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:
- Catalog Items
Keys vs. Values
When discussing properties with your Customer Success Manager, you may hear the terms Property Key and Property Value. A Property Key is the grouping of data you intend to add to GoSpotCheck. You can think of a property key as a new header you'd like to add to your "GoSpotCheck spreadsheet".
A Property Value, on the other hand, are the new data entries that you'll use describe an individual object, or in other words, property values are the rows beneath the Property Key header in your GoSpotCheck spreadsheet.
Common Property Keys, by Data Type
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|
Advanced Property Configuration
Properties can play a fundamental role in the way you interact with and analyze the data you capture within GoSpotCheck. Given this significance, you can determine if any of the following advanced property options would be make sense for you:
- Restrict Property Value Editing: If you'd like to prohibit inadvertent changes to property values by someone on your team with object editing permissions, you can choose to make property values "uneditable". For example, if you've uploaded the name of __________
- Make Certain Properties Required: 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 user, place, or Mission from being saved unless the required property field contains a value.
- Enable as a Place Filter: Use this configuration if you'd like mobile users to be able to use this property as a way to filter the places they see in their "Choose a Place" list.
If you'd like to add any of these configurations to your GoSpotCheck Properties, contact your CSM.
How are Properties Used?
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
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.