Sometimes, when you’re creating a checklist, you’ll notice a question only applies to certain centers or rooms.
Instead of making a whole new checklist just for that one question, you can use Attributes.
Attributes let you group and categorize centers and rooms in 1Place - for example, by region, by whether they have a bus, or any other characteristic you need.
Watch the below comprehensive video to master attributes!
How to create Attributes?
1. To access Attributes, click the Settings tab, then click ‘Attributes.’
Choose Attribute Type
2. Choose between “Center (Franchisee) Attribute or Room (Site) Attribute" button on the left side of the screen.
3. Create the attributes using 2 options:
Create attributes one by one.
Click the "+CENTER/ROOM ATTRIBUTE"
Type the attribute name and choose the correct Center or Room. Click ‘Select All’ if it applies to all rooms.
Click green ‘Add’ button on the bottom right of the page.
Create attributes using uploader.
Click "UPLOAD ATTRIBUTES"
Choose between the two options to generate a template. Once clicked, the Excel file will download automatically.
Fill out the excel file template, then choose or drag the file into the middle to upload.
Click the green "Next" button.
All the details from the Excel file will appear for review. Click the green ‘Upload Data’ button to proceed.
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.