card, providing immediate visual feedback without opening the record. (System-generated) |
Important Notes When Using Labels
Label Deletion: Deleted labels are permanently removed from the entire system and cannot be recovered. All compliance records that had the label applied will no longer display it. Exercise caution when deleting labels, especially those in use across multiple records.
Colour Consistency: Whilst you can customise label colours, consider establishing a consistent colour scheme across your organisation (e.g., red for urgent items, green for approved) to ensure everyone interprets labels the same way.
Label Naming: Use clear, concise names for labels to avoid confusion. Avoid creating duplicate or overlapping labels that serve similar purposes.
Reordering Impact: Changing the order of labels affects how they appear in dropdown menus for all users. Consider the most common workflows when arranging label order.
Audit Trail: Label additions, removals, and changes may be logged in the compliance history depending on your system configuration. Check your organisation's audit requirements for label-related activity.
Best Practices
Use Colour-Coded Labels: Create a visual system for prioritising compliance records (e.g., red for "Urgent", yellow for "In Progress", green for "Approved"). This helps team members quickly identify records that need attention.
Keep Label Names Short and Clear: Use consistent, descriptive names that everyone in the team understands. Avoid abbreviations that may be ambiguous.
Regularly Review Unused Labels: Clean up redundant or obsolete labels to keep the system organised and prevent clutter in dropdown menus.
Establish Naming Conventions: Agree on label naming conventions across your team (e.g., prefix with category such as "Status: Pending" or "Priority: High") to maintain consistency.