Properties are metadata for specific data points within the system. Or more simply stated, properties are attributes that describe other data within your GoSpotCheck system. They can be applied to the following types of data:
Properties can be a useful way to connect the dots between individual objects in GoSpotCheck. Here are a few ideas of how to put properties to work for your company:
|PLACES||Chain, Territory, Market, Premise|
|PEOPLE||Division, Region, Route, Team|
|Premise, Brand, Supplier, Division|
Properties that should not ever be modified (e.g., a Chain property on a PlacePlaces are the accounts and locations your Users will visit to complete their Missions. Places are locations added to your company's database. should always match the name of the store), can be marked "un-editable", which prevents Company Admins from changing them inadvertently.
If you have properties values that should be present no matter what (because they impact Reporting, Smart Teams or Place Groups, etc), you can mark them as required. This prevents a UserA person with a role of User is only able to access the mobile app, and has no access to the Web dashboard., PlacePlaces are the accounts and locations your Users will visit to complete their Missions. Places are locations added to your company's database., or MissionMissions (often called surveys or audits) are a set of tasks for a group of users and places. Missions are the main event of GoSpotCheck. from being saved unless the required property field contains a value.
If you'd like to configure a specific property to be "Un-editable" or "Required", contact your Customer Support Manager.
Behind the scenes, properties are used to drive, segment, and manage some of the following operations:
- GoSpotCheck Insights
- Role-Based Access
- Smart Teams
- Smart Place Groups
- Filtering on Places in the Mobile App
- Other advanced solutions
When properties exist in GoSpotCheck for some of these more advanced operations, you can view them within the Web Dashboard (more below on how you can view and manage properties within the Dashboard). As a Company Admin,A person with a role of Admin can access the mobile app and anything and everything else in the dashboard. you can use these User or Place properties as filter criteria on the Web Dashboard.
If you would like to add or edit property types for any reason, you will need to work through your Customer Success Manager to set those up. They can offer some best practices and consideration on how to set up and implement in the context of your advanced solution.