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Properties 101

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:

  • Users
  • Places
  • Tasks
  • Missions
  • Catalog Items
  • Sections 

Property Examples

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
MISSION Premise, Brand, Supplier, Division 

How are properties used?

Behind the scenes, properties are used to drive, segment, and manage some of the following operations:

When properties exist in GoSpotCheck for some of these more advanced operations, you can view them within the Dashboard (more below on how you can view and manage properties within the Dashboard).  As a company Admin or Manager, you can use these User or Place properties as filter criteria on the Dashboard.

How do I know if I want or need properties?

If your company has Advanced Reporting, Role-Based Access, or some other advanced solution, odds are you are already using properties.

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.  

Consider consulting your Customer Success Manager prior to making any property changes as this may affect existing reporting or solutions. 
Properties that should not ever be modified (e.g. a Chain property on a place should always match the name of the store), can be marked "uneditable", which prevents admins from changing them inadvertently.
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