This article explains how to create new Attributes, as well as how it can make your checklists much more dynamic.
What for?
Attributes are useful when creating a checklist, particularly when there is a need for a specific question to be appear exclusively within a specific Franchisees/Center or Sites/Room. Activating this feature for a question enhances the versatility of your checklist, as certain questions will be presented solely to specified Franchisees/Center or Sites/Room, while it will not be visible to those Franchisees/Center or Sites/Room where the question is not relevant.
How to create Attributes?
To access Attributes, click the Settings tab and click ‘Attributes.’
By assigning Franchisees/Center or Sites/Room to an Attribute, you can then decide which questions from a Checklist should or shouldn’t appear for these Franchisees/Center or Sites/Room.
First you choose between a Franchisee/Center or Site/Room Attribute.
Secondly, click the green “+Franchisee/Center Attribute or +Site/Room Attribute” button on the right side of the screen.
Thirdly, create the new Attribute by naming it and selecting the correct Franchisee/Center or Site/Room and clicking the green ‘Add’ button on the bottom right of the page.
To add an attribute to a specific Franchisee/Center or Site/Room, go to the list and click view/edit next to the Franchisees/Center or Sites/Room you want to have the attribute. This will bring you to the edit screen where various tabs at the top of the page will appear. You may move across the attributes relevant to your Franchisees/Center or Sites/Room to enable them.
How to apply it to a Checklist Template?
Now that you've created your Attribute and added it to your Franchisees/Center or Sites/Room of choosing, you can start using this in the creation of Checklist Templates.
The setup screen of each question contains an 'Attributes' tab, in which you can choose between Franchisees/Center or Sites/Room
You then select which Attribute the question applies to:
This enables you to have certain questions only appear when that Franchisees/Center or Sites/Room is connected to that particular attribute, making certain Franchisees/Center or Sites/Room checklists much more dynamic.