Add a Place
PlacesPlaces are the accounts and locations your Users will visit to complete their Missions. Places are locations added to your company's database. are the accounts and locations your UsersA person with a role of User is only able to access the mobile app, and has no access to the Web dashboard. will visit to complete their MissionsMissions (often called surveys or audits) are a set of tasks for a group of users and places. Missions are the main event of GoSpotCheck..
To add a new location to GoSpotCheck:
- Navigate to the Places page.
- Click the + New Place button in the top right corner.
- Enter the Place info.
- Click Save.
Fields marked with a red asterisk (Name, Country, Address, and City) are mandatory. See Also: View and Edit a Place Profile.
|Custom Place ID||The Custom ID field is a place for you to enter a store number, parent company, or other alpha-numeric value that you use to identify your places (accounts). While Custom ID's do not have to be unique values, we STRONGLY recommend using a unique identifier from your system of record. This makes adding, updating and reconciling places between GoSpotCheck and your system much easier (the Custom ID acts as a KEY between the two). If you don't have a unique Custom ID, consider incorporating the Place's GSC ID into your system of record.|
|Name||This field is mandatory. The Name you provide here will be what is displayed to your Users on the Mobile App.|
|Country||This field is mandatory. The country that the place is located in.|
|Address||This field is mandatory. The address of the location.|
|City||This field is mandatory. The city that the place is located in.|
|State||The state that the place is located in.|
|Postal Code||The postal code that the place is located in.|
|Coordinates||You do not need to enter latitude or longitude coordinates as the platform will automatically map the location. See Also: Prevent Geocoding.|
|Properties||Properties are metadata for specific data points within the system. They are attributes that describe other data within your GoSpotCheck system. See Also: Properties 101.|
|Place Groups||Place Groups organize Places into various groups based on criteria of your choosing, like region, on or off premise, or store chain. When adding a new Place, you have the option of adding them to any Place Group already created for your company. Keep in mind, all Places are included in the "All" Group by default, but places can be a part of an unlimited number of additional Place Groups, too. See Also: Overview of Place Groups.|
|Contacts||Contacts can be added to a Place. They will appear for your Users in the Mobile App and will be shared with anyone who visits this Place to complete a Mission. There is no limit to the number of contacts you can add to a Place. See Also: Add a Contact.|
If you have a contact or multiple contacts for a Place, add them to your location.
- From the Create New Place page, navigate to the Contacts section.
- Click the blue +Add Contact link.
- Add information for your contact.
- Click Save.